Quick Start Guide

Get your organization up and running on Peepli in under 5 minutes.

Register Your Organization

Go to peepli.io/register
Enter your Organization Name (e.g., "ABC Manpower Services LLC")
Enter the Admin Name, Email, and Password
Click Register Organization
Check your inbox for a verification email and click the link to activate your account

Note: Your admin email must be unique across the platform. The password must be at least 8 characters.

Navigate to System → Staff Management in the Admin panel:

Click + Add Staff
Enter the team member's Name, Email, and Password
Select their Role:
- Sales — Lead generation and client management
- Finance — Invoicing, expenses, and costings
- Doc Verifier — Document review and compliance
- Supplier/Procurement — Supplier and employee management
Click Save — the user can now log in with their credentials

With your team in place, set up the foundational data:

Define the trade categories your manpower company operates in (e.g., Electrician, Plumber, Mason).

Suppliers & Workforce → Trades

Add your manpower suppliers with their company details, TRN, and license information.

Suppliers & Workforce → Active Suppliers

Clients are created through the Lead pipeline. Start by submitting a new lead.

Leads → Lead Submissions

Set up your organization invoicing profile for UAE tax invoices.

Settings → Subscription & Billing

Here's the typical daily workflow across roles:

Sales: Submit leads → Track approvals → Manage client requirements → Upload timesheets

Admin: Review leads → Approve/reject clients → Assign employees → Monitor dashboard KPIs

Doc Verifier: Review document queue → Verify client documents → Approve or request re-submission

Finance: Review invoicing queue → Generate invoices → Track expenses → Monitor cash flow

Procurement: Manage suppliers → Handle contracts → Track employee deployments → Monitor performance