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Setup and migration services

We set it up. Your team keeps using it.

Most new software stalls in the second week: half the data is in, the invoice numbers don't match, and the team drifts back to WhatsApp. We load your records, keep your GST series intact, and run the first real invoices with your team before we hand over.

Written quote before any work starts. Green Thumb, a field services business, runs its monthly billing on Zyta.

What we hear before most setups

“Where is that invoice?”
The PDF went out on WhatsApp in March. Now the customer wants a copy, and someone is scrolling a group chat to find it.
“Don't break my bill numbers.”
Your GST invoice series is halfway through the year. Switching tools cannot leave a gap or a repeat your CA has to explain.
“The work was done. Prove it.”
Payment is on hold because the customer questions the job, and the site photos are on a field worker's phone.
“We tried software once.”
Someone set it up, nobody was trained, and a month later the team was back on Excel and WhatsApp.
“Every client has its own logins.”
For agencies: a separate tool, subscription, and password for each business you manage.

Done-for-you setup

For owners who want to bill from Zyta this month, not learn to configure it.

We set up the workspace around how you already bill: your GSTIN, bill books, invoice layout, products, customers, and team. Then we raise the first real invoices with you.

  • GSTIN, bill-book series, and invoice layout in place
  • Products, services, and customers loaded
  • Team roles set, so staff see only what they need
  • First invoices raised together and sent on WhatsApp

Move off WhatsApp and Excel

For teams whose records live in chats, sheets, and an old billing app.

We pull customers, items, and open invoices out of spreadsheets and old billing apps, clean up the duplicates, and set your invoice series to continue from your last number.

  • Duplicate customers and items merged before import
  • Invoice series continues, with no gaps or repeats
  • Switch-over date picked around your billing cycle
  • Tally stays with your CA if that is how you work

Work orders and site proof

For service businesses with people on site: maintenance, landscaping, repairs, installs.

Each job carries its own photos, notes, and the invoice it becomes. When a customer questions the work, the proof is on the job, not in someone's phone.

  • Work orders set up for your recurring jobs
  • Field staff add photos and notes from their phone
  • A finished job turns into an invoice without retyping
  • Customers open the job or invoice from a link, no account needed

Your brand, your domain

For businesses whose customers should see their name, not ours.

Invoices, shared links, login screens, and your online store carry your logo and run on your own domain.

  • Your domain, with SSL set up for you
  • Logo, colours, and fonts on documents and login
  • Online store on the same domain if you sell direct

Needs the Pro plan or above.

For agencies running client businesses

For agencies and consultants who handle billing or sites for several clients.

Each client gets its own branded organisation. You manage all of them from one agency login, instead of a separate tool and password per client.

  • One login across every client organisation
  • Each client on their own brand and domain
  • A record of who changed what, per client

Agency plan, priced on request.

Need the website too?

For businesses that want the public site designed, not only the back office.

The studio behind these sites designs and builds on Zyta, so your website and your workspace stay one system.

  • Business sites, online stores, and customer portals
  • Built on the same workspace you bill from
  • Scoped and quoted per project

What we don't do

We don't file your GST returns.

Zyta keeps invoices and numbering clean for whoever files them, you or your CA.

We don't replace your accountant.

If your books live in Tally, they can stay there. Zyta tracks the job, the invoice, and the payment.

We don't quote blind.

You get a written quote after a short call about how you work today, before any work starts.

We don't keep you dependent.

You hold the owner login. By handover, your team is already using it.

How it runs

01

Tell us what you use

What you bill, how many people, and where your records live today.

02

Call and quote

A short call over your real invoices and sheets. A written quote follows.

03

Setup and import

We configure the workspace and load your data. You check it before go-live.

04

First live week

Real invoices and jobs with your team. We fix what doesn't fit, then hand over.

Not sure you need us?

Tell us what you run on today: WhatsApp, Excel, Tally, a notebook. If the free plan and an afternoon will do, we'll say so. Or email [email protected].