Action	User	Activity Details	Entity	IP / Host	Time
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Client	Type	Contact	Owner	Projects	Service	Status	Value (KES)
Loading your clients…

CLIENT JOURNEY LEAD TO CONVERSION

Lead Generation & Pipeline

Capture leads → Qualify with calls & meetings → Convert to Account, Contact & Deal → Advance Pipeline to Won.

Total Leads 0 Hot

0 active

Pipeline Potential

KES 0

Conversion Rate

0% converted

Calls & Touchpoints

0 calls logged

All Leads Active Prospects Qualified Leads Converted Clients New / Untouched

Rating: Hot 🔥 Warm ⚡ Cold ❄️

Source:

Owner:

Lead Records 0 Records

Click any lead row to view complete CRM journey, touchpoints & conversion milestones.

	Lead Name	Company / Brand	Email Address	Phone Number	Lead Source	Owner	Est. Value	Status	Actions
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Sales Pipeline Kanban

Lead → Meeting → Proposal sent → Negotiation → Won. Drag or click deal cards to advance stages.

Loading pipeline deals…

Stakeholders & Contacts Directory

0 Records

Individual contacts created from leads or client accounts.

Contact Name	Company / Account	Designation / Title	Email Address	Phone	Lead Source / Notes	Action
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Corporate Accounts & Clients

0 Accounts

Central accounts directory converted from qualified leads or added directly.

Account Name	Industry Type	Primary Contact	Account Owner	Active Projects	Status	Total Value (KES)	Action
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Phone Calls & Touchpoints Log

0 Calls

Track outbound discovery calls, follow-ups, durations, and outcomes.

Date & Time	Type	Lead / Client	Purpose	Outcome	Duration	Logged By	Call Notes
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Scheduled Discovery & Pitch Meetings

0 Meetings

Integrated with Operations Calendar and auto-generated Google Meet video rooms.

Meeting Title	Date & Time	Related Prospect / Client	Location / Meet	Attendees	Status	Action
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Project	Client	Type	Manager	Stage	Status	Progress	Priority	Deadline	Budget (KES)
Loading your projects…

Quote No	Title & Client	Total Amount	Status	Validity	Date	Actions
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Invoice	Client	Type	Amount	Method	eTIMS	Status	Due	Actions
Loading invoices from database…

Expense	Category	Project	Amount	ETR / eTIMS	Document	Date	Actions
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Settings

Appearance preferences and system configuration.

My Profile & Account

Manage your personal details, profile picture, and account credentials.

Profile Picture

Upload a high-resolution photo (JPG, PNG, WebP or GIF, up to 10MB). Square aspect ratio looks best.

Full Name *

Professional Title / Role

Department

Phone / WhatsApp Number

Primary Login Email (Contact Admin to change)

Bio / Short Note

Change Account Password (Leave blank if you don't want to change password)

Current Password

New Password

Confirm New Password

Appearance

Customize the look and feel of your workspace.

Theme

Notification Email

Add a secondary email to receive copies of all system notifications.

Secondary Email Address

App Download & Push Notifications

Run JMOS as a native standalone application and receive real-time desktop & mobile alerts.

Browser Push Notifications

Checking…

Receive native alerts for production shoots, task assignments, chat messages, and client payments even when JMOS is minimized or running in the background.

Download App for PC & Mobile

Ready to Install

Install JMOS directly to your Windows PC, Mac, Android, or iOS device. Launches instantly in full-screen window with offline support and zero browser toolbars.

User Roles & Granular Access Control

Create custom user roles and configure modular permission access rights for each functional area of JMOS.

Loading workspace roles & permissions...

SMTP Email Gateway

Outgoing notifications, invoices, and cascade alert emails.

Active Gateway

SMTP Host *

SMTP Port *

SMTP Username / Email *

SMTP Password *

Encryption

From Email Address

Sender Display Name

Test SMTP Connectivity

Send a live test verification email to confirm server delivery using the credentials above.

Google Calendar & Task API

Sync shoots, client meetings, task milestones & project deliveries.

Connected API

Target Google Calendar ID *

OAuth Client ID

Client Secret

Google API Key / Service Account JSON Supports standard API keys or full Google Cloud Service Account JSON keys.

Bi-directional Calendar Sync

Automatically pushes new meetings, production shoots, and project deadlines directly to Google Calendar and notifies attendees.

Branded Email Notifications & Reminders

Preview and test outgoing branded HTML emails for team assignments, calendar reminders, invoices, and closed deals.

4 Templates Ready

1. Task Assignment

Notifies team members when assigned a new production task.

2. Calendar Reminder

Shoots, meetings, and calendar agenda alerts with Google Calendar sync.

3. Invoice Statement

Client billing reminder with NCBA, M-Pesa paybill, and eTIMS badge.

4. Deal-Won Alert

Broadcasts new closed deal to team and starts production cascade.

Company & Operations Defaults

System timezone, business currency, and organization metadata.

Company Name

Default Currency

System Timezone

Connect Gava (KRA / eTIMS & iTax Gateway)

eTIMS Active

Government of Kenya tax synchronization for professional creative services, claimable direct expense ETRs, 5% WHT deductions, and real-time income tracking.

KRA PIN *

Taxpayer Name *

eTIMS Branch / Device ID

VAT Rate (%) — Service (0% Exempt)

Withholding Tax (WHT %)

Gava Connection Status

✓ eTIMS & iTax Synced: Professional creative services operate at 0% VAT (Exempt); all direct project expenses with ETR are tax-deductible with 5% WHT compliance.

Verified KRA PIN

Software Upgrade & System Maintenance

IT Manager

Deploy updated codebase archives, execute safe database migrations, and generate zero-data-loss system backups.

Laravel ... PHP ... Database Online Checking migrations…

Zero Data Loss Protection Active

✓ Automated DB Backup: Snapshot created prior to applying changes.

✓ Protected Secrets: Existing .env file is never overwritten.

✓ Storage Shielded: All client media & uploads in storage/ remain untouched.

✓ Safe Migrations: Runs strictly migrate --force without data drops.

Deploy Code Update (.zip)

Upload the update zip package provided by your engineering team containing new features or bug fixes.

Click or drag & drop updated code (.zip)

Maximum archive size: 150MB

Run pending database migrations automatically (migrate --force) Create automated safety database backup before extracting Clear and refresh application caches (optimize:clear)

Quick System Actions

Execute operational maintenance tasks without re-uploading code archives.

Database Migrations Check & apply pending schema migrations

Instant Database Backup Generate a live SQL dump of all 23+ tables

Clear Application Caches Purge view, route, config, and framework caches

Recent Database Backups 0 stored

No backups generated yet.

Execution Log & Terminal Output

[System Ready] JMOS System Software Upgrade & Maintenance console initialized. Waiting for action...

Third-Party APIs & Gateway Integrations Documentation

IT Knowledge Base

Technical integration guides, live webhook URLs, authentication structures, and setup instructions for external platforms.

5 Core Gateways Documented

Kenya Revenue Authority (KRA) eTIMS & iTax Setup Guide PIN: P052209707D Verified

JMOS integrates with the Government of Kenya (GoK) eTIMS Tax Compliance Engine via the Connect Gava middleware. This provides automated electronic tax invoice signing, 0% VAT exemption handling for professional media production, direct project expenses ETR validation, and 5% Withholding Tax (WHT) ledger deductions.

1. Entity Registration & PIN

Corporate PIN: P052209707D (Jeota Media Limited). Ensure PIN status is Active on KRA iTax portal.

2. eTIMS OSCU / VSCU Device ID

Default Branch Code: 00. Production environment communicates via secure virtual ETR device profile.

3. Professional Services VAT (0%)

Creative & film services are classified as 0% VAT (Exempt). Invoices generated in JMOS apply 0% VAT automatically.

4. Direct Expenses ETR Deductions

Expense receipts uploaded in JMOS are verified against valid KRA Control Unit Numbers (CU Numbers) for tax deduction.

// KRA eTIMS Transmission Payload Example (POST /api/invoices/{id})
{
"taxpayer_pin": "P052209707D",
"branch_id": "00",
"invoice_number": "INV-2026-001",
"vat_rate_pct": 0.0,
"wht_deduction_pct": 5.0,
"classification": "Professional Film & Creative Services"
}

Google Calendar & Google Meet API Connection OAuth 2.0 / Service Account

Bi-directional synchronization pushes shoot dates, client meetings, task milestones, and production deadlines straight to Google Calendar and generates Google Meet conference rooms automatically.

1. Authorized Redirect URI

https://jmos.jeotamedia.co.ke/api/calendar/callback

2. Required OAuth Scopes

https://www.googleapis.com/auth/calendar.events

Zoho CRM Inbound Lead Webhook & Pipeline Engine REST Inbound

Configure Zoho CRM Workflow Rules to POST new website inquiries directly into the JMOS Lead Pipeline:

Webhook Ingestion Endpoint:

POST https://jmos.jeotamedia.co.ke/api/leads

M-Pesa Daraja & NCBA Commercial Bank Reconciliation Instant STK Push

Supports instant mobile checkout via Safaricom Lipa na M-Pesa Online (STK Push) and NCBA Corporate Paybill:

Corporate Paybill

Business Shortcode: 522522 (NCBA Bank)

Account Reference

6772740015 (Invoice Number appended)

SMTP Transactional Mail & Web Push Notifications Gateway VAPID / Service Worker

DNS and mail server configuration for guaranteed inbox delivery:

SPF Record (TXT)

v=spf1 include:mail.jeotamedia.co.ke ~all

DMARC Policy (TXT)

v=DMARC1; p=quarantine; rua=mailto:jmos@jeotamedia.co.ke

Item / Description	Milestone / Scope	Qty	Amount (KES)
Production Deposit 60% — Aquila	Deposit 60%	1	KES 667,788
Subtotal:			KES 667,788
eTIMS Tax / VAT:			KES 0.00 (Exempt/Direct)
TOTAL DUE:			KES 667,788

Run all of Jeota from one place.

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Live system status & operations

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Operations Calendar

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Audit Trail & Activity Log

Clients

Operations Calendar

September 2026

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Upcoming This Week

Team Chat & Direct Messaging

Lead Generation & Pipeline

Sales Pipeline Kanban

Stakeholders & Contacts Directory

Corporate Accounts & Clients

Phone Calls & Touchpoints Log

Scheduled Discovery & Pitch Meetings

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Finance

Account balance

Connect Gava · KRA eTIMS Compliance

Recent financial activity

Quotations

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People

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