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Guides

Guides

Practical, step-by-step guides for getting started — as a school on Edu360, or a partner on Connect.

For Schools

Getting your school onto Edu360

1. Request a demo

Book a demo or call us to walk through Edu360 with your admin team and confirm which modules you need.

2. Set up your workspace

Your school gets its own isolated, multi-tenant workspace — academic years, classes, sections and subjects are configured first.

3. Import existing records

Student, teacher and parent records are bulk-imported rather than entered one by one.

4. Switch on your modules

Attendance, fees, transport, hostel and exams are turned on per school — you only use what you need.

Quotes & GST invoices

Free quotation & GST invoice guides

Templates and plain-language guides from the team behind CappsAI Studio.

Quotation format in Word & Excel

Free GST quotation templates and a filled sample.

How to make a quotation

Eight steps to a quote that wins the job.

GST invoice format

Every mandatory field, with a free template.

CGST, SGST & IGST explained

Which tax goes on your invoice, with examples.

Proforma invoice format

What it is and how it differs from a tax invoice.

How to choose a CRM for a small business

What you really need, what to skip, and a two-week trial plan.

Website lead capture: 10 best practices

Turn more visitors into enquiries, and reply faster.

For Partners

Becoming a Connect partner

1. Apply & upload KYC

Submit your documents for verification before you can go online and receive jobs.

2. Go online

Once verified, you're dispatched jobs that match your skills and area.

3. Accept & complete jobs

First to accept wins the job; a completion code from the customer closes it out.

4. Get paid

Payment goes straight to your wallet, with fees itemized on every transaction.

Ready to get started?

Reach out about Edu360 for your school, or apply as a Connect partner.