User Manual  ·  v14

Jaba
Planet

Complete guide to managing your business smarter — from first login to daily operations.

ProductJaba Planet Business Manager
Versionv14 — 2026
PlatformsWeb · Android · iOS (PWA)

Table of Contents

01 Getting Started 02 Navigating the App 03 Recording Transactions 04 Pending Payments 05 Analytics & Reports 06 Goals & Forecast 07 Staff Management 08 Managing Services 09 Business Settings 10 Export & Backup 11 Installing the App 12 FAQ
01

Getting Started

Create your account and set up your business in under 3 minutes

1

Create an Account

Open the app and tap Sign Up. Enter your email address and a strong password. You'll be walked through our Privacy Policy and Terms of Service before your account is created.

2

Name Your Business

Enter your business name exactly as you want it to appear on receipts and reports (e.g. Starlight Cyber, Mama Pima Café). Maximum 40 characters.

3

Select Your Business Type

Choose from: Cyber Café Food Café Salon/Barber Laundry Printing Other. This loads the right default services automatically.

4

Choose Your Currency

Select your local currency: KSh USh TSh RWF ETB USD. Default service prices will reflect your local market rates.

5

You're In!

Your business dashboard is ready. Your services are pre-loaded and you can start recording transactions immediately. All data syncs to the cloud automatically.

Already work at a business that uses Jaba Planet? Instead of creating a new business, tap "Join as Staff Member" on the setup screen and enter the invite code or Business ID your owner gave you.
03

Recording Transactions

How to record sales, expenses, and edits

1

Tap the + Button

The floating purple button opens the transaction form. It's only visible on today's date — you cannot add transactions to past dates.

2

Choose Income or Expense

Tap Income for money coming in (sales, services). Tap Expense for money going out (supplies, rent, utilities).

3

Search and Add Services

Type a service name in the search box — matching services appear as you type. Select one to auto-fill the price, adjust the quantity, then tap Add. You can also type a custom name and price manually.

4

Select Payment Method

Choose Cash or E-Pay (M-Pesa, bank transfer, any electronic method). This affects your cash vs electronic breakdown in reports.

5

Complete Transaction

Tap Complete Transaction. The sale is saved instantly to your local storage and synced to the cloud. A receipt is generated automatically.

Editing and Deleting

Tap any transaction in the list to expand it, then use the action buttons:

Receipt

View and print or share the receipt for this transaction

Edit

Modify the transaction details. Available to owner always; staff can only edit their own entries

Delete

Remove the transaction. Owner deletes directly. Staff sends a delete request for owner approval

Edit and Delete are only available for today's transactions. Past dates are read-only to protect your records. Always review before end of day.
04

Pending Payments

Track clients who haven't paid yet

Pending Payments lets you track credit sales — when a client takes a service but pays later. The badge on the nav icon shows how many open debts you have.

1

Add a Pending Entry

Tap the Pending nav icon, then tap Add Pending Payment. Enter the client's name, add the services they took, set an optional due date, and tap Save.

2

Collect Payment When Client Pays

Tap the client's entry to expand it, then tap Collect Payment. Enter the amount received. If it's less than the full amount, the remaining balance stays in pending automatically.

3

Payment is Recorded

The collected amount is added to today's income automatically. Fully paid entries are removed. Partial payments show a Partial indicator.

Pending entries are sorted by urgency — Overdue entries appear at the top, followed by Due Soon ones. Set due dates so you never forget a debt.
05

Analytics & Reports

Understand your business performance

Access Analytics from Tools → Analytics. All charts and stats are based on your actual transaction history.

Revenue Trend

Weekly bar chart showing daily income patterns. Spot your busiest days at a glance

Peak Hours

Hourly breakdown of when you make the most sales. Useful for staffing decisions

Service Breakdown

Pie chart of your top-earning services. Know what's actually making you money

Recommendations

Automatic tips based on your data — promote slow-selling services or capitalise on peak hours

Staff members see only their own analytics — their personal revenue, peak hours, and service breakdown. The business owner sees the full picture for all staff combined.
06

Goals & Forecast

Set targets and predict future revenue

Setting Goals

Go to Tools → Goals. Set a daily, weekly, or monthly income target. Your progress bar on the Home screen updates in real-time as you record sales throughout the day.

Revenue Forecast

Go to Tools → Forecast. Based on your recent transaction history, the app projects your expected revenue for coming days and weeks. The more data you have, the more accurate the forecast.

Goals and Forecast are available to Pro and Business plan users. Staff members on Business plan see projections based on their own transactions only.
07

Staff Management

Invite team members and track their performance

For the Business Owner

1

Open Staff Settings

Go to Tools → Business Settings → Staff tab. Your unique Business ID is shown here — share it with staff who want to join.

2

Generate an Invite Code

Tap Generate Invite Code. A 6-digit code is created, valid for 7 days. Share this with your staff member — it's the easiest way for them to join.

3

View Staff Performance

The Staff tab shows each team member with their today's total and this month's total including transaction count.

4

Remove Staff

Tap Remove next to any staff member to revoke their access immediately.

For Staff Members

1

Create Your Account

Sign up with your own email and password at the login screen.

2

Join the Business

On the setup screen tap "Join as Staff Member". Enter your name, then choose: Invite Code (6-digit code) or Business ID (from owner's Staff tab).

3

Start Working

A purple banner at the top confirms staff mode. Record transactions normally — each one is tagged with your name so the owner can track your sales.

Staff vs Owner Permissions

FeatureOwnerStaff
Record transactionsYesYes
View transactionsAll transactionsOwn only
Edit transactionsAllOwn only
Delete transactionsDirectRequest only
Pending paymentsYesYes
AnalyticsFull businessOwn stats only
Goals & ForecastYesYes
Export dataYesYes
Business SettingsYesNo
Edit ServicesYesNo
Invite/remove staffYesNo
08

Managing Services

Customise your price list for faster transactions

Go to Tools → My Services. Your service list is the catalogue that appears when you search during a transaction.

Add a Service

Tap Add New Service. Enter the name, category, and price. It appears in search immediately

Edit a Service

Tap any service in the list to edit its name, category, or price. Changes apply to new transactions only

Delete a Service

Tap delete on any service. Past transactions using that service name are not affected

Reset to Defaults

Tap Reset Defaults to restore the original service list for your business type

Only the business owner can edit services. Staff members can search and use services during transactions but cannot add, edit or delete them.
09

Business Settings

Update your profile, currency, and account

Access via Tools → Business Settings. The settings panel has four tabs:

Profile Tab

Change your business name, type, and currency. Changes reflect on all new receipts immediately

Subscription Tab

View your current plan, days remaining, payment history, and upgrade or cancel options

Staff Tab

View your Business ID, generate invite codes, see staff list with performance stats, and remove staff

Account Tab

View your account email and sign out. Use this when switching between owner and staff accounts

Appearance

In the Tools menu, scroll to Appearance and toggle Dark Mode for a dark theme that's easier on the eyes at night.

10

Export & Backup

Save, share and protect your data

Export to CSV

Download all transactions as a spreadsheet-ready CSV file. Open in Excel or Google Sheets

Print Report

Generate a formatted daily or period report ready for printing via Tools → Print Report

Backup Data

Download a full JSON backup of all your data. Store it on your phone or Google Drive

Restore Data

In Tools, drag and drop a backup JSON file or tap to browse. Your data is restored instantly

Even though your data syncs to the cloud automatically, download a manual backup once a week as an extra safety measure.
11

Installing the App

Add Jaba Planet to your home screen for the best experience

Jaba Planet is a Progressive Web App (PWA). Install it on your phone like a native app — no App Store needed.

1

Android (Chrome)

Open the app in Chrome. Tap the three-dot menu at the top right, then tap "Add to Home screen" or "Install app". Confirm and it appears on your home screen.

2

iPhone / iPad (Safari)

Open the app in Safari. Tap the Share button, scroll down and tap "Add to Home Screen". Tap Add to confirm.

3

Enjoy the App Experience

Once installed, Jaba Planet opens full-screen with no browser bars. It works offline for viewing data and syncs when you reconnect.

The installed app works offline. You can view your existing data and record transactions without internet. Everything syncs to the cloud the next time you're connected.
12

Frequently Asked Questions

Common questions and answers

Can I use Jaba Planet on multiple devices?
Yes. Sign in with the same account on any device and your data syncs automatically through the cloud. Changes made on one device appear on the other within seconds.
What happens if I lose internet connection?
The app continues working offline using your locally cached data. Any transactions recorded offline are synced automatically the next time you reconnect.
Can I add transactions for past dates?
No. The + button is only available on today's date to keep records accurate. For missed transactions, record a note in a pending entry.
How do I change my currency?
Go to Tools → Business Settings → Profile tab and select a new currency. Existing transaction amounts are not converted — only new transactions use the new currency symbol.
My staff member can't join — what do I do?
Make sure they are using the exact 6-digit invite code (codes expire after 7 days — generate a new one if needed). Alternatively share your Business ID from the Staff tab — it never expires.
Is my data safe?
Yes. All data is stored in Google Firebase with security rules ensuring only you and your authorised staff can access it. Passwords are managed by Google Authentication. We recommend taking weekly backups.
How do I sign out?
Go to Tools → scroll down → tap Sign Out. Or go to Business Settings → Account tab → Sign Out.
Can I have multiple businesses on one account?
Currently each account is linked to one business. To manage a second business, create a separate account with a different email address.