🚀 IniJasa

Platform Manajemen Bisnis Jasa untuk Agensi dan UMKM Indonesia

IniJasa adalah platform SaaS yang dirancang khusus untuk membantu pemilik bisnis jasa di Indonesia mengelola operasional bisnis mereka secara terintegrasi — mulai dari database klien, penawaran proyek, pipeline sales, hingga pencatatan keuangan — dalam satu command center yang sederhana namun powerful.

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📋 Daftar Isi

• Overview
• Fitur Utama
• Tech Stack
• Struktur Projek
• Modul & Fungsionalitas
• Database Schema
• Development Notes
• Roadmap

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🎯 Overview

Problem Statement

Banyak pemilik bisnis jasa (agensi, konsultan, UMKM) di Indonesia masih kesulitan mengelola operasional mereka:

• Data klien tersebar di WhatsApp, notes, atau Excel
• Sulit tracking deal mana yang masih prospek, sudah closing, atau gagal
• Keuangan tidak tercatat dengan baik
• Tidak tahu performa bisnis secara real-time

Solution

IniJasa menyediakan platform all-in-one yang menyatukan:

• CRM sederhana untuk database klien
• Deal Pipeline untuk tracking sales funnel
• Service Management untuk kelola paket jasa
• Financial Tracking untuk catat pemasukan & pengeluaran
• Dashboard Analytics untuk monitor performa bisnis

Target Pengguna

Segmen	Karakteristik	Use Case
Agensi Jasa	Tim kecil (2-10 orang), project-based	Pipeline management, multi-client tracking
UMKM Jasa	Owner-operator, bisnis lokal	Pencatatan keuangan, database klien, promo
Konsultan	Freelancer/small firm	Service packages, deal tracking

Value Proposition

"Kelola bisnis jasamu tanpa ribet — dari pertama klien hubungi sampai uang masuk rekening, semua tercatat rapi di satu tempat."

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✨ Fitur Utama

1. 🏢 Multi-Business Management

• Satu user bisa kelola beberapa bisnis
• Switch business dengan mudah via dropdown
• Setiap bisnis punya data terpisah (klien, deals, keuangan)

2. 📦 Service Package Management

• Buat dan kelola paket jasa (one-time service)
• Set harga, deskripsi, status aktif/nonaktif
• Quick-select saat create deal

3. 👥 Client CRM

• Database klien lengkap dengan company, kontak, alamat
• Tracking sumber klien (Referral, Social Media, Direct, etc.)
• History deals per klien
• Notes untuk catatan penting

4. 💼 Deal Pipeline Management

Pipeline 5-stage yang fixed untuk konsistensi:

Lead → Qualified → Proposal → Negotiation → Won/Lost
10%     25%         50%         75%          100%/0%

Fitur Deal:

• Assign client & service package
• Nilai deal otomatis dari harga service
• Apply discount (percentage)
• Expected close date
• Track stage progression
• Deal history

5. 💰 Financial Management

Income Tracking

• Kategori: Deal Payment, Lainnya
• Metode: Transfer, Cash, QRIS, Lainnya
• Link langsung ke deal (optional)
• Filter by date range

Expense Tracking

• Kategori: Operasional, Marketing, Tools, Lainnya
• Pencatatan pengeluaran bisnis
• Analisis profitabilitas

Payment Status

• Pending: Belum ada pembayaran
• Partial: Sebagian sudah dibayar
• Paid: Lunas
• Cancelled: Deal dibatalkan

6. 📄 Invoicing & Billing

• Buat invoice profesional secara mandiri atau dari deal yang sudah ada
• Download invoice dalam format PDF
• Lacak status tagihan (Draft, Sent, Paid, Overdue)
• Kustomisasi pajak dan item secara dinamis

7. 📊 Dashboard & Analytics

Metrics Display:

• 💵 Total Revenue (bulan ini) + percentage change
• 📈 Active Deals (deals yang belum Won/Lost)
• 👥 Total Clients + growth rate
• 📉 Deal Conversion Rate
• ⏳ Outstanding Payments

Visualisasi:

• Revenue vs Expense chart (6 bulan terakhir)
• Deal pipeline overview
• Recent activities

8. 🎨 Professional Branding

• Upload logo bisnis
• Business profile lengkap (kategori, deskripsi, kontak)
• Professional look untuk kredibilitas

9. 📈 Laporan & Export Data

• Laporan Laba-Rugi (Profit & Loss): Analisis komprehensif pendapatan bulanan dikurangi pengeluaran.
• Laporan Pipeline Sales: Ringkasan performa deal di tiap stage (total, nilai, conversion rate).
• Export to CSV: Kemudahan satu klik untuk men-download data Klien, Deals, Transaksi Keuangan, dan Laporan ke format CSV/Excel.

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🛠 Tech Stack

Backend

• PHP 7.4+ — Server-side logic
• MySQL 8.0 — Database dengan InnoDB engine
• MySQLi — Database interface (prepared statements untuk security)

Frontend

• HTML5/CSS3 — Semantic markup
• Bootstrap 5.3 — Responsive UI framework
• JavaScript (Vanilla) — Client-side interactivity
• Font Awesome 6 — Icon library
• Chart.js (planned) — Data visualization

Development Tools

• XAMPP — Local development environment
• Git — Version control
• VS Code — Code editor

Security Features

• Password hashing dengan password_hash() (bcrypt)
• Prepared statements untuk SQL injection prevention
• CSRF token untuk form submissions
• Session management untuk authentication
• Input validation & sanitization

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📁 Struktur Projek

inijasa/
├── assets/
│   ├── css/
│   │   └── style.css              # Custom styling
│   ├── js/
│   │   └── main.js                # Frontend interactivity
│   └── uploads/
│       └── logos/                 # Business logos storage
│
├── auth/
│   ├── login.php                  # Login page
│   ├── register.php               # Registration page
│   └── logout.php                 # Logout handler
│
├── database/
│   ├── schema.sql                 # Database structure
│   └── schema_with_rich_data.sql  # Schema + sample data
│
├── includes/
│   ├── db.php                     # Database connection
│   ├── functions.php              # Helper functions
│   ├── header.php                 # Page header component
│   ├── sidebar.php                # Navigation sidebar
│   └── footer.php                 # Page footer component
│
├── index.php                      # Landing page
├── dashboard.php                  # Dashboard (overview metrics)
│
├── setup-business.php             # First-time business setup
├── business-profile.php           # Edit business profile
│
├── services.php                   # Service packages list
├── service-form.php               # Add/Edit service
│
├── clients.php                    # Client list & CRM
├── client-form.php                # Add/Edit client
│
├── deals.php                      # Deal pipeline view
├── deal-form.php                  # Add/Edit deal
├── deal-detail.php                # View deal details, history & payments
│
├── invoices.php                   # Invoice list
├── invoice-form.php               # Create/Edit invoice
├── invoice-detail.php             # Invoice details view
├── invoice-pdf.php                # Generate PDF invoice
│
├── finance.php                    # Financial tracking (income/expense)
├── transaction-form.php           # Add/Edit transaction
│
├── reports.php                    # Laporan Laba-Rugi & Pipeline
├── export-csv.php                 # Handler export data ke format CSV
│
├── PRD.md                         # Product Requirements Document
└── README.md                      # Dokumentasi projek (you are here)

File Organization Pattern

Page Structure

Setiap halaman utama mengikuti pola:

1. Require dependencies (db.php, functions.php)
2. Authentication check (requireLogin())
3. Business validation (redirect ke setup jika belum punya bisnis)
4. Data fetching (queries)
5. Include header
6. Page content
7. Include footer

Form Pattern

Setiap form mengikuti pola:

• CSRF token generation (generateCSRFToken())
• POST handler dengan validation
• Success: Flash message + redirect
• Error: Show error message

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🔧 Modul & Fungsionalitas

1. Authentication Module (auth/)

Register Flow:

Input: Name, Email, Password → 
Validation → 
Hash Password → 
Insert to DB → 
Redirect to Login

Login Flow:

Input: Email, Password → 
Verify Credentials → 
Set Session (user_id, business_id) → 
Check if has business? 
  → Yes: Dashboard
  → No: Setup Business

2. Business Module

First-Time Setup:

• Wajib sebelum bisa akses fitur lain
• Input: Business name, category, description, contact info, logo
• Set as primary business
• Session business_id di-set

Multi-Business:

• User bisa create multiple businesses
• Switch business via dropdown di sidebar
• Filter semua data by business_id

3. Service Module

CRUD Operations:

• Create/Update service package
• Soft delete (is_deleted = 1)
• Status: Active/Inactive
• Pagination & search

Business Logic:

• Service harga auto-populate deal value
• Service bisa di-link ke multiple deals

4. Client Module (CRM)

Features:

• Complete contact information
• Source tracking (marketing analytics)
• Notes field untuk catatan internal
• Deal history per client

Filter & Search:

• Filter by source
• Search by name/company/email
• Sort by date, name

5. Deal Module (Sales Pipeline)

Pipeline Stages:

Stage	Deskripsi	Probability	Actions
Lead	Klien baru inquiry	10%	Qualify →
Qualified	Budget & kebutuhan cocok	25%	Send proposal →
Proposal	Penawaran dikirim	50%	Apply discount, negotiate →
Negotiation	Negosiasi terms	75%	Finalize →
Won	Deal closed! 🎉	100%	Create invoice, payment tracking
Lost	Deal gagal	0%	Record reason, follow-up later

Deal Logic:

• final_value = deal_value - (deal_value * discount_percent / 100)
• Discount hanya bisa apply di stage Proposal keatas
• Stage Won/Lost adalah final state
• Track stage changes secara mendetail dengan timestamp di tabel deal_stage_history

6. Financial Module

Income Categories:

• Deal Payment (linked to specific deal)
• Lainnya

Expense Categories:

• Operasional
• Marketing
• Tools
• Lainnya

Payment Tracking:

Deal Created (Pending) → 
Partial Payment → 
Full Payment (Paid) or Cancelled

Reports:

• Monthly revenue vs expense
• Profit margin
• Outstanding payments
• Payment methods breakdown

7. Dashboard Module

Metrics Calculation:

// Revenue (current month)
SELECT SUM(amount) FROM transactions 
WHERE type='Income' AND MONTH(transaction_date) = CURRENT_MONTH

// Active Deals
SELECT COUNT(*) FROM deals 
WHERE current_stage NOT IN ('Won', 'Lost')

// Conversion Rate
(Won Deals / Total Deals) * 100

// Outstanding Payments
SELECT SUM(final_value) FROM deals 
WHERE payment_status != 'Paid'

8. Invoice Module

Features:

• Generate invoice untuk deal tertentu / klien tanpa deal
• Automatic invoice number generation
• Flexible invoice line items & taxes
• Status tracking (Draft, Sent, Paid, Overdue)
• Export to PDF untuk client

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🗄 Database Schema

Entity Relationship

┌─────────┐
│  users  │
└────┬────┘
     │ 1:N
     ↓
┌──────────┐       ┌──────────────┐
│businesses│ 1:N   │   services   │
└────┬─────┘←──────┤              │
     │             └──────┬───────┘
     │ 1:N                │
     ↓                    │
┌─────────┐               │
│ clients │               │
└────┬────┘               │
     │ 1:N                │ N:1
     ↓                    ↓
┌────────────┐     ┌──────┴───────┐
│   deals    │────→│    deals     │
└─────┬──────┘     └──────────────┘
      │ 1:N
      ↓
┌───────────────┐
│ deal_payments │
└───────────────┘

┌───────────────┐
│stage_history  │
└───────────────┘

┌──────────────┐       ┌───────────────┐
│   invoices   │──────→│ invoice_items │
└──────────────┘ 1:N   └───────────────┘
  (linked to deals & clients)

┌──────────────┐
│ transactions │ (linked to business & optionally to deal)
└──────────────┘

Key Tables

users

• Primary authentication entity
• Can own multiple businesses

businesses

• Multi-tenancy dengan user_id
• Semua data scoped by business_id
• Primary business flag

services

• Service packages per business
• Soft delete support
• Active/Inactive status

clients

• CRM database
• Source tracking
• Linked to deals

deals

• Core sales pipeline
• Links client + service
• Discount & final value calculation
• Stage progression

deal_payments

• Payment installments
• Multiple payments per deal
• Payment methods tracking

deal_stage_history

• Melacak log perpindahan stage sebuah deal

transactions

• Income & Expense tracking
• Optional link to deals
• Category & method

invoices

• Invoice details (number, status, due dates, tax)
• Linked to deal and client
• PDF generation ready

invoice_items

• Rincian item per invoice (deskripsi, quantity, harga)

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💻 Development Notes

Code Conventions

Naming:

• Files: kebab-case.php
• Database: snake_case
• Functions: camelCase()
• Constants: UPPER_SNAKE_CASE

Security:

• ✅ Always use prepared statements
• ✅ Sanitize input with htmlspecialchars() (via e() helper)
• ✅ Validate file uploads (type, size)
• ✅ CSRF protection on forms
• ✅ Session-based authentication

Database:

• Use transactions untuk operasi yang multi-table
• Index pada foreign keys dan frequent query fields
• Soft delete untuk data yang perlu audit trail

Helper Functions (includes/functions.php)

isLoggedIn()              // Check if user authenticated
getCurrentBusinessId()    // Get active business ID from session
requireLogin()            // Redirect if not authenticated
formatCurrency($amount)   // Format to Rupiah
formatDate($date)         // Format to Indonesian locale
setFlashMessage()         // Set session flash message
getFlashMessage()         // Retrieve & clear flash message
generateCSRFToken()       // Create CSRF token
verifyCSRFToken()         // Validate CSRF token

Session Variables

$_SESSION['user_id']      // Current logged in user
$_SESSION['business_id']  // Current active business
$_SESSION['flash']        // Flash messages
$_SESSION['csrf_token']   // CSRF protection

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🚀 Roadmap

Phase 1 - MVP (Current)

• ✅ Authentication (Login/Register)
• ✅ Business Profile Management
• ✅ Service Package CRUD
• ✅ Client CRM
• ✅ Deal Pipeline (5 stages)
• ✅ Deal Detail & Stage History Track
• ✅ Financial Tracking (Income/Expense)
• ✅ Dashboard Metrics
• ✅ Payment Tracking
• ✅ Invoice Generation & PDF Export
• ✅ Laporan Laba-Rugi & Export CSV

Phase 2 - Enhancements (Q2 2026)

• Email Notifications (deal updates, payment reminders)
• Advanced filters & search
• Bulk actions
• Data export (CSV/Excel)
• Activity log & audit trail

Phase 3 - Advanced Features (Q3 2026)

• Recurring/Subscription Services
• Team collaboration (multi-user per business)
• Role-based access control
• Client Portal (klien bisa login, lihat invoice, bayar)
• Payment Gateway Integration (Midtrans, Xendit)
• WhatsApp Integration
• Advanced analytics & forecasting

Phase 4 - Scale (Q4 2026)

• Mobile App (React Native)
• API untuk integrasi
• Automated workflows
• AI-powered insights
• Multi-currency support
• Multi-language (English)

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📝 License & Credits

IniJasa © 2026 — Platform Manajemen Bisnis Jasa

Dibuat dengan ❤️ untuk UMKM dan Agensi Jasa Indonesia 🇮🇩

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📞 Support

Untuk pertanyaan development atau issue, silakan hubungi tim development.

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Version: 1.5 MVP
Last Updated: Maret 2026
Status: Active Development