Everything you need to set up, configure and get the most out of StackOMS v2.5 — the complete office management system for professional service firms.
Get StackOMS up and running on your WordPress site in under 15 minutes.
Install the Plugin
Upload the StackOMS ZIP via WordPress → Plugins → Add New → Upload. Activate it. The plugin creates all database tables automatically on first activation.
Configure Your Firm
Go to StackOMS → Setup. Add your Firm Profile (name, logo, GST number, bank details). Then add Services, set up your first Client, and invite Staff members.
Start Managing
Navigate to Manage → Tasks to create your first task. Assign it to a crew member, set a due date, and track it through to completion using the Status Board.
StackOMS is a self-hosted WordPress plugin. There are no external servers or SaaS dependencies — all your data stays in your own database.
Click any module to jump to its documentation.
Tasks & Status Board
Create, assign, filter and track tasks across your entire firm with full audit trail.
Bulk Task Creation
Generate hundreds of recurring tasks at once using templates and client groups.
Flow Entries
Log client communication events, follow-ups and service touchpoints.
Client Reminders
Send automated outstanding balance email reminders to clients.
Appointments
Calendar-based scheduling for crew and client appointments.
Finance & Invoicing
GST invoices, receipts, billing queue, party ledger and opening balances.
Reports & Analytics
Client engagement, crew performance, service summary, overdue and trend reports.
Setup & Masters
Configure firm profiles, services, clients, crew, roles and system settings.
The Dashboard is your command centre. At a glance you see live counts of pending tasks, tasks due today, overdue tasks, and items in the billing queue. The Recent Activity feed shows the last 20 actions across the system, so managers can see what the team has been doing without asking.
💡 Pro Tip
Bookmark the Dashboard URL. It loads the fastest and gives you the complete health check of your firm every morning.
Tasks are the core of StackOMS. Every piece of client work — from a GST return to a legal filing — lives here. Tasks are linked to a Client, a Service, a Period, and assigned to a Crew member. The Status Board gives a visual Kanban-style view grouped by your custom task statuses.
💡 Pro Tip
Use the Bulk Task Creation module at the start of each accounting period to generate all recurring tasks (GST returns, TDS filings etc.) for all clients in one shot.
The Bulk Task Creation (Task Scheduler) module lets you generate large batches of tasks from a template. For Example, Instead of creating GST return tasks one by one for 200 clients, you select the service, period, and due date — and StackOMS creates them all instantly.
💡 Pro Tip
Bulk upload once all the clients taking GST3B Services and use Bulk Task Creation every month-end to generate all GSTR-3B tasks in under 60 seconds.
Flow Entries track client touchpoints — calls made, documents received, emails sent, follow-ups needed. Each flow is linked to a Client and a Flow Type, creating a complete communication history for every client.
💡 Pro Tip
Use Flow Entries to record every client interaction. When a client calls asking about their return status, your team can instantly pull up the full history — no more 'Who spoke to this client last?'
The Client Reminders module sends automated email reminders to clients for service-related tasks or outstanding balances. Instead of manually following up on sending data or unpaid invoices, StackOMS does it for you on demand.
💡 Pro Tip
Set up an SMTP plugin (like FluentSMTP) for reliable email delivery. Without it, reminder emails may go to spam or fail to send entirely.
The Appointments module provides a calendar-based scheduling system for your firm. Book client meetings, schedule crew work, and track time. Appointments integrate with the Timesheet system for accurate time tracking.
💡 Pro Tip
Use appointments for client consultation meetings and time spent on a Task. The Timesheet automatically picks up appointment durations for billing and performance review.
The Finance module consolidates GST invoicing, receipts, billing queue, party ledger, opening balances and firm profiles into a single workflow. It is designed specifically for the Indian GST framework with automatic CGST/SGST/IGST calculation.
💡 Pro Tip
Use the Billing Queue as your month-end workflow. Mark tasks as 'Approved' when work is done, then open Billing Queue to convert them to invoices. No manual invoice creation needed.
StackOMS includes six built-in reports covering client engagement, crew performance, service trends, overdue tasks and more. All reports are filterable by date range, client, service and crew member.
💡 Pro Tip
Run the Overdue Tasks Report every Monday morning. Share it with managers so they can follow up with crew members on any task that missed its due date.
The Setup module (Super Admin and Admin only) is where you configure everything that powers StackOMS. Add your firm profiles, define the services you offer, manage crew members, configure task statuses and tune system settings.
💡 Pro Tip
Always fill in your Firm Profile completely before creating your first invoice. The GSTIN, logo and bank details are printed on every PDF invoice — they cannot be blank.
StackOMS has 6 built-in roles. Each role maps to a WordPress user role and controls exactly what each team member can see and do. Roles are assigned in Setup → Crew Members.
⚠️ Important: The Super Admin role has delete access to all records. Assign it to a maximum of 1-2 senior partners. All other users should use the Admin or Manager role for day-to-day work.
Full Backup
Go to Setup → Backup & Restore and click "Download Backup". You get a ZIP file containing the full SQL dump of all StackOMS tables plus any uploaded media. Download this weekly.
Restore
Upload a previously downloaded backup ZIP on the same Backup & Restore page. StackOMS restores all tables and media. Use this when migrating to a new server or recovering from data loss.
One-Click Updates
When a new version is released, you'll see an "Update Available" notice in your WordPress Plugins screen. Click Update — StackOMS handles the upgrade automatically without touching your data.
Common questions about using and managing StackOMS.
Each license covers one WordPress installation. If you have multiple offices or branch locations, contact us about multi-site licensing.
Never. Updates only change the plugin code, not your database. All tasks, clients, invoices and settings are preserved. We run schema migrations safely on every update.
Currently StackOMS does not have a bulk import wizard. Clients can be added one at a time via Setup → Clients. An import feature is on the roadmap.
Go to Setup → Firm Profiles and add a second profile with its own GSTIN, logo and invoice series. When creating invoices, select which firm profile to bill from.
You can deactivate their account in Setup → Crew Members. Their historical tasks, flow entries and timesheet records remain intact for audit purposes.
StackOMS runs in the browser and is accessible from any device. A dedicated mobile app is planned for a future release. The web interface works well on tablet screens.
Can’t find what you’re looking for? Reach out to our support team — we typically respond within 24 hours.