Requirements checklist
What to ask for when choosing software for temples and religious trusts.
A checklist built from how temples and religious trusts work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Seva and pooja booking
- Online seva request
- Donations by fund
- Numbered receipts
- Priest schedule
- Festivals and utsavam days
- Devotee register and reports
Roles that need their own access
Who logs in, and what each person may see or change.
- For temple office and counter staff
- For trustees and managing trustees
- For accountants
- For priests
Reports to ask for
Ask to see each one with your own sample data.
- Today’s and this month’s donations
- Donations and seva bookings totals
- Collections by payment mode: cash, cheque, bank transfer and online
- Receipts register, downloadable as CSV
- Seva bookings by date, with online requests still pending
- Devotee list, downloadable as CSV
Systems it may need to connect to
Note which ones you already run.
- Bank transfer references
- WhatsApp chat button on your website
- CSV export for your accountant
Questions for any vendor
Put these to every supplier you are comparing.
- Can devotees book sevas online from our website?
- Can it print tax-exemption receipts?
- How does it handle hundi counting?
- Can the trust’s accountant use it with an accounting package?
- Can old devotee and donation records be moved?
- Can counter staff use it on a tablet or phone?
- Who owns the temple’s data?
- What does the trust have to pay?
- Is it worthwhile for a small temple?
- When could the counter begin issuing numbered receipts?
- What should trustees and the office gather before set-up?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Two families are given one homa slot
- The donor wants last year’s receipt
- Festival cash never matches
- Devotees far away cannot book
Prefer to talk it through? See the temples and religious trusts page.