Getting started

How to use GEMINV

Everything you need to run your gemstone business - from your first gem to a curated client showcase. It takes about 10 minutes to get going.

1. Add your gemstones

Go to Inventory → Add Gemstone. Fill in the Gem ID, type, carats, colour, origin, treatment, and your cost and selling prices.

Upload photos and certificate PDFs right on the gemstone - they’re stored securely and shown in the client portal only for gemstones you choose to share.

Set a status (Available, Reserved, Sold, Handed Over, Returned - or your own custom status) so your dashboard and reports always reflect reality.

2. Import an existing Excel sheet

Already keep your stock in Excel? Open Settings → Database and click “Excel Template” to download a blank sheet with the exact column headings.

Fill it in (or paste from your own sheet), then click “Import Workbook” to bring every recognisable row straight into your Inventory - colours, certificate labs and sale remarks included.

Every sheet you import is also kept as-is under “GemSheets”, so nothing from your original file is ever lost.

3. Track buyers, sales & payments

Add buyers under Buyers, then record sales against them. GEMINV supports partial payments - log each payment as it comes in.

Outstanding balances, receivables and profit are calculated automatically, so you always know who owes what and how much you’ve made.

4. Share with clients - Collections & Gem Shows

Group gems into Collections or Gem Shows and assign them to specific Clients. Each client gets a private portal showing only the gems curated for them - never your full stock or your costs.

Perfect for sending a curated selection ahead of a show or a private viewing.

Clients can message you straight from their portal - to say hello or ask about a specific gem by its Gem ID - and every conversation lands in your own Messages inbox alongside your team.

5. Invite your team & clients

As the owner, go to Settings → Users & Access to invite people. Managers get day-to-day access with granular permissions you control (and you can hide cost, payments, or whole sections). Clients get the read-only portal above.

Invites can go out by Google sign-in or by a username + password you generate.

Need one person to be both? You can grant an existing account a second role - they get a small switcher to flip between their Manager view and Client view without signing out.

6. Reports & exports

The Reports page gives you sales, profit and receivables at a glance. Export any view to Excel or a clean PDF you can send to a buyer - internal-only columns are placed last so they’re easy to crop out.

7. Security

Your data is private to your workspace - every record is isolated, and gemstone cost is never exposed to clients.

Self-signup accounts verify their email at signup and confirm a fresh emailed code when signing in from a new device, on top of optional authenticator two-factor authentication.

As the owner, Settings → Security lets you download a full backup of your workspace any time and restore it later - alongside automatic encrypted off-site backups.

8. Trial & subscription

Every new business starts with a 7-day free trial - full access, no payment needed. Subscribe any time from the Subscribe page to keep everything permanently. If the trial ends without subscribing, your workspace is kept for a short grace period and then removed, so subscribe before then to keep your data.

Ready to start?

Create your workspace and get 7 days free - no payment required.

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Have a question? See the FAQ.