Quick start by role

Each person on a Konkat project does a different job, so each needs a different first day. Find your role below, work through the checklist, and follow the links when you want more detail. Share this page with your team when you add them.

Owner#

You run the company and can do everything on your projects, including giving others the right to correct logs.

1. Set floor 0’s name — on Projects, set Floor 0 is called (e.g. Stilt / S). See Create a project.
2. Create the project — Projects → New project. See Your first project.
3. Add logins and the team — People → New person, then Project setup → Team. See Team and people.
4. Decide who may correct logs — tick Can correct logs on the Team for a trusted engineer. Only an owner can do this.
5. Read the Dashboard daily — overruns, sign-offs waiting, workers on site, money due. See Dashboard and Money summary.

Admin#

You set things up for the owner: projects, units, people, roles.

1. Units — create floors and units, then fill details in bulk. See Floors and units and The units table.
2. Custom roles — make Storekeeper, Accounts and Sales roles. See Roles and permissions.
3. Worker types — check the list under Project setup → Worker categories. See Project settings.
4. Settings — material reminder days and the plan-change reason rule. See Project settings.

Engineer / project manager#

You own the plan and the quality of the work.

1. Learn the Gantt — drag, resize, right-click. See The Gantt chart.
2. Add the slab cycles — From template, one per floor. See Templates.
3. Link the work — so delays push later tasks. See Links and dependencies.
4. Set responsibility and sign-off on each task. See The task form.
5. Know the change rule — after the start, date changes need a reason. See Plan changes after the start.
6. Clear your Sign-off queue daily. See Sign-off.

Supervisor#

You record what happens on site, mostly from your phone.

1. Install the app on your phone. See Install the app.
2. Mark progress — floors or flats started and done. See Update progress.
3. Fill the workers sheet every morning. See Workers sheet.
4. Send daily logs — snapshots during the day, an end-of-day summary at close. See Daily log.
5. Take photos with the in-app camera. See Photos.
6. Log delays the same day, with the cause. See Delays.
7. Ask for material before you run out. See Material requests.

QC#

1. Record checks with photos, and raise concerns with a fix-by date. See Quality checks.
2. Sign off finished work — approve or reject with a note. See Sign-off.
3. Handle snags and complaints. See Complaints.

Storekeeper#

Suggested ticks: See stock, Stock in / out, Request material.

1. Learn the stores — site store and central yards. See Stores.
2. Check material units — Bag, Cum, Brass and their conversions. See Materials and units.
3. Enter opening stock and record stock in, used and transfers. See Stock movements.
4. Receive deliveries against purchase orders with the challan number. See Receiving deliveries.
5. Watch the forecast for material running out. See Stock forecast.

Accounts#

Suggested ticks: Purchase orders, Payments & money, See stock.

1. Set up suppliers with GSTIN and agreed rates. See Suppliers and subcontractors.
2. Raise purchase orders. See Purchase orders.
3. Record payments out and in. See Payments.
4. Review the money summary weekly. See Money summary.

Sales#

Suggested ticks: Sales (CRM).

1. Enter leads and log every call and site visit. See Leads and follow-ups.
2. Book units with a payment schedule. See Bookings.
3. Record money received from customers. See Customer payments.

Related: Finding your way around · FAQ