Kakaral User Guide
  • ERP System
    • How To Login with Email and Password
    • How To Login with One Time Password (OTP)
    • Multiple Session Access
    • Forgot Password
    • Dashboard
    • Overview
      • Add Project
        • Without appointment
        • With Appointment
    • Project
      • Add Reminder
      • Manage Project
      • Project Assignee
      • Appointments
      • Add Appointment
      • Project Details and Media Sharing
      • + Quotation
        • + Create Quotation
        • Add product in Quotation
        • Drag and Drop Products
        • Page Break
        • Duplicate
        • Discount and GST
        • Comment
        • Generate Invoice
        • Generate Purchase Order
        • Quotation PDF Sample
      • Invoices
        • Invoices List
          • Add Invoice payment
          • Void Payment
          • Generate Invoice from Quotation
          • Edit Invoice
          • Drag and Drop Products
          • View payment page
          • Invoice PDF Sample
      • PO List
        • Generate PO from Quotation
        • Generate PO from Invoice
        • Create PO from +Create PO
        • PO Bulk update
        • Create PO
        • Product Edit
        • Exclude Function
        • Warehouse Function
          • Generating Purchase order by selecting Supplier alone
          • Generating Purchase order by selecting Warehouse alone
          • Generating Purchase order by selecting both Supplier and Warehouse
        • Purchase Order PDF Sample
      • DO List
        • Generating Delivery Order (DO)
        • Delivery Order PDF Sample
      • Expenses
        • Expense PDF Sample
        • Edit or Delete Expense
      • Profit & Loss
      • Gallery
    • Quotation
    • Purchase Order
    • Invoice
    • Delivery Order
    • Accounting
    • Report
      • Client Statement
      • Invoice Reports
      • Sales Reports
    • Users
      • Add User
    • Company
      • + Add Company
    • Client
      • + Add Client
    • Supplier
      • + Add Supplier
    • Warehouse
      • + Add Warehouse
    • Employee
      • + Add Employee
    • Product
      • Add Product and Services
      • Product Category List
    • Inventory List
      • Update Inventory
      • Inventory Bulk Update
      • Inventory History
    • Settings
      • Company
      • Payment Method
      • Payment Terms
      • Prefix Settings
      • System Settings
    • Account
      • My Subscription
    • Logout
  • Mobile Apps (Android and iOS)
    • How To Login with Email and Password
    • How To Login with One Time Password (OTP)
    • Multiple Session Access
    • Forgot Password
    • My Menu
    • Dashboard
    • Overview
      • Add Project
        • Without appointment
        • With Appointment
    • Project
      • Add Reminder
      • Manage Project
      • Project Assignee
      • Appointments
      • Add Appointment
      • Project Details and Media Sharing
      • + Quotation
        • + Create Quotation
        • Add product in Quotation
        • Drag and Drop Products
        • Page Break
        • Duplicate
        • Discount and GST
        • Comment
        • Generate Invoice
        • Generate Purchase Order
        • Quotation PDF Sample
      • Invoices
        • Invoices List
          • Add Invoice payment
          • Void Payment
          • Generate Invoice from Quotation
          • Edit Invoice
          • Drag and Drop Products
          • View payment page
          • Invoice PDF Sample
      • PO List
        • Generate PO from Quotation
        • Generate PO from Invoice
        • Create PO from +Create PO
        • PO Bulk update
        • Create PO
        • Product Edit
        • Exclude Function
        • Warehouse Function
          • Generating Purchase order by selecting Supplier alone
          • Generating Purchase order by selecting Warehouse alone
          • Generating Purchase order by selecting both Supplier and Warehouse
        • Purchase Order PDF Sample
      • DO List
        • Generating Delivery Order (DO)
        • Delivery Order PDF Sample
      • Expenses
        • Expense PDF Sample
        • Edit or Delete Expense
      • Profit & Loss
      • Gallery
    • Quotation
    • Purchase Order
    • Invoice
    • Delivery Order
    • Accounting
    • Balance Sheet
    • Profit & Loss
    • Expense
    • Client Statement
    • Invoice Reports
    • Sales Reports
    • Users
      • Add User
    • Company
      • + Add Company
    • Client
      • + Add Client
    • Supplier
      • + Add Supplier
    • Warehouse
      • + Add Warehouse
    • Employee
      • + Add Employee
    • Product
      • Add Product and Services
      • Product Category List
    • Inventory List
      • Update Inventory
      • Inventory Bulk Update
      • Inventory History
    • Settings
      • Company Profile
      • Payment Method
      • Payment Terms
      • Prefix Settings
      • System Settings
    • Account
      • My Subscription
    • Logout
  • Mobile Apps (Contractor)
    • Login with Email and Password
    • Login via OTP
    • Measurement
    • Installation
    • Delivery
    • Others
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  1. Mobile Apps (Android and iOS)

Project

PreviousWith AppointmentNextAdd Reminder

Last updated 2 years ago

The “Project” menu displays all the Appointments related to the projects.

Key Functionalities

1. Extract the list of appointments from a particular period or time range, by selecting the date range.

2. Filter for appointment based on Client, Job Site and Appointment Status (Active/ Archive).

3. Search for appointment based on keywords.

4. Create New Project.

5. Click the drop down arrow to "Edit", send "Reminder", "Manage" and "Archive" the project.

6. "Add Reminder" to set general reminders that are not directly related to a project.

7. Appointment on the same day of accessing will be highlighted in red and appear on top of all other Projects.