Go to /signup

1. Full NameYour name — appears on all quotations and invoices.
2. Email AddressThis becomes your login ID. Cannot be changed later.
3. Phone(Optional) Your contact number.
4. Business Namee.g. "Sharma Contractors" — shown on quotations and invoices.
5. PasswordMinimum 8 characters.
6. Click "Create Account"A 30-day free trial starts immediately — no card required. The Painting trade is enabled automatically; add more trades anytime from My Trades.

1. On the login page, click "Forgot password?"
2. Enter your registered email address and submit.
3. A password reset link will be sent to your email.
4. Click the link and set a new password.

Go to /clients/create or click "Add Client" from the Clients page.

Use the search box on the Clients list page to find a client by name or phone number.

Click any client's name to open their detail page. You can see all their contact info, a list of all jobs for that client, and a "+ Job" button to create a new job directly for them.

From the client detail page, click "Edit" to update any information. To delete, use the delete option — note that a client cannot be deleted if they have jobs attached to them.

Click any job to open its detail page. Everything related to that job is here:

At the top of the Jobs list page, click any status button — All, Quoted, Confirmed, In Progress, Completed, Cancelled — to filter the list instantly.

1. Wall Area (sq.ft)Enter the total paintable wall area. Example: 950
2. Number of CoatsUsually 2. Each coat multiplies paint consumption.
3. Paint DetailsBrand name (optional for display), coverage in sq.ft per litre, and price per litre.
4. Primer (tick if needed)Enter coverage (sq.ft/litre) and price per litre.
5. Wall Putty (tick if needed)Enter coverage (sq.ft/kg) and price per kg.
6. Labor Rate (₹/sq.ft)Your charge per square foot for labor.
7. Wastage Buffer (%)Default 10% — adds a safety margin to material quantities to account for spills and uneven surfaces.
8. Click "Calculate Quotation"The system calculates everything instantly and saves the quotation.

1. Tile Area (sq.ft)Total area to be tiled.
2. Box Coverage & PriceSq.ft covered per box, and price per box — tiles are always purchased in whole boxes, rounded up.
3. Wastage (%)Default 8% — covers cutting and breakage.
4. Batch / Lot No.Optional — record the tile batch/lot number so you (and future re-orders) can match the exact shade.
5. Adhesive & GroutCoverage rates and prices — defaults are pre-filled but editable.
6. Skirting (tick if needed)Running feet and price per running ft.
7. Labor — per work categoryAdd one line per type of work (Floor laying, Wall dado, Skirting, Stair steps, Old tile removal, etc). Pick a saved category from Labor Rates to auto-fill the rate, or type a custom line.

Plumbing work doesn't fit an "area" model — it's itemized instead.

1. Add Material LinesOne row per item — pipe, fitting, valve, tap, etc. — with quantity, unit, and rate. Add as many rows as needed.
2. Number of PointsCount of water inlet/outlet connections in the job.
3. Rate per PointYour labor charge per connection point.

Rajmistri covers several different kinds of work, each with its own calculation. Pick the Work Type dropdown first — the matching fields appear below it.

After submitting the Smart Estimator, you land on the quotation result page (/quotations/{id}). You'll see the full materials breakdown, cost summary, and action buttons.

1. On the quotation page, click "Print / PDF".
2. A clean, professional print layout opens — company name, client details, materials table, and total.
3. Press Ctrl+P (Windows) or Cmd+P (Mac), or click the "Print / Save as PDF" button.
4. Choose your printer, or set destination to "Save as PDF" to create a PDF file.

1. On the quotation page, click "Share via WhatsApp".
2. The system sends a formatted WhatsApp message to the client's phone number with job title, area, and total cost.
3. In dev/mock mode (no API key set), messages are logged to storage/logs/whatsapp.log. See WhatsApp setup to go live.

1. Click "Email to Client" on the quotation page.
2. The system sends a professional HTML email with the full quotation breakdown to the client's email address.
3. In dev/mock mode, emails are logged to storage/logs/email.log. See Email setup to go live.

You can run the Smart Estimator multiple times for the same job — useful if the client wants to compare options (e.g. different paint brands, or tile sizes). All quotations are listed on the Job detail page. The most recent one sets the job's "Quoted Amount".

On the Materials Stock page, any item whose quantity is at or below the threshold is highlighted in red with a "Low" badge. This is your signal to restock before starting the next job.

1. Open a Job detail page and find the "Materials Issued" section.
2. Click "Issue Material" (the yellow button).
3. Select the material from the dropdown — only items matching this job's trade are shown — and enter the quantity to issue.
4. Submit — the stock quantity decreases automatically.

1. From the Job detail page, click "Attendance".
2. Select the date — today's date is pre-filled.
3. For each worker, choose a status:
   
   Present — full daily wage
   Half Day — half daily wage
   Absent — no wage
4. Click "Save Attendance" — all workers are saved in one go.

The right side of the attendance page shows all past records for this job — date, worker name, status, and wage. To correct an entry, click the 🗑️ button to delete it and re-mark it.

If no one appears on the attendance page, you need to add them first. Go to Settings → Staff Logins and add a staff member with the field-worker role. The page label shown (Painter/Tiler/Plumber/Mason) matches this job's trade.

At the top of the Advances page, a summary table shows each worker's running balance:

1. Open a Job detail page and find the "Job Photos" section on the left panel.
2. Select the stage: Before / During / After
3. Click the file input and select one or more photos (JPG, PNG, WebP supported; max 5MB each).
4. Click "Upload" — photos appear immediately in the gallery below.

Photos are stored securely outside the public web folder. They can only be viewed by logged-in users — not accessible via a direct URL by outsiders.

Hover over any photo in the gallery and click the ✕ red button in the top-right corner to delete it permanently.

At the top of the Payments page, three tiles show the financial position of the job:

If there's a balance due and the client has a phone number, the "Send Reminder" button appears. Tap it to send the client a WhatsApp message showing their outstanding balance.

1. Set up GST first — go to Settings → GST & Invoice and configure your GSTIN, rates, and invoice prefix.
2. Open the job and click the "Invoice" button, or go to /jobs/{id}/invoice.
3. The first time you visit, an invoice is automatically generated — invoice number, CGST, SGST, and total are all calculated.
4. A professional print layout opens. Click "Print / Save as PDF".

On the invoice page, click "Email Invoice" to send the invoice to the client's email address. The client must have an email saved. In mock mode, the email is logged to storage/logs/email.log.

Invoices are numbered automatically using the format you set in GST Settings:

You can change the prefix (e.g. to your initials like "SP") at any time. The sequence number increments with each new invoice.

The overview page shows all your jobs in one table with:

Total rows at the bottom give you an all-business summary.

If you have more than one trade enabled, the Overview report also shows a small table breaking down jobs created and revenue received by trade for the current month — useful for seeing which trade is actually paying the bills.

Click "Detail" on any job row, or click "P&L" from the Job detail page (/reports/jobs/{id}).

The detail page shows a full breakdown:

• Every payment received — date, milestone type, amount
• Material cost from the quotation
• Per-painter wage breakdown — days present, half days, total earned
• All advances recorded for this job
• Net Profit (green) or Net Loss (red)

When adding a Field Worker:

• The email/password fields are hidden automatically
• Enter a Daily Wage (₹) — used for auto-calculating wages in attendance
• The role is labeled "Painter" in the dropdown, but this same role is used for Tiler, Plumber, and Mason too — the label shown elsewhere in the app follows whichever trade the worker is assigned jobs in
• Workers log in at /painter-login with their phone number and an on-screen one-time code — see Login & Signup for details

Your subscription plan limits how many staff logins you can have active at once:

If you hit either limit, upgrade your plan from the Billing page, or deactivate an unused login first. See My Trades for how the trade limit works.

On the Staff Logins page, click "Deactivate" to block a staff member from logging in (they are not deleted — all their records are preserved). Click "Reactivate" to restore access.

This page shows every trade you currently have enabled. Painting is enabled automatically when you sign up. Each enabled trade shows the label used for its field workers (Painter/Tiler/Plumber/Mason).

1. Go to My Trades in the sidebar.
2. Pick a trade from the "Enable Another Trade" dropdown.
3. Click "Enable Trade" — it's immediately available when creating a new job.

Solo allows 1 trade, Team allows 2, Crew is unlimited. If you're at your limit, the page shows an upgrade prompt instead of the dropdown.

Not every trade is available to enable yourself right away. New trades sometimes launch in a limited early-access phase while material-quantity defaults are being validated — Rajmistri is currently in this state. If a trade you want isn't in your dropdown, contact your platform administrator; they can grant it to your account directly (see Super Admin → Trade Verticals).

You can't disable a trade you've already used — jobs, quotations, and materials tied to it stay intact permanently, so historical data is never orphaned.

Trades like Tiles bill labor per work category (floor laying, wall dado, skirting, stair steps...) rather than one flat rate. Instead of retyping rates on every quotation, save them once here — the Smart Estimator's labor line picker then auto-fills the rate (still editable per quotation).

1. Switch between your enabled trades using the tabs at the top.
2. Edit the Label, Unit, or Default Rate for any existing category.
3. Tick Remove next to a category to delete it, or add a brand-new custom category at the bottom.
4. Click "Save Labor Rates".

1. Go to /billing/choose-plan and select your plan and billing cycle.
2. You'll see the platform's UPI ID. Make the payment from your UPI app (GPay, PhonePe, Paytm, etc.).
3. Enter the UPI Transaction ID from your payment confirmation and submit.
4. The platform admin will verify and confirm your payment — your subscription activates automatically once confirmed.

Out of the box, no WhatsApp messages are actually sent. Instead, all messages are written to storage/logs/whatsapp.log so you can see exactly what would be sent. This is perfect for testing.

1. Create a Gupshup account at gupshup.io and set up a WhatsApp Business API app.
2. Verify your WhatsApp Business number inside the Gupshup dashboard.
3. Copy your API key from Gupshup → Apps.
4. Update your .env file:

   WHATSAPP_API_KEY=your_gupshup_api_key WHATSAPP_BSP=gupshup WHATSAPP_FROM_NUMBER=919876543210
5. That's it — WhatsApp messages are now live.

Every message signs off with your business's APP_NAME setting — no hardcoded branding.

When SMTP_HOST is blank in your .env file, no emails are sent. All email content is logged to storage/logs/email.log instead.

1. Enable 2-Step Verification on your Google account (required for App Passwords).
2. Create an App Password: Google Account → Security → App Passwords → select "Mail" → generate & copy the 16-character password.
3. Update your .env file:

   SMTP_HOST=smtp.gmail.com SMTP_PORT=587 SMTP_USER=youremail@gmail.com SMTP_PASS=your_16char_app_password MAIL_FROM_ADDRESS=youremail@gmail.com MAIL_FROM_NAME=Sharma Contractors

Log in at /platform/login (separate from contractor login). The dashboard shows:

• Total contractors registered
• Breakdown by subscription status (trial / active / expired)
• Pending payment confirmations count
• Trade adoption — how many owners have each trade enabled, with a shortcut to Trade Verticals

1. Go to Platform → Payments — all pending payment submissions are listed.
2. Cross-check the UPI transaction ID against your UPI app history.
3. Click "Confirm" — the contractor's subscription activates automatically for the correct period.
4. If the payment is invalid, click "Reject" with a note.

Go to Platform → Plans to:

• Create new plans with custom pricing, staff login limits, and trade limits
• Edit existing plan prices or limits
• Deactivate plans you no longer offer (existing subscribers are unaffected)

Shows every trade with its worker label, estimator class, how many owners have it enabled, how many jobs use it, and two independent toggles:

1. Go to Platform → Owners and open the contractor's detail page.
2. In the Trades card, pick the gated trade from the dropdown.
3. Click "Grant" — this bypasses both the self-service gate and the owner's plan trade limit.

The owner can immediately create jobs and quotations for that trade, without needing to upgrade their plan.

Once validated, go to Platform → Trades and click "Open Up" on that trade's row. It immediately appears in every owner's "Enable Trade" dropdown, subject to their plan's trade limit as usual — no code changes needed.

• Double-check your email and password — they are case-sensitive.
• If you're a staff member, confirm the owner has not deactivated your login.
• If your subscription has expired, go to /billing to renew.
• Use "Forgot Password?" to reset your password.
• Make sure you're using the right login URL — field workers use /painter-login (phone + on-screen code), everyone else uses /login, super admin uses /platform/login.

• File size must be under 5 MB per photo.
• Accepted formats: JPG, JPEG, PNG, GIF, WebP.
• If no photos upload at all, ask your admin to check that storage/uploads/job_photos/ has write permission (755).

• If SMTP_HOST is blank in .env, emails go to the log file — this is expected in dev/mock mode.
• For Gmail, you must use an App Password — your regular Google password won't work.
• If using cPanel email, try port 465 if port 587 is blocked.
• Check that the client has an email address saved on their profile.
• Check storage/logs/email.log for error details.

• If WHATSAPP_API_KEY is blank, messages are logged only — expected in mock mode.
• Client must have a phone number saved. Without it, the button won't appear.
• Your Gupshup WhatsApp Business number must be verified and approved.
• Check storage/logs/whatsapp.log for error details.

• Material cost = ₹0 — create a quotation for this job using the Smart Estimator.
• Labor wages = ₹0 — mark attendance for the painters working on this job.
• Revenue = ₹0 — record client payments in the Payments section.

Go to Settings → Staff Logins and add staff with the field-worker role (labeled "Painter" in the dropdown, but works for every trade). Once added and active, they appear on all job attendance pages for jobs in the matching trade.

• You may already be at your plan's trade limit — check Settings → My Trades for an upgrade prompt.
• The trade may be in an early-access/gated phase (e.g. Rajmistri) — contact your platform administrator, who can grant it directly to your account.

Invoice numbers are auto-generated sequentially based on your prefix setting. If you need to change the prefix, go to Settings → GST & Invoice and update the Invoice Prefix field. Future invoices will use the new prefix.

Check the log files in storage/logs/ — every error and event is recorded there.

Contact your platform administrator if you are unable to resolve the issue.