K-Survey
Get the client's acknowledgement and mark a site ready to start
The client can sign on your phone to confirm the visit took place. Before work starts, the site's pre-execution checklist tracks permits, drawings, handover, temporary works and utilities.
Last updated
What you need
- An open survey assigned to you, for the acknowledgement
- The client at site with their 10-digit mobile number
- The Survey manager or Surveyor role for the pre-execution checklist
- Permit numbers and due dates for the checklist
Record the client's acknowledgement
- On the survey, go to Client acknowledgement (optional).
- Hand the phone to the client to read the statement.
- Type the client's name and mobile number.
- Ask the client to sign in the box.
- Tick The client read the statement above and agrees to it.
- Tap Record the acknowledgement.
Print the survey report
- Open the survey.
- Click Print report.
- Print the A4 report or save it as PDF from the browser.
Complete the pre-execution checklist
- Open the site from Site register and go to Pre-execution checklist.
- Open each item and choose the Status: Pending, Done, Not needed or Blocked.
- Type the Reference (permit no.), the Due date and a note, and click Save.
- When every item is Done or Not needed, click Mark ready for execution and confirm.
Good to know
- The acknowledgement confirms the visit, never a price, quotation or contract.
- The name, mobile and signature stay with that survey version only. An amendment does not carry them over.
- The printed report has photos, measurements, signature, GPS and version. It needs a sign-in; there are no public links.
Common errors
"Write the client's 10-digit mobile number."
Type the mobile number without +91 or spaces.
"The client has to read the statement and tick it."
Ask the client to read the statement and tick the box before you record it.
"The signature could not be read. Ask the client to sign in the box again."
Clear the box and ask the client to sign again, a little larger.
"The client already acknowledged this visit."
Each survey version takes one acknowledgement. It is already recorded.
"N item(s) of the pre-execution checklist are still pending or blocked."
Set every item to Done or Not needed, then mark the site ready again.
Still stuck?
Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.