Khanal Group

K-Survey

Connect K-Survey to K-CRM and K-Projects

K-Survey receives survey requests from K-CRM and sends approved BOQs to K-Projects. Each link shows the details for review and creates nothing until a person confirms.

Last updated

Open K-SurveyAll K-Survey guides

What you need

  • Your K-Survey organisation linked to the same Khanal organisation as the other app
  • The Organisation admin or Survey manager role to accept a request or send a BOQ
  • Your organisation using K-CRM or K-Projects on the same Khanal ID

Take a survey request from K-CRM

  1. In K-CRM, the salesperson opens the deal or lead and clicks Request site survey.
  2. Sign in to K-Survey if asked.
  3. Check the client, site and requirement shown, and choose the organisation if asked.
  4. Confirm. K-Survey creates the site and a survey request.
  5. Schedule and assign the survey as usual.

Send an approved BOQ to K-Projects

  1. Open the approved BOQ in BOQs.
  2. Click Send to K-Projects.
  3. Check the preview and click Open in K-Projects.
  4. In K-Projects, choose a new contract project or an existing contract project and click Take the BOQ in.

Show the survey status in K-CRM

  1. Open the survey that came from K-CRM.
  2. Click Show the status in K-CRM. The deal then shows the survey's status.

Good to know

  • A BOQ sent to K-Projects carries the items, the site facts and observations, and the site contact. It never carries the client's signature or the mobile number from the acknowledgement.
  • After K-Projects confirms, the BOQ shows Sent to K-Projects with Open in K-Projects, and the site becomes Sent to execution. Sending the same BOQ version again opens the same project.
  • Field logins are shared with K-HR: if K-HR already made a login for an employee code, K-Survey is added to it.
  • K-Tender to K-Survey is not built yet.

Common errors

The Send to K-Projects button is missing

The BOQ must be approved, you need the Organisation admin or Survey manager role, and your organisation must use K-Projects.

"This request from K-CRM has expired (older than 10 minutes). Press the button in K-CRM again."

Go back to the deal in K-CRM and click Request site survey again.

"This request from K-CRM was already used. Press the button in K-CRM again for a new one."

Each request link works once. Press the button in K-CRM again.

"Already in K-Survey"

This deal already has a site in K-Survey. Nothing new was created; open the existing site.

"The link from K-CRM is not set up on this server yet."

Write to hello@khanals.in.

Related articles

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.