Help guide

Getting started

For: Owner, Admin

Set up your company once. After that you add leads and send quotations every day. The first six steps take about 30 minutes.

1. Fill in Company settingsOpen Company settings in the menu. Add your full address, GSTIN, phone and email, then upload your logo, signature and seal. Add your bank details. These print on every quotation and invoice. Press Save settings.
2. Add your price listOpen Price list. New companies start with about 40 sample items (kitchens, wardrobes, lofts, accessories and services) with reference rates. Open each one and change it to your own specification and rate, or delete what you do not sell. If you already have your rates in Excel, press Import from Excel.
3. Add your teamOpen Team and press Add person for each staff member. Choose their role: Admin, Telecaller or Estimator. Send them their sign-in details on WhatsApp.
4. Add your leadsOpen Leads. Press New lead for one enquiry, or Import to bring in an Excel sheet or a Meta or Google ads download.
5. Make your first quotationOpen Quotations, press New quotation and pick the lead. Add rooms and items from your price list. Press Save, then Print / PDF or WhatsApp it to the customer.
6. Bill the customerWhen the customer confirms, open the quotation and press Invoice to make a GST invoice for the advance or a stage payment.

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Getting started (for staff)

For: Telecaller, Estimator

Your company owner has added you to Intriscape. This is what you do each day.

1. Sign inOpen intriscape.com/app on your phone or laptop. Sign in with the email and password your owner sent you. To change your password, sign out and press Forgot password?.
2. Check inOpen Attendance and press Check in when you reach the office. At a site, type the site name and press Check in from this site.
3. Work on your leadsOpen Leads. The bell at the top shows follow-ups due today. Open a lead to call, WhatsApp, log the call and set the next follow-up.
4. Talk to your teamPress Chat at the top to message the team or one person, or to ask Intriscape AI a question.

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Dashboard

For: Everyone

Your daily summary: how many leads you have, follow-ups due, quotations sent and payments collected.

1. Read the four numbersTotal leads, Follow-ups due, Quotations sent this month and Payments collected this month.
2. Clear what needs attentionNeeds your attention lists follow-ups due today or overdue. Click a name to open that lead.
3. Add a lead quicklyPress New lead at the top right.

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Leads

For: Everyone

Every enquiry, from the first call until it becomes a customer or is closed.

1. Add a leadPress New lead. Only the Customer name and Mobile number are needed. Choose the Source (for example Meta, Google, Walk-in or Referral) and who it is Assigned to, then press Save lead.
2. Import many leads at oncePress Import and choose an Excel or CSV file. The file needs at least a name and a phone column. Press Download a sample file to see the format. Choose the source and the person to assign them to, then press Import leads.
3. Open a leadClick any lead in the list. The details open on the right side.
4. Call or WhatsAppPress Call or WhatsApp at the top of the lead.
5. Log what happenedUnder Log a call, pick what happened and add a line about it, then press Save call. Every call is kept in History.
6. Set the next follow-upUnder Follow-up, choose the date and time and press Set follow-up. On that day it shows under the bell at the top of the screen. When it is done, press Mark done.
7. Keep the status up to dateChange Status as the lead moves along: New, Called, Interested, Follow up, Converted or Not interested. Press Mark visit when they visit your showroom, and Mark quote as sent when you send prices.
8. Find a leadType a name, phone number, city or lead number in the search box. Use the filters for status, source, person and date. Today shows today's leads.

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Projects and client link

For: Owner, Admin, Estimator, Designer

Every confirmed job in one place: its stages, site photos and the designs the client must approve. The client follows it all on one private link, with no sign-in.

1. Start a projectWhen a lead is confirmed, open it and press Start project (it shows once the lead is Converted). Or open Projects and press New project. Check the name, site, dates and the stages, then press Create project.
2. Move the stagesOn the project, tap a stage to move it: Coming up › In progress › Done. The percentage works itself out. When a stage is done, a line is added to the updates.
3. Post site updatesUnder Post a site update, write what was done, pick the stage and press Add photos to take or choose photos. Press Post update. Untick Show this to the client for notes only your team should see.
4. Make the client linkPress Make client link, then Send on WhatsApp (or Copy). The client opens it on their phone and sees the progress, stages, the photos you chose to show, and approvals.
5. Ask the client to approvePress Ask to approve. Type what to approve (for example Kitchen design and colours), add images or PDF drawings, or pick files already on the quotation, and press Send for approval. The client presses Approve or Ask for changes with a comment.
6. See the answerThe answer shows under Client approvals with the client's name and time, and also in the updates. On the Projects list the card shows Client replied.
7. FinishAt handover, press Edit and tick Handed over. The project moves to the Handed over tab.

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Site visits with location

For: Owner, Admin, Estimator, Designer

Know when your team was really at the site. A site update can carry the phone's location. Only your team sees it; the client never does.

1. At the siteOpen the project on your phone. Write the update, add photos, and tick I am at the site: add my location. Press Post update. Allow location when the phone asks. The tick is remembered for next time.
2. Save the site locationOn the first visit, press Use this as the site location under the update. After that, every visit shows at the site in green, or how far away it was in red (for example 2 km from the site).
3. See all visitsThe Site visits box on the project shows how many visits each person made, the last visit, and how many were away from the site. Press Map to see the place on Google Maps.

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Quotations

For: Owner, Admin, Estimator

Room-wise quotations built from your price list, ready to print or send on WhatsApp.

1. Start a quotationPress New quotation and choose the lead under For which lead?. The customer's details fill in from the lead. Press Create quotation.
2. Add roomsPress Add room for each room, such as Kitchen, Master bedroom or Living. In each room, add items from your price list and type the sizes. The amount works itself out.
3. Or read the floor planPress Import floor plan and upload a photo or PDF of the customer's plan. Intriscape AI finds the rooms and their sizes and suggests items from your price list. Tick what you want and press Add to quotation. Always check the sizes.
4. Choose the settingsIn Settings on the right, choose the Quote type (residential or commercial), whether to show GST separately, whether the customer is out of state (IGST), and whether to measure in feet, inches or millimetres.
5. Discount and transportUnder Totals, enter a Discount (in ₹ or %) and any Transport and handling charge.
6. Attach drawingsUnder Drawings and 3D views, press Upload files to add PDF, SketchUp, AutoCAD or image files. Tick On quote to print a 3D view inside the quotation.
7. Save and sendPress Save. Then press Print / PDF to print or save a PDF, or WhatsApp to send it to the customer.
8. Change prices after sendingPress New revision. The customer's earlier version is kept, and the new one gets the next revision number.
9. Track the statusSet the status at the top: Draft, Sent, Approved or Lost. The list shows how many quotations are in each status.

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Quotation from Excel

For: Owner, Admin, Estimator, Designer

Bring in a quotation you already made in Excel. Rooms, items, sizes, quantities and rates are read from the file, and you can change anything after.

1. Open the importOn the Quotations page, press From Excel. Choose the lead (or No lead) and pick the Excel or CSV file.
2. Check the columnsUnder Which column is which? we guess the Item, Width, Height, Quantity, Unit, Rate and Amount columns from the headings. If one is wrong, pick the right column from the list.
3. RoomsA row with only a name (like KITCHEN or Master bedroom) starts a new room. If your file has a Room column, that is used instead. A long line under an item, with no numbers, is added to that item's description.
4. Totals and GSTRows like Sub total, Total, GST and Grand total are left out. Discount and Transport rows are kept as the quotation's discount and transport. Rates here include GST: if your file's rates are before GST, tick add 18% to every rate.
5. Compare and createUnder What will come in, check the items and the total. It says whether it is the same as the total in your file. Press Create quotation. It opens as a draft, ready to change and send.

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Slate: kitchens

For: Owner, Admin, Estimator, Designer

Slate follows good kitchen practice by itself, and the designer can change every choice.

1. Start a kitchenOpen Slate, press Room › Add room, choose Kitchen and a layout under Start with. Tick what the site needs: Loft, Wall units, Tall unit (off at first, to keep the first budget low), Profile glass beside the chimney and Dado tiles. Every kitchen gets a sink unit and a hob unit.
2. Hob and chimneyAdd Hob unit – tandem 3 drawers. The hob goes on top and a 600 x 600 chimney above it, with 50 mm clear on both sides; wall units in the way are cut back. Slate then asks whether the wall units beside the chimney should be profile glass.
3. HandlesBase units get a small handle; wall units and lofts have none (push to open). Change them all in the room panel under Handles: base units, Handles: wall units or Handles: lofts, or change one unit on its own.
4. Dado tilesTick Show dado tiles in the room panel and click the tile to pick from the library (300 x 600 or 600 x 600). Tiles start at the counter top; the last tile in a row is cut, never stretched.
5. No loft?Choose what goes above the wall units: taller wall units (900) with a filler to the ceiling, a panel up to the ceiling, or leave it open. It is under Start with when Loft is unticked, and in the room panel under Above the wall units.
6. Rolling shutter unitAdd Rolling shutter unit (counter to loft). It stands on the granite and goes up to the loft, at least 600 high; wall units in its place are cut back. Choose the shutter colour and an open niche at the bottom on the right.
7. Paint, wallpaper and fansPick wall paint from over 1,100 Asian Paints shades (search by name or code), one of 35 wallpapers, and ceiling fans including designer models.

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Price list

For: Everyone

Your standard items and rates. Quotations and the Design planner take their prices from here.

▶ Watch the video: your price list from Excel (2 min)

1. Add an itemPress Add item. Choose the Category, type the Item name, pick the Unit (such as sq ft, running ft or piece) and enter the Rate including GST.
2. Describe itUnder Specifications and Fittings, pick the core material, thickness, laminate, hardware and brands. The Description shown on quotes writes itself. Press Polish with AI to make it read better.
3. Set the HSN or SAC codeFor invoices, furniture is usually HSN 9403. Services like painting or false ceiling are usually SAC 9954. Leave it blank to use your company default. Your CA can confirm.
4. Import from ExcelPress Import from Excel and choose your file. Columns such as Item name, Rate, Category and Unit are found automatically. If the file has cost prices, enter your margin %.
5. Use your own brandsPress Edit option lists to change the choices shown, for example to add the laminate or hardware brands you use.
6. Hide an itemUntick Show this item when making quotations to keep an item but stop it from appearing in new quotations.
7. Price the units drawn in SlateOpen an item (for example Kitchen base unit, priced per sq ft) and choose its Slate unit. Or fill the Slate unit column in Excel and import it. That rate then prices the unit when it is drawn in Slate, for that range (blank range = every range). In Slate's rate card these rates show with 🔗.

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Invoices

For: Owner, Admin

GST invoices, and the payments you receive against them. Only owners and admins can see this section.

1. Make an invoicePress New invoice. Choose the quotation under Invoice against, then choose What to bill: a payment stage (such as 50% advance), a percentage of the quotation, or the full amount. Press Create invoice.
2. Check the detailsCheck Bill to. Enter the customer's GSTIN only if they are a registered business. Tick Customer is in another state (IGST) if they are outside your state.
3. Check the linesEach line has its HSN or SAC code, quantity, rate before GST, and GST. Press Add line to add something extra.
4. Save and sendPress Save. The number, such as INV/2026-27/0001, is given automatically. Press Print / PDF or WhatsApp.
5. Record a paymentWhen money comes in, open the invoice. Under Payments received, enter the date, amount and mode (UPI, bank transfer, cheque or cash), plus the UTR or cheque number, and press Record payment.
6. See what is dueThe top of the Invoices page shows how much was invoiced and received this year, and the Balance due.

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Who owes us

For: Owner, Admin

One page with all the money still to collect: invoices not fully paid, and approved quotations not yet invoiced, customer by customer.

1. Open the pageIn the menu under Finance, press Who owes us. You can also press Who owes us → under Balance due on the Invoices page.
2. Read the totalsAt the top: To collect (balance on invoices), Overdue (past the due date), Not yet invoiced (approved quotations still to bill) and Received this month. Below them, the overdue money is split into 1 to 30, 31 to 60 and more than 60 days late.
3. See who is lateEach customer shows the amount to collect, the overdue amount and how many days late. The most overdue customers are at the top. Press Overdue or Not yet invoiced to see only those, or search by name, phone or project.
4. Send a reminderPress Send a reminder. WhatsApp opens with a polite message listing each invoice, its balance and due date, and your UPI or bank details from Company settings. A note is added to the lead.
5. Bill the next stageFor an approved quotation not yet fully invoiced, press Make an invoice. The quotation is already chosen; pick the stage and continue as usual.
6. See the detailsPress Show invoices and quotations to see every open invoice and quotation for that customer. Tap one to open it.

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Delivery challans

For: Owner, Admin, Estimator

A delivery challan goes with the material sent to a site. It shows quantities but no prices.

1. Make a challanPress New challan and choose the quotation under Material for. Every item is listed with its quantity.
2. Match what is on the vehicleRemove what is not in this delivery, and change the quantities for part deliveries.
3. Fill in the transportEnter the date, Vehicle number and Driver / transporter.
4. Print itPress Save, then Print / PDF. Send two copies with the material.
5. Close itAfter delivery, enter Received by and set the status to Delivered.

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Attendance and salary

For: Everyone

Staff check in from their phones. Owners and admins see the register and work out salary and payslips.

1. Check inOpen Attendance and press Check in. At the office, your phone's location must be within the set distance. At a site, type the site name and press Check in from this site.
2. Owner's first-time setupIn Company settings → Attendance and salary, stand in the office and press Use my current location. Then set the check-in distance, office start time, weekly off and holidays.
3. See todayOwners and admins open Today to see who has checked in, who is late and who is absent.
4. Correct the monthOpen Month register. Tap any day to change it to present, half day, paid leave, unpaid leave or absent.
5. Salary and payslipsOpen Salary. Enter each person's monthly salary and tick PF or ESI if they apply. Net pay works itself out from the register. Press Payslip to print or share a payslip.

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Team

For: Owner, Admin

The people who can sign in to your company, and what each of them can see.

1. Add a personPress Add person. Enter their name, the email they will sign in with, and their Role. Press Create one for me to make a temporary password.
2. Send them their sign-in detailsPress Send on WhatsApp or Copy. They can change the password later with Forgot password?.
3. Choose the right roleAdmin: everything except managing the team. Telecaller: leads, calls, follow-ups and notes. Estimator: leads, price list, quotations, design and challans.
4. When someone leavesPress Remove access next to their name. Their past work stays in your records.

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Company settings

For: Owner, Admin

Your company details, which print on quotations and invoices, plus attendance and invoice settings.

1. Company detailsEnter the full address, GSTIN, and the phone and email to print on quotations.
2. Logo, signature and sealPress Upload for each one. A PNG with a transparent background looks best.
3. Bank detailsEnter the account holder, bank, account number, IFSC and branch, and your UPI ID if you have one. These print on invoices so customers can pay you.
4. Invoice settingsSet the Invoice number prefix, the Default HSN / SAC code and your Payment stages. Put one stage per line, for example: 50 Advance on confirmation.
5. TermsWrite the terms printed on invoices, and separate terms for residential and commercial quotations.
6. SavePress Save settings at the bottom. The preview shows how your quotation header will look.

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Lead integrations

For: Owner, Admin

New enquiries from Google Ads, Facebook, Instagram, your website and other sites come into Leads by themselves, given to the right person with a follow-up reminder. Set up only the sources you use; each takes about 10 minutes, once.

1. Turn on your lead inboxOpen Lead integrations (menu › Company) and press Turn on. A long address appears, starting with https://intriscape.com/app/leads.php?k=. This is your company's private lead inbox. Keep it private, like a password.
2. Choose who gets the leadsUnder Who gets the new leads, tick one person, or several to share leads in turn. To send Google, Facebook or website leads to different people, tick Different people for… and choose them. Press Save. If nobody is ticked, leads arrive unassigned.
3. Send a test leadPress Send a test lead. It says Done: L-00xx is now in your Leads. Open Leads to see it, then delete it.
4. Google Ads lead formsIn Google Ads, open Campaigns › Assets, then your Lead form. Under Lead delivery options choose Webhook integration. Copy the Webhook URL and the Key from the Google Ads lead forms box here and paste them into Google. Press Send test data (a lead named TEST - … appears), then Save. Repeat for each form.
5. Facebook and Instagram: set up the connectorFacebook needs a small connector app: Pabbly Connect, Zapier or Make. Create a new workflow. Trigger: Facebook Lead Ads › New Lead; connect your Facebook account and pick your Page and Form. Action: a POST web request (Pabbly: API › Execute API Request; Zapier: Webhooks by Zapier › POST; Make: HTTP › Make a request).
6. Facebook and Instagram: send the fieldsIn URL, paste the address from the Facebook and Instagram lead ads box (it ends in &src=meta). Choose Form or JSON. Add the fields name, phone, email and city, picking the matching Facebook answer for each. Add other questions too (like budget); they become a note. Press Test, then switch the workflow On.
7. Your website formOpen Your website's "Contact us" form. Optionally type your thank-you page. Press Copy the form and send it to whoever looks after your website. An existing form can instead post to the address ending in &src=website, with fields name, phone, email, city, size and message. Keep the hidden _hp box: it stops spam robots.
8. Other sites (JustDial, IndiaMART, 99acres…)Open Other sites and type the site's name (for example JustDial). Copy the address and paste it into that site's webhook or push API setting, or give it to its support team. If the site has no such setting, use Pabbly, Zapier or Make as for Facebook.
9. See what arrivedRecently received at the bottom of the page lists every lead: where it came from, the lead number and who got it. If the same phone number enquires again, no second lead is made; a note Enquired again is added to the existing lead.

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Weekly backup and sample data

For: Owner, Admin

Save a copy of all your company data to your own computer once a week, and remove the sample data when you are ready to start.

1. Choose the reminder dayOpen Company settings and scroll to Weekly backup. Tick Remind me every week, pick the Day and Time. It saves at once.
2. Save the backupOn that day a blue bar says It is time for the weekly backup. Press Download backup. A file named Intriscape-backup-…json goes to your Downloads folder. Busy? Press Remind me tomorrow.
3. Keep it safeMove the file to a safe place, such as a pen drive or your Google Drive. It has your customers' names and phone numbers, so do not share it.
4. Back up any timePress Download backup now under Weekly backup whenever you like, for example before deleting many leads.
5. See the sample dataA new account starts with sample leads, one approved quotation Q-SAMPLE and one project, all with names ending in (Sample). Open them to see how a lead becomes a quotation and then a project with a client link.
6. Delete the sample dataPress Delete all sample data on the purple bar, or under Company settings › Sample data. Only the sample items are removed; your own work is not touched. Add sample data brings them back for training.

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Plan and billing

For: Owner

Your Intriscape subscription. Only the company owner sees this page.

1. See your statusThe top of the page shows your plan (free trial, Standard or Professional), the date it ends, how many people can sign in, whether Slate is open, and your protected price.
2. Choose 3, 6 or 12 monthsUse the switch above the plan cards. 6 months is 10% off; 12 months gives you 2 months free. Any running offer is applied by itself.
3. Standard or ProfessionalStandard: 3 people (up to 5), everything except Slate; Slate is free for the first month after your first payment, then locked. Professional: 5 people (up to 15) and Slate included. Larger firms can press Talk to us for Enterprise.
4. PayPress Pay for … on the plan you want. WhatsApp opens with a message to Intriscape; we reply with a proforma (by e-mail and WhatsApp) with a Pay now link and our UPI and bank details. UPI and net banking have no extra charges. Your plan is switched on as soon as we receive the payment, and the GST invoice comes by e-mail.
5. See every payment and download invoicesApp home › Billing & payments (or Company & team › Billing & payments), for admins. It shows your plan, users used and allowed, AI credits left and the paid-till date; any proforma waiting for payment, with Pay now; and every payment (new subscription, renewal, upgrade, extra users, AI credits) with the amount, GST, payment mode and reference. Press Download next to a payment to open its GST tax invoice, then Print › Save as PDF. Old invoices can be downloaded even after a plan ends.

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Chat and Intriscape AI

For: Everyone

Message your team without leaving the app, and ask Intriscape AI questions about your business.

1. Open chatPress Chat at the top. A red number means unread messages.
2. Message the team or one personChoose Team for everyone, or a person's name for a private chat.
3. Ask Intriscape AIChoose Intriscape AI and ask in plain words, for example: "Which follow-ups are due today?" or "How do I add a payment stage?"
4. Close chatPress ✕. The chat never covers your work. The page moves over to make room.

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Common questions

For: Everyone

Quick answers to what people ask most.

1. I forgot my passwordOn the sign-in page, press Forgot password? and follow the email you receive. Check your spam folder too.
2. I cannot see a menu itemEach role sees only what it needs. Ask your company owner to change your role in Team.
3. It says changes cannot be savedThe company's plan has ended. The owner can renew it in Plan and billing, and everything works again straight away. No data is lost.
4. Is our data private?Yes. Your leads, quotations, prices and invoices are seen only by your own team, according to their roles.
5. Can I use it on my phone?Yes. Open intriscape.com/app in Chrome or Safari. Add it to your home screen so it opens like an app.
6. Something looks wrong after an updateReload the page. On a laptop, press Ctrl + Shift + R (Cmd + Shift + R on a Mac).

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