How It Works
From zero to fully operational in under an hour
Mysanchalan is built to get out of your way. No multi-week onboarding. No consultant required. If you understand your own workflow, you can set up and use Mysanchalan on your own.
Set up your organisation
Create your firm's workspace by adding your business name, logo, GSTIN, and address. This becomes the foundation of your Mysanchalan account — all projects, quotations, and invoices will carry your firm's identity.
What you'll do
- Enter your firm name and type (Interior Design / Contractor / Builder)
- Add your GSTIN and registered address
- Upload your logo (used on PDF exports)
- Set your default GST rate and currency
Pro tip: Your branding automatically appears on all quotation and invoice PDFs you share with clients.
Invite your team
Add team members and assign them specific roles. Each role has predefined access — project managers see everything, site supervisors see their assigned projects, and subcontractors see only relevant scopes.
What you'll do
- Invite team members via email or phone
- Assign roles: Admin, Project Manager, Designer, Site Supervisor
- Team members accept invite and log in
- Admins can adjust or revoke access at any time
Pro tip: You can add subcontractors as limited-access users — they see only what's assigned to them.
Create your first project
A project is the central unit in Mysanchalan. Everything — BOQ, quotations, invoices, files, and team assignments — lives inside a project. Creating one takes under 10 minutes.
What you'll do
- Enter client name, contact, and project address
- Define project type (residential, commercial, fit-out, new build)
- Set start date, target end date, and estimated value
- Assign project manager and team members
Pro tip: You can create the project first and add BOQ and quotations later — the order is flexible.
Build your BOQ and quotation
Build a detailed bill of quantities with category-wise breakdown — civil, flooring, electrical, plumbing, false ceiling, and custom categories. Then generate a professional quotation directly from the BOQ. Every revision is version-tracked.
What you'll do
- Create BOQ with categories and line items
- Enter quantities, units, and rates per item
- System auto-calculates subtotals and grand total
- Generate quotation from BOQ — branded PDF ready to share
- Client approves → version locked → approval documented
Pro tip: When scope changes happen, create a new quotation version. The old version is archived — not deleted.
Execute the project
Once the project is underway, your team updates progress in real time. Milestones are marked complete by site supervisors. Files and drawings are uploaded against specific milestones. You see everything from one dashboard.
What you'll do
- Milestones updated by site supervisor from mobile
- Site photos and approvals uploaded to the project record
- Progress percentage calculated from milestone completion
- Client can view progress via read-only portal (Growth and above)
Pro tip: You don't need to be on site to know what's happening — your dashboard shows it in real time.
Invoice and close
Raise invoices tied to project milestones. The system knows which milestones are complete and which have already been invoiced. Track payment status, send reminders, and get notified when invoices become overdue.
What you'll do
- Create invoice linked to a specific milestone
- GST-ready invoice auto-populated from project data
- Share PDF with client via email or link
- Record payment when received
- Mark project complete and archive
Pro tip: All invoices, BOQs, drawings, and approvals remain accessible even after the project is completed — for your records and future reference.
That's your first complete project lifecycle.
Every project after this follows the same structure. Over time, your portfolio builds up, your team gets faster, and your documentation becomes the backbone of a professional firm.
Start Your First ProjectReady to set up your first project?
Takes under an hour. No training required. Just bring your project details and your team.