Product manual

How to run your business
in Riksa AI

Written for the person who will actually use this — a director, an accountant, a sales manager. It assumes you know your business and nothing about software.

Every form and every box below is taken from the product itself: 67 forms · 910 boxes. A box marked Required will stop the form saving if it is empty.

Start hereThe chain everything follows

Every screen in this product sits on one chain:

Land  →  Project  →  Plots  →  Enquiry  →  Site visit  →  Quotation
      →  Booking  →  Payment plan  →  Demands  →  Receipts
      →  Registration  →  Handover  →  Maintenance

Each step needs the one before it. You cannot book a plot that does not exist, and you cannot raise a demand against a booking with no payment plan.

Why this matters more than any feature

When a screen refuses you, or a dropdown is empty, it is almost always a step earlier in this chain that has not been done yet. An empty plot dropdown means no plots. An empty project dropdown means no projects. Knowing the chain turns a baffling error into an obvious one.

The strictness is deliberate. A system that lets you book a plot you never created is a system that will one day sell the same plot to two families.

When this happens	Do this
A walk-in arrives	CRM → Enquiries → Add enquiry. Name, mobile, which project. If they named a plot, pick it — the list narrows to that project.
They want to see the site	CRM → Site visits. Book it, and record what happened afterwards.
They ask for a price	CRM → Quotations. Pick the enquiry, pick the plot, enter the base price. A discount past your threshold goes for approval.
They agree to buy	CRM → Bookings. Milestones or monthly instalments, the advance received today, and whether it is refundable.
An instalment falls due	Sales → Demands. Raise it from the instalment that is due — every figure comes from the plan.
Money arrives	Sales → Receipts. Record it against the demand. The booking, the plan and the ledger all move together.
Registration approaches	Registration & handover. Move through the nine stages; use Update message to tell the customer where they stand.
After handover	Maintenance. Monthly bills to owners, the corpus, and spend against collection.

Where	What it is
Users & roles → Role	The only one that decides anything. It carries permissions — a Sales Executive has 29, an Accounts Manager 170. Change it and the buttons that person sees change with it. Required, because somebody with no role can open nothing.
Users & roles → Designation	Their job title. Site Engineer, Telecaller. Appears on screens and reports and decides nothing. Chosen from Master data → Designations so that “Sales Mgr” and “Sales Manager” do not become two jobs.
Sales team → Part in the team	What somebody does on one team — closer, presenter, telecaller. It does not change what they can open; that is still their Role.
Site visits → Booked by	Which desk took the booking. Reception, telecaller, channel partner.
Companies and Vendors → Their designation	The job title of a contact person at another organisation — somebody who has no account here and never will. Free text, because their company’s job titles are not yours to standardise.

What you build	What the screen says
A layout	Plot management · Add plot · Plot availability
A villa scheme	Villa management · Add villa · Villa availability
An apartment tower	Flat management · Add flat · Flat availability
Row houses	Row house management · Add row house
Farm plots	Farm plot management · Add farm plot
Commercial	Unit management · Add unit
Warehousing	Shed management · Add shed

Kind	How their attendance is checked
Office worker	Against the office: either its internet address, or a circle round the building. Set both up under Offices.
Field worker	Wherever the work is. The mark carries the coordinates it was made at, and is judged on whether the reading looks genuine.

Box	Needed	What goes in it, and why
Company name	Required	The name as you will look for it later. Everything else in the system shows this, so spell it the way you would search for it — searching for "Murugan" will not find "S. Murugan".
Legal name as registered	Optional	If different from the trading name
Business type	Required	Pick every line of business this company runs
Constitution	Optional	Choose from the list — “Private limited” is one of them. If the list is empty, whatever it draws from has not been created yet.
Established	Optional	Optional
GSTIN	Optional	Your fifteen-character GST number. It prints on every invoice this company raises. A wrong one means your buyer cannot claim the tax, and they will notice.
PAN	Optional	Ten characters. Needed for TDS returns, so a missing one shows up at filing time rather than now.
CIN / LLPIN	Optional	The company registration number from the MCA, if you are a company rather than a firm.
TAN	Optional	Your TAN, needed when you deduct TDS and file for it.
RERA promoter registration	Optional	A reference you will search by later. Type it exactly as it appears on the document.
Udyam / MSME number	Optional	Type it in as words.
Registered address	Optional	Part of the address, written as it should appear on documents a buyer will read.
Address line 2	Optional	Part of the address, written as it should appear on documents a buyer will read.
City	Required	Part of the address, written as it should appear on documents a buyer will read.
District	Optional	Part of the address, written as it should appear on documents a buyer will read.
State	Required	Part of the address, written as it should appear on documents a buyer will read.
PIN code	Optional	Part of the address, written as it should appear on documents a buyer will read.
Contact person	Optional	Type it in as words.
Their designation	Optional	Their job title — Sales Manager, Site Engineer, Accountant. It appears on screens and reports and nothing more: it does not decide what they can open. Titles come from Master data → Designations, so you can add your own.
Phone	Optional	Ten digits, no spaces. This is how the system recognises somebody who has contacted you before. One wrong digit quietly creates a second, separate customer — and their earlier enquiry, visit and quotation will not be found.
Email	Optional	Optional. Where you have it, statements and documents can be sent here instead of printed.
Website	Optional	Type it in as words.
Bank	Optional	Type it in as words.
Account number	Optional	The bank account number, exactly as printed.
IFSC	Optional	The bank branch code, eleven characters, from a cheque leaf or passbook.
Branch	Optional	Type it in as words.
Revenue this FY	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Authorised capital	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Paid-up capital	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Statutory auditor	Optional	Type it in as words.
Notes	Optional	Anything a colleague picking this up in six months would need to know. Nobody regrets writing too much here.

Box	Needed	What goes in it, and why
Land name	Required	The name as you will look for it later. Everything else in the system shows this, so spell it the way you would search for it — searching for "Murugan" will not find "S. Murugan".
Survey numbers	Required	The revenue survey number. It appears on the sale deed and on the patta, so a buyer's lawyer will check it against what you have written here.
Patta number	Optional	The patta number, once the land is in your name.
Village	Required	Part of the address, written as it should appear on documents a buyer will read.
Taluk	Optional	Part of the address, written as it should appear on documents a buyer will read.
District	Required	Part of the address, written as it should appear on documents a buyer will read.
Owning company	Required	Pick which of your companies this belongs to. Everything in the system sits under a company, so this decides which set of books it lands in. Pick the wrong one and moving it later means reversing entries in a month that may already be closed — worth a second look before you save.
Extent (acres)	Required	How many acres. One acre is 100 cents or 43,560 square feet, and both are shown beside the box as you type.
Extent (sq.ft)	Optional	1 acre = 43,560 sq.ft
Seller name	Required	Type it in as words.
Seller phone	Optional	Ten digits, no spaces. It is how the system recognises somebody who has contacted you before.
Agreement date	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August.
Registered on	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August, not the eighth of May.
Guideline value / sq.ft	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Purchase rate / sq.ft	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Purchase consideration	Required	An amount in rupees. Type the figure only — no commas and no rupee sign.
Stamp duty & registration	Optional	7% stamp + 4% registration in TN
Brokerage	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Legal & title verification	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Saleable area %	Optional	After roads, drains, park and OSR — usually 60-72%
Status	Required	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.
EC clear	Optional	Encumbrance certificate is clean
Litigation / disputes	Optional	Type it in as words.
Notes	Optional	Anything a colleague picking this up in six months would need to know. Nobody regrets writing too much here.

Box	Needed	What goes in it, and why
Company	Required	Pick which of your companies this belongs to. Everything in the system sits under a company, so this decides which set of books it lands in. Pick the wrong one and moving it later means reversing entries in a month that may already be closed — worth a second look before you save.
Project	Optional	Pick the layout, villa scheme or tower this belongs to. It is what puts the record into that project's reports — leave it wrong and the project's figures will be wrong with it.
Cost head	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Vendor	Required	Type it in as words.
Bill number	Optional	A reference you will search by later. Type it exactly as it appears on the document.
Date	Required	A date, written day-month-year. 05-08-2026 means the fifth of August, not the eighth of May.
Amount	Required	The amount in rupees. Just the figure — no commas, no rupee sign.
Status	Required	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.
Approval type	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Authority	Required	Type it in as words.
Reference number	Optional	A reference you will search by later. Type it exactly as it appears on the document.
Applied on	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August, not the eighth of May.
Approved on	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August, not the eighth of May.
Valid till	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August.
Fee paid	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.

Box	Needed	What goes in it, and why
Vendor name	Required	The name as you will look for it later. Everything else in the system shows this, so spell it the way you would search for it — searching for "Murugan" will not find "S. Murugan".
Legal name as registered	Optional	Type it in as words.
Billed to company	Required	Pick which of your companies this belongs to. Everything in the system sits under a company, so this decides which set of books it lands in. Pick the wrong one and moving it later means reversing entries in a month that may already be closed — worth a second look before you save.
Works on projects	Optional	Leave blank if they serve every project
Category	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Constitution	Optional	Choose from the list — “Private limited” is one of them. If the list is empty, whatever it draws from has not been created yet.
GSTIN	Optional	Your fifteen-character GST number. It prints on every invoice this company raises. A wrong one means your buyer cannot claim the tax, and they will notice.
PAN	Optional	Ten characters. Needed for TDS returns, so a missing one shows up at filing time rather than now.
MSME / Udyam number	Optional	MSME vendors must be paid within 45 days
Default TDS section	Optional	Tax deducted at source. Recorded here it goes into the TDS return automatically.
TDS rate %	Optional	Tax deducted at source. Recorded here it goes into the TDS return automatically.
GST treatment	Optional	The tax on this record, in rupees.
Contact person	Optional	Type it in as words.
Their designation	Optional	Their job title — Sales Manager, Site Engineer, Accountant. It appears on screens and reports and nothing more: it does not decide what they can open. Titles come from Master data → Designations, so you can add your own.
Phone	Optional	Ten digits, no spaces. This is how the system recognises somebody who has contacted you before. One wrong digit quietly creates a second, separate customer — and their earlier enquiry, visit and quotation will not be found.
Alternate phone	Optional	Ten digits, no spaces. It is how the system recognises somebody who has contacted you before.
Email	Optional	Optional. Where you have it, statements and documents can be sent here instead of printed.
Address	Optional	Part of the address, written as it should appear on documents a buyer will read.
City	Optional	Part of the address, written as it should appear on documents a buyer will read.
State	Optional	Part of the address, written as it should appear on documents a buyer will read.
PIN code	Optional	Part of the address, written as it should appear on documents a buyer will read.
Bank	Optional	Type it in as words.
Account number	Optional	The bank account number, exactly as printed.
IFSC	Optional	The bank branch code, eleven characters, from a cheque leaf or passbook.
Branch	Optional	Type it in as words.
Payment terms	Optional	Choose from the list — “Immediate” is one of them. If the list is empty, whatever it draws from has not been created yet.
Credit limit	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Retention %	Optional	Held back from each RA bill
Billed this FY	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Amount payable	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Rating	Optional	Choose from the list — “A — preferred” is one of them. If the list is empty, whatever it draws from has not been created yet.
Working with us since	Optional	A number. Figures only.
Status	Optional	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.
Notes	Optional	Anything a colleague picking this up in six months would need to know. Nobody regrets writing too much here.

Box	Needed	What goes in it, and why
Ordering company	Required	Pick which of your companies this belongs to. Everything in the system sits under a company, so this decides which set of books it lands in. Pick the wrong one and moving it later means reversing entries in a month that may already be closed — worth a second look before you save.
For project	Required	Pick the layout, villa scheme or tower this belongs to. It is what puts the record into that project's reports — leave it wrong and the project's figures will be wrong with it.
Vendor	Required	Who you are buying from or paying. Their bills, payments and TDS all gather under this one name.
Cost head	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Order date	Required	A date, written day-month-year. 05-08-2026 means the fifth of August.
Wanted by	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August.
What is being ordered	Required	Type it in as words.
Quantity	Optional	A number. Figures only.
Unit	Optional	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Rate	Optional	Your asking price per square foot. Multiplied by the area, this becomes the plot value that appears on quotations.
Order value	Required	An amount in rupees. Type the figure only — no commas and no rupee sign.
GST	Optional	The GST on this record, in rupees.
Deliver to	Optional	Type it in as words.
Payment terms	Optional	Choose from the list — “Immediate” is one of them. If the list is empty, whatever it draws from has not been created yet.
Received so far	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Status	Optional	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.
Approved by	Optional	Type it in as words.
Notes	Optional	Anything a colleague picking this up in six months would need to know. Nobody regrets writing too much here.

Box	Needed	What goes in it, and why
Name this account	Required	Type it in as words.
Bank	Required	Type it in as words.
Account number	Required	The bank account number, exactly as printed.
IFSC	Required	The bank branch code, eleven characters, from a cheque leaf or passbook.
Branch	Optional	Type it in as words.
Account type	Required	The bank account number, exactly as printed.
Company	Required	Pick which of your companies this belongs to. Everything in the system sits under a company, so this decides which set of books it lands in. Pick the wrong one and moving it later means reversing entries in a month that may already be closed — worth a second look before you save.
Current balance	Optional	An amount in rupees. Type the figure only — no commas and no rupee sign.
Entries to reconcile	Optional	A number. Figures only.

Box	Needed	What goes in it, and why
Description	Required	The name as you will look for it later. Everything else in the system shows this, so spell it the way you would search for it — searching for "Murugan" will not find "S. Murugan".
What it creates	Required	Choose from the list — “Expense” is one of them. If the list is empty, whatever it draws from has not been created yet.
Vendor or customer	Required	Type it in as words.
Head of account	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Company	Optional	Pick which of your companies this belongs to. Everything in the system sits under a company, so this decides which set of books it lands in. Pick the wrong one and moving it later means reversing entries in a month that may already be closed — worth a second look before you save.
Project	Optional	Pick the layout, villa scheme or tower this belongs to. It is what puts the record into that project's reports — leave it wrong and the project's figures will be wrong with it.
Amount	Required	The amount in rupees. Just the figure — no commas, no rupee sign.
GST	Optional	The GST on this record, in rupees.
Repeats	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
On day of month	Optional	Only for monthly and longer
Starts	Required	A date, written day-month-year. 05-08-2026 means the fifth of August, not the eighth of May.
Ends	Optional	Leave blank to run until stopped
Next run	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August.
Post without approval	Optional	Tick it if it applies. Leave it alone if not.
Status	Optional	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.

Box	Needed	What goes in it, and why
Period name	Required	Type it in as words.
Company	Required	Pick which of your companies this belongs to. Everything in the system sits under a company, so this decides which set of books it lands in. Pick the wrong one and moving it later means reversing entries in a month that may already be closed — worth a second look before you save.
From	Required	A date, written day-month-year. 05-08-2026 means the fifth of August.
To	Required	A date, written day-month-year. 05-08-2026 means the fifth of August.
What to lock	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Reason	Required	Write as much as you need here.
Locked by	Optional	Type it in as words.
Locked on	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August, not the eighth of May.
Status	Optional	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.
Period	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Requested by	Required	Type it in as words.
Open from	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August.
Closes again on	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August.
Approved by	Optional	Must be a director, and not the person who asked

Box	Needed	What goes in it, and why
Provider	Required	ClearTax, Razorpay, Tally — whoever you hold the account with
What for	Required	Choose from the list — “GSP” is one of them. If the list is empty, whatever it draws from has not been created yet.
Environment	Optional	Start in sandbox. Production files real returns and moves real money.
Where the key is kept	Optional	env:CLEARTAX_KEY — never paste the key itself
Registered name with the provider	Optional	Type it in as words.
GSTIN	Optional	Your fifteen-character GST number. It prints on every invoice this company raises. A wrong one means your buyer cannot claim the tax, and they will notice.
TAN	Optional	Your TAN, needed when you deduct TDS and file for it.
Calls allowed per day	Optional	From your plan with them
Consent or token expires	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August.

Box	Needed	What goes in it, and why
Post	Required	Type it in as words.
Format	Required	Choose from the list — “Image” is one of them. If the list is empty, whatever it draws from has not been created yet.
Platforms	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Project	Optional	Pick the layout, villa scheme or tower this belongs to. It is what puts the record into that project's reports — leave it wrong and the project's figures will be wrong with it.
Date	Required	A date, written day-month-year. 05-08-2026 means the fifth of August, not the eighth of May.
Time	Optional	Type it in as words.
Written by	Optional	Type it in as words.
Status	Optional	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.

Box	Needed	What goes in it, and why
Where	Required	Choose from the list — “Facebook” is one of them. If the list is empty, whatever it draws from has not been created yet.
Handle or page name	Required	As a customer sees it — @yourcompany
Account or page id	Optional	From the platform's own settings
Where the token is kept	Optional	A reference such as env:FB_PAGE_TOKEN — never paste the token itself
Token valid until	Optional	When it lapses posts fail quietly. This is what warns you first.
Status	Optional	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.

Box	Needed	What goes in it, and why
Agent name	Required	The name as you will look for it later. Everything else in the system shows this, so spell it the way you would search for it — searching for "Murugan" will not find "S. Murugan".
What it does	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Status	Optional	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.
Platforms	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Tone of voice	Optional	Type it in as words.
Instruction	Required	Tell it what it may say and what it must never say
Send replies automatically	Optional	Off means it drafts and a human sends
Reply within	Optional	Choose from the list — “2 minutes” is one of them. If the list is empty, whatever it draws from has not been created yet.
Hands over to	Required	Type it in as words.

Box	Needed	What goes in it, and why
When this happens	Required	Choose from the list — “Enquiry created” is one of them. If the list is empty, whatever it draws from has not been created yet.
Send this template	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Channel	Required	Choose from the list. If it is empty, whatever it draws from has not been created yet.
When to send	Optional	Choose from the list — “Immediately” is one of them. If the list is empty, whatever it draws from has not been created yet.
Send to	Required	Choose from the list — “The enquiry” is one of them. If the list is empty, whatever it draws from has not been created yet.
Status	Optional	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.
Company	Required	Pick which of your companies this belongs to. Everything in the system sits under a company, so this decides which set of books it lands in. Pick the wrong one and moving it later means reversing entries in a month that may already be closed — worth a second look before you save.
Broadcast name	Required	The name as you will look for it later. Everything else in the system shows this, so spell it the way you would search for it — searching for "Murugan" will not find "S. Murugan".
Limit to project	Optional	Pick the layout, villa scheme or tower this belongs to. It is what puts the record into that project's reports — leave it wrong and the project's figures will be wrong with it.
Estimated recipients	Optional	A number. Figures only.
Send on	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August, not the eighth of May.

Box	Needed	What goes in it, and why
Post title	Required	Type it in as words.
Format	Required	Choose from the list — “Image” is one of them. If the list is empty, whatever it draws from has not been created yet.
Platforms	Optional	Choose from the list. If it is empty, whatever it draws from has not been created yet.
Project	Optional	Pick the layout, villa scheme or tower this belongs to. It is what puts the record into that project's reports — leave it wrong and the project's figures will be wrong with it.
Published on	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August, not the eighth of May.
Reach	Optional	A number. Figures only.
Engagement	Optional	A number. Figures only.
Enquiries	Optional	A number. Figures only.
Bookings	Optional	A number. Figures only.

Box	Needed	What goes in it, and why
Asset name	Required	The name as you will look for it later. Everything else in the system shows this, so spell it the way you would search for it — searching for "Murugan" will not find "S. Murugan".
Type	Required	Choose from the list — “Image” is one of them. If the list is empty, whatever it draws from has not been created yet.
Format	Optional	Choose from the list — “JPG” is one of them. If the list is empty, whatever it draws from has not been created yet.
Project	Optional	Pick the layout, villa scheme or tower this belongs to. It is what puts the record into that project's reports — leave it wrong and the project's figures will be wrong with it.
Size (KB)	Optional	A number. Figures only.
Width	Optional	A number. Figures only.
Height	Optional	A number. Figures only.
Duration	Optional	Type it in as words.
Tags	Optional	Choose from the list — “aerial” is one of them. If the list is empty, whatever it draws from has not been created yet.
Usage rights	Required	Choose from the list — “Own” is one of them. If the list is empty, whatever it draws from has not been created yet.
Uploaded on	Optional	A date, written day-month-year. 05-08-2026 means the fifth of August.
Uploaded by	Optional	Type it in as words.

Box	Needed	What goes in it, and why
Situation	Required	The name as you will look for it later. Everything else in the system shows this, so spell it the way you would search for it — searching for "Murugan" will not find "S. Murugan".
Intent	Optional	Choose from the list — “Pricing” is one of them. If the list is empty, whatever it draws from has not been created yet.
Words that trigger it	Required	Comma separated. Include Tamil transliterations — evlo, irukka, pannunga
The reply	Required	Use {project}, {startingPrice}, {availableCount}, {cornerCount}, {emi}, {approvalStatus}
This reply quotes a price	Optional	Leave off unless the reply really should state a rate
Always fetch a human afterwards	Optional	Tick it if it applies. Leave it alone if not.
Priority	Optional	Lower runs first
When this happens	Required	Type it in as words.
Do this	Required	Type it in as words.
Within	Optional	Choose from the list — “Immediately” is one of them. If the list is empty, whatever it draws from has not been created yet.
Where it lands	Optional	Choose from the list — “Inbox” is one of them. If the list is empty, whatever it draws from has not been created yet.
Active	Optional	Untick this to retire something without deleting it. Old records keep working and it simply stops appearing in new dropdowns.

How to run your businessin Riksa AI

Start hereThe chain everything follows

Start hereSetting up, in order

Start hereA day in the product

Start hereRunning several companies

Start hereBringing your old data in

Start hereRoles and permissions

Start hereRole, designation, and the words that look alike

Start hereWhy the screens change their words

Start hereHRM — staff, attendance and payroll

Two kinds of staff

Employees sign in themselves

Salary and payroll

Leave and permission

Notices

Start hereA clickable layout drawing

Start hereThe customer portal

Start hereAI Copilot

Start hereCompanies and setup

Companies

Land and projectsLand bank and joint development

Land Parcels

Land Costs

Jdas

Jda Payouts

Boq Items

Land and projectsProjects

Projects

Land and projectsPlots, units and the availability board

Units

SellingEnquiries and follow-ups

Leads

Reminders

Lost Leads

Waitlist

Cadences

Referrals

SellingSite visits and call logs

Site Visits

Call Logs

SellingQuotations

Quotations

Loan Desk

SellingBookings and payment plans

Bookings

Sales Team

Commission Slabs

MoneyDemands and receipts

Invoices

Receipts

Retainer Invoices

Eway Bills

MoneyVendors, bills and payments

Vendors

Purchase Orders

Bills

Payments Made

Ra Bills

Expenses

Vendor Credits

Maintenance Expenses

MoneyThe books

Journal

Chart Of Accounts

Banks

Budget Lines

Recurring Profiles

Locked Periods

Lock Overrides

Acct Connections

MoneyGST, TDS and RERA

Gst Returns

Tds Entries

Rera Qpr

Labour Compliance

Compliance Calendar

After the saleRegistration and handover

Handovers

Vault Documents

Documents

How to run your business
in Riksa AI

Box	Needed	What goes in it, and why
Full name	Required	The name as you will look for it later. Everything else in the system shows this, so spell it the way you would search for it — searching for "Murugan" will not find "S. Murugan".
Designation (job title)	Optional	Their job title — Sales Manager, Site Engineer, Accountant. It appears on screens and reports and nothing more: it does not decide what they can open. Titles come from Master data → Designations, so you can add your own.
Work email	Required	Optional. Where you have it, statements and documents can be sent here instead of printed.
Phone	Optional	Ten digits, no spaces. This is how the system recognises somebody who has contacted you before. One wrong digit quietly creates a second, separate customer — and their earlier enquiry, visit and quotation will not be found.
Company	Optional	Pick which of your companies this belongs to. Everything in the system sits under a company, so this decides which set of books it lands in. Pick the wrong one and moving it later means reversing entries in a month that may already be closed — worth a second look before you save.
Role (what they can open)	Required	What they are allowed to open. This is the one that matters: a Sales Executive has 29 permissions, an Accounts Manager 170, a Super Admin 356. Change this and the buttons that person sees change with it. Give everybody the narrowest role that lets them do their job.
Status	Optional	Where this stands right now. It decides the colour on the boards and which buttons you are offered next.

What you see	What to do
A grey box: “This screen could not open”	Press Copy these details and send them. The box names the screen and the build, which is what anybody fixing it needs.
An error naming a field	That field is the problem, and it will be marked in red on the form. The message says what is wrong with it.
A dropdown is empty	Something earlier in the chain does not exist yet. No projects means no project dropdown; no plots means no plot dropdown.
A list is empty when you expected records	Check the “Working in” box at the top of the menu. You may be looking at a different company.
Something saved is gone after a refresh	Report it with the screen name. That should not happen and is worth investigating rather than working around.

Nothing sends by itself	No SMS, WhatsApp or email has ever left this installation. Messages are written for you to send.
Nothing runs on a schedule	A scheduled post will not go out and a reminder will not email itself until a cron job is switched on.
The AI screens do not call the AI yet	The endpoints work; Creative Studio and Post Wizard still use templates.
Some newer reports have no screen	Project P&L by date, profitability, sales by person and sales by business type work through the API and are not yet on the Reports page.