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Getting Started
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FAQs
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Getting Started
Set up your account, invite your team, and start your first project.
- Creating your Kaliun account
- Setting up your company profile
- Inviting team members
- Creating your first project
- Importing contacts
CRM & Leads
Manage your sales pipeline, contacts, and lead follow-ups.
- Managing your lead pipeline
- Adding and editing contacts
- Lead scoring and prioritization
- Setting up follow-up reminders
- Importing contacts from CSV
Proposals & Estimates
Build, send, and track professional proposals.
- Creating a proposal
- Adding line items and cost codes
- Setting up allowance sections
- Sending proposals via email
- Tracking proposal views
Project Management
Schedules, tasks, daily logs, and change orders.
- Creating and managing projects
- Setting up project phases
- Daily log reporting
- Managing change orders
- Task management and checklists
Invoicing & Payments
Bill clients, track payments, and manage expenses.
- Creating invoices
- Progress billing setup
- Online payment collection
- Expense tracking
- Payment allocation
Client Portal
Set up and customize your branded client portal.
- Portal overview and setup
- Managing client access
- Allowance selections
- Client document sharing
- Portal branding options
Mobile App
Use Kaliun on iOS and Android devices.
- Downloading the mobile app
- Logging in on mobile
- Creating invoices from the field
- Daily log photos and notes
- Push notification settings
Account & Settings
Manage your account, billing, team roles, and integrations.
- Managing your subscription
- Setting up roles and permissions
- API key management
- Email template customization
- QuickBooks/Xero integration