ONE JOB. SEVERAL PEOPLE. A STORY YOU CAN FOLLOW.

The machine stops.
The story starts.

A visit, a replacement part, a customer promise and ₹450 of travel. See how the team keeps the details as the work moves forward.

Actual app captures · Sunrise Foods demo scenario · Desktop views

01 / THE VISIT

The problem has a shared home.

Kavita’s packing machine stops during sealing. The Service Visit Karma records the customer, equipment, finding and next step: the drive belt needs replacing. Ravi is the Karta, with colleagues helping.

An action. Its details. Someone responsible.

Service Visit Karma for Kavita Rao’s packing machine, recording a worn drive belt, replacement needed and the next fitting step. — **Service Visit Karma**The finding and the next step, in the same record.

02 / THE NEXT STEP

“The replacement belt is arranged.”

Ravi records the inspection. Suresh confirms the part. Their messages and a machine photo stay beside the task, which links back to the Service Visit Karma.

The next colleague can read what happened.

Task to restore the Sunrise Foods packing machine, linked to a Service Visit Karma, with Ravi and Suresh’s messages and a machine photo. — **The conversation stays with the task**The inspection, the part and the technician’s photo stay beside the work.

03 / THE MONEY

₹450, with its reason.

The travel expense names the service visit and customer. This entry shows approval and the history of a category correction. Finance has the context behind the amount.

The work explains the expense.

Approved ₹450 conveyance expense for the Sunrise Foods service visit, showing expense-head correction controls and audit history. — **₹450, with its reason**An approved travel expense, its category correction and audit history.

04 / THE RELATIONSHIP

The promise survives the call.

Priya records that Kavita needs the machine before the next production shift. Dated follow-ups keep the next conversations in view. A useful conversation does not have to become another task.

The customer history stays with the business.

Kavita Rao’s contact Updates showing a customer discussion about the packing machine and two dated follow-ups with reminders. — **A conversation worth keeping**Customer discussion, scheduled follow-ups and outcomes, without another task.

05 / THE BIGGER EFFORT

Several steps. A place for each.

A separate Project example organises repair tasks into Site Visit, Parts & Repair, and Customer & Money. Each task has a place on the board. Projects group Tasks; Karmas are not added to Projects.

See the larger effort without confusing the structures.

Project board for Sunrise Foods packing-machine repair with tasks in Site Visit, Parts and Repair, and Customer and Money sections. — **The larger effort, organised**A Project groups tasks into sections. The board shows who owns each step.

06 / THE HANDOVER

Know what still needs doing.

Site Visit is complete. Parts & Repair and Customer & Money each show one of three tasks complete. The repair is still in progress in this capture. The team can see the next steps instead of reconstructing the story from calls.

The work moves on. The knowledge stays.

Explore Tasks & Projects

Sunrise Foods packing-machine repair Project home showing section progress: Site Visit 2 of 2, Parts and Repair 1 of 3, Customer and Money 1 of 3. — **Progress by section**Site Visit, Parts & Repair, and Customer & Money each have their own progress.

YOUR TURN

Now let’s follow one piece of your work.

A service visit, a sales follow-up or an approval: tell us where the handover gets difficult.

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The machine stops.The story starts.