Setup

If you are ready to start, create your account. Keikaku will then redirect you to your personal inbox. Now there are just a few steps left to complete your setup. Let's go over them in greater detail.

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Your first project

Almost everything you do in Keikaku is related to a project. They contain your budget and all orders associated with them. To create your first project click "Projects" in the top navigation, which should take you to the project creation.

Creating a project is fairly simple as you just need to pick a name. However, there are two additional settings that you need to pay close attention to, because they cannot be changed later:

• Set the currency that should be used in your project. Usually this will be the currency of your country. All foreign currencies will be converted to this currency. For example, if you live in Germany you'd pick EUR as your currency. If you now do business with a client from the United Kingdom, he'll probably bill you in GBP. Keikaku will automatically convert these amounts from GBP into EUR, for example when viewing budgets.
• Select a unique and short key that identifies your project. This key will be used in some points, for example when generating file names for your order PDF documents or when storing uploaded invoices to quickly identify where they belong to. So if your project is called "Food Truck Renovations" a good project key would be "FTR".

While the project key cannot be changed later you may adjust the project display name as much as you like. You can also archive finished projects to make them disappear from your inbox and the projects section.

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Your first client

Now it is time to add your first client to Keikaku. Click on "Manage" in the top navigation to reach the admin panel where you can create or edit clients. Creating a client is done in three steps:

1. Fill in the client details. The most important bits are the currency that the client is using for billing as well as the email address. When creating an order for a client, Keikaku will send it to the email address specified here while the currency specifies.
2. Specify the client address. It will be included in every order PDF document to the client.
3. Create additional contacts. This is optional but useful when working with a client where the person that should receive an order has different contact details than the client. Or maybe you are working with a larger company with multiple contacts that should receive orders.

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Additional details

To finish the setup you'll need to provide your own address and contact details. This can be done in the "Settings" section in the admin panel.

The address and contact details will be used when generating order PDF documents. While the contact details are already filled out you can adjust them, if you want a different name and/or email to appear in the order documents and emails that Keikaku sends to your clients.