Views by Role for Interior Design Studios
Interior Design Management System gives each person the part of the project file they act on. Principals, designers, supervisors, accounts and clients read the same project, so the studio and the site work from one record.
One project file, five views
An interior project passes through several hands. The designer prepares drawings and material choices for the client to approve. The supervisor runs the site, and accounts handles the money. The client approves and pays. Nobody keeps a private copy. Each role opens the screen for its own work, and every screen reads from the same project file.
What each role sees
How a project moves between roles
A lead is recorded with what the family wants, and the designer builds the budget and quotation. Drawings and material choices go to the client on the portal. Purchase orders and tasks go to the supervisor and the vendors. Bills and payments post against the budget, and the project is closed at handover.
What the studio decides
Who holds which role is set with the studio during implementation. One person can hold more than one. Designers, supervisors and accounts are each taught their own screen in training, including adding site photos from a phone. What a client sees on the portal is the studio’s choice.
Frequently asked questions
Can the principal see every project at once?
Yes. The owner view lists all live projects with their stage, budget against actual, pending approvals and money owed.
Do clients see the studio’s costs?
Clients see progress photos, pending approvals and the payment schedule. What else appears on the portal is agreed with the studio during implementation.
Can one person hold two roles?
Yes. A principal who also designs can be given both views, and a small studio often works this way.
Is there a view for carpenters and vendors?
Carpenters have no login. The studio records their advances and payments, and the purchase orders raised to vendors, against each project.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements