How should I manage projects and clients in an interior design business?
Track enquiries to signed proposals in a CRM, run each project with milestones (concept, design approval, execution stages, handover) and milestone billing, manage site work and vendor orders as tasks with dates, track site supervisors' attendance by phone, and get client approvals in writing. PalmGro Flow covers CRM, projects, tasks, attendance and invoices.
From enquiry to project
- Enquiry and site measurement.
- Concept and design fee proposal.
- Design approval (2D layouts, 3D views).
- Execution quotation.
- Execution in stages.
- Handover and snag list.
Milestones and billing
Bill design fees in advance and execution in stages: booking, material ordering, mid-work, completion. See advance payments.
Site tasks
Carpentry, electrical, painting, false ceiling, installation. Each as tasks with dates, the responsible supervisor and vendor. Delays from material arrival are marked as waiting.
Vendors
Track purchase orders, expected delivery dates and payments to vendors.
Approvals
Design changes cost money on site. Get every design approval and change request in writing, with the cost impact.
Site team
Supervisors and workers punch in from site with location. Daily reports with photos of progress.
How PalmGro Flow helps
PalmGro Flow lets an interior design business run leads and proposals in the CRM, projects and milestones with billing, site work as tasks, site staff attendance with location, and expenses and vendor payments in finance. Meetings handle site visits and client presentations with reminders.
Questions people ask
How should interior designers charge?
Many charge a design fee plus execution, or a percentage of project value. State it clearly in the proposal.
How do I avoid budget overruns?
Approve material choices and changes in writing with cost before work starts.
How can I track site progress remotely?
Daily reports with photos from site supervisors and attendance with location.
PalmGro Flow brings your team, clients, tasks, attendance and money into one place, on phone and computer. Try it free, no card needed.Set it up for your team in minutes.