Interior Design
Interior Design: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- Site surveys and quantity take-offs live in Excel, so the quote and the actual build cost never match.
- Supplier orders are not tied to projects, so it is impossible to trace which material went to which job.
- Client revisions are not recorded, so the extra cost is never collected.
- Progress billing and the collection plan are not tracked — the project ends with money still uncollected.
Workflows
From survey to quote
- The survey record is opened with the room schedule and quantities.
- Material and labor lines are attached to the quantities and the quote is generated.
- The approved quote turns into the project contract and collection plan.
From order to progress billing
- The material list is converted into supplier orders; deliveries are booked to the project.
- Execution stages are tracked with work orders; completed rooms are checked off.
- A progress invoice is issued based on completion and deducted from the collection plan.
Documents
- Survey and quantity record
- Project contract
- Supplier order form
- Progress invoice
Reports
- Cost and profitability by project
- Quote vs. actual cost variance
- Supplier order and delivery status
- Progress billing and collection tracking
Metrics
- Project profit margin
- Quote-to-cost deviation
- Extra revenue per revision
- Collection delay time
Compliance
- Works-contract and defect-liability records
- GİB e-Invoice and e-Archive
- CE/G conformity certificates for building materials
Glossary
- Quantity take-off
- The measure-and-quantity list the quote is based on
- Room schedule
- Work-item breakdown by room and area
- Progress billing
- Interim invoicing and collection tied to progress
- Revision
- A change record appended to the contract
FAQ
Can I turn the survey and quantities into a quote?
Yes — room and quantity lines are priced and carried into the quote; on approval it becomes the contract.
Can I tie material orders to the project?
Yes — the order is opened against the project; delivery and cost post to that project's account.
Can I charge for client revisions?
Yes — the revision is added to the contract as a change record and invoiced as an extra line.
Can I set up a progress-billing plan?
Yes — the collection plan is tied to stages; a completed stage triggers the progress invoice.
Can I see project profit in real time?
Yes — material, labor and supplier invoices post to the project, so profit is tracked live.
