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Interior Design Studio Client Project Management Tracker with FF&E - Notion Template - Vendor Tasks Calendar Automate Invoices

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EtsyInterior Design Studio Client Project Management Tracker with FF&E - Notion Template - Vendor Tasks Calendar Automate Invoices

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Interior Designers - Streamline the management of your Interior Design Studio with this comprehensive studio management Notion template. ➡️ Track all your projects and every detail within them. ➡️ Manage your lead pipeline ➡️ Provide your employees with personalized task calendars ➡️ Keep track of your full studio finances - view invoice status at a glance, for all projects. ➡️ Create a full supplier / contractor library for easy reference and contact information ➡️ Store project information in one place ➡️ Full comprehensive FFE Notion schedule - assign products by room, see a clear project wide cost analysis. ➡️ Share a client portal page with clients so they have full visibility of their project with live updates. ➡️ Manage client correspondence with meeting and phone call notes / tracking All actions can be performed at the click of a button. This Notion Template will streamline your studio project management without the monthly subscription fees. Make managing your Interior Design Studio a breeze with this essential tool at your fingertips! The FFE Finishes schedule is so flexible. There's no need to mess around with extra rows, checking formulas in a spreadsheet. Just like a chef needs a recipe that adjusts for the number of guests without complicating the cooking process, designers need a document that scales with project size effortlessly. This is simple to use, even for Notion newbies. Whether you're a seasoned interior designer who's fed up with monthly subscription fees for simple studio management, or looking to finesse your project management system into Notion so you can design it the way you want. This template is for you. Does all the jobs of an expensive monthly subscription app without the expense! If you're still unsure, reach out and I can send you through an explanation video, to show you how everything works. If you need something customized for your specific situation, reach out and we'll see if we can help. 𝗪𝗵𝗮𝘁'𝘀 𝗢𝗻 𝗧𝗵𝗲 𝗦𝘁𝘂𝗱𝗶𝗼 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱? 1️⃣ Studio Project Tracker - One view to see full workload 2️⃣ Studio Invoice Tracker - Track invoices due / outstanding 3️⃣ Studio Lead Tracker - One place for all enquiries / waitlist 4️⃣ Studio Project Tasks - One view for all project tasks 5️⃣ Business Supplier List - Your Studio’s supplier / contractor library 6️⃣ Tutorial Page with video guidance 7️⃣ Calendar view for each designer to track assigned tasks 𝗪𝗵𝗮𝘁'𝘀 𝗢𝗻 𝗧𝗵𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱? 1️⃣ Project Tasks - View project tasks in one glance, sorted by date / calendar view 2️⃣ Project Invoices - View status of project financials 3️⃣ Client Tasks - Assign and track client actions 4️⃣ Project Specification Cost Overview - Know your project numbers 5️⃣ Design Moodboard - One depository for all design inspiration for each project 𝗪𝗵𝗮𝘁'𝘀 𝗢𝗻 𝗧𝗵𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗣𝗼𝗿𝘁𝗮𝗹? 1️⃣ Welcome letter - outline communication rules and answer FAQs 2️⃣ Client Tasks - Clients can see what actions are needed by them 3️⃣ Project Moodboard - Visualize their project all the way through 4️⃣ Project Specification and Cost Overview - Clients are aware of costs throughout 5️⃣ Key Documentation Links - all information is available - full transparency 6️⃣ Project Proposal - Full, detailed proposal with useful wording already for you 𝗪𝗵𝗮𝘁'𝘀 𝗜𝗻 𝗧𝗵𝗲 𝗙𝗙𝗘 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲? 1️⃣ Room / Area Summary - Overall view of project costs, split up by area / room 2️⃣ Overall Product List - A place to add new products to the project, at the click of a button 3️⃣ View product specifications at a glance with a summary view sorted by supplier. Also with a gallery view for quick viewing. 4️⃣ View your project via status. Quickly see what stage each product is at. Which needs review , what's been approved etc. 5️⃣ View the overall project by category. Clearly show your clients where the money is being spent. Get started straight away. Add in your first project, create invoices, tasks and product specifications. All that's left to do is more creative work with all the time you save using this template. Share with clients and contractors with just a click of a button. 𝗙𝗿𝗲𝗾𝘂𝗲𝗻𝘁𝗹𝘆 𝗔𝘀𝗸𝗲𝗱 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 - Do I Need to Pay For Notion? No. Only a free Notion login is required to use this template. (Yay! No monthly subscriptions for studio project management ever again!) - Can I Export The for Excel / PDF? Unfortunately Notion does not do well with exporting (it is intended to be an online only software) Although there are plugins that claim they can export CSV / PDF files, we have not had much success with the formatting of these.  - How Many Projects Can I Manage With It? You can create as many projects as you want. This template is flexible for any size design studio. - How Many Rooms Can I Add To The Schedule? An unlimited amount of rooms can be added to this Notion file, and with just a click of a button, it is so easy to do. - Can I Customize To Suit My Brand? You can change the colors, text and images in the file. Add images of the project you’re working on or inspiring projects. Make it yours - Can I Change The Categories? You can add as many categories as you want. There are pre-made ones already loaded in to get you going FAST. - What If I Need Help? Included with every purchase is a tutorial page. Full of short videos to help you out with every part of the file. And if you need further help, you can reach out to us directly. This is a digital product. No physical item will be sent. No refunds will be given for any reason. After purchase confirmation, you will receive a link to download a pdf with a link to your Notion file.

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