The connected workspace for interior design firms
A beautiful business,
A beautiful business,
not just beautiful rooms.
From the first saved product to the final payment, Workroom keeps projects, people, products, purchasing, time, clients and finances moving together — so the person running the firm can answer their own questions about money, hours and margin without hiring a CFO or waiting on the accountant.
30 days from go-live · Set up by a specialist
People + projects
One shared story
AI with context
Trusted by the studios doing the work
One connected workflow
From first selection to final payment
The details your team captures at the beginning become the approvals, orders, updates, invoices, and answers everyone needs later. Nothing loses its context.
- 01SourceClip the product and its details
- 02ApproveKeep the client decision on record
- 03OrderCreate the PO without re-entry
- 04TrackFollow it through delivery
- 05BillInvoice products, fees, and time
- 06LearnLet AI connect the project’s full story
The project remembers
Every next step already has the context
A product is not copied from one tool to the next. It becomes a client decision, a purchase order, a delivery, and an invoice—all while staying attached to the room, vendor, price, owner, and conversation that shaped it.
- Product details flow into proposals and purchase orders
- Client approvals stay attached to the exact selection
- Time keeps its project, phase, task, and billing context
- Invoices and accounting trace back to the source record
Robin ResidenceLiving room · Bronze/Gray Sectional
ConnectedBronze/Gray Sectionalby Thayer Coggin · $22,798 · Performance Tweed · Qty 1
✓SavedVendor details and trade price capturedJul 12
✓ApprovedClient decision attached to the productJul 16
✓OrderedPO #1152 created without re-entryJul 18
4TrackingVendor confirmed shipment for August 18Today
5BillingClient price and deposit are ready when neededNext
Live Project Audit
The project tells you where it is strong—and where it is leaking.
Workroom continuously connects what you estimated, what happened, what was spent, and what was billed. You see the cause while the work is moving, then carry that lesson into the next proposal.
Explore the live auditRobin Residence Live audit
Project confidence827 connected signals
Project 01Project 05Project 12More complete projects → better pricing knowledge
W
WalterReads your connected studio data
Which projects are over their estimated hours?
W
Robin Residence is 54.1 hours over estimate. Most of the overage is in Design Development.
Estimated20.0 hrs
Logged74.1 hrs
Unbilled$23,525
I can summarize the affected timelogs or draft the next invoice.
Ask Walter about any project…
Walter AI
Ask your studio. Get an answer with the source.
Walter reads across projects, invoices, estimates, purchase orders, contacts, and timelogs. Ask a plain-English question, find the underlying record, or update the project without hunting through tabs.
“What invoices are unpaid?”
“Summarize Robin Residence this month.”
“Add a note that the client approved the sofa.”
Meet Walter →
Built for design-firm economics
However you charge, Workroom keeps the fee honest
Estimate the work, track what actually happened, bill it correctly, and see the margin—all without rebuilding the calculation at month end.
Hourly
Compare estimated, logged, unbilled, and invoiced hours.
Flat fee
Track delivery effort against the fixed amount you sold.
Cost plus
Calculate product and service fees from live project spend.
Per square foot
Connect room scope and area to the fee schedule.
Reimbursable
Collect billable project expenses with the right markup.
Studio work in progress
One workload, five ways to see it
Move from the day’s tasks to the whole firm’s capacity without recreating the plan. Every view uses the same phases, owners, dates, files, comments, and time.
All active projectsFour active projects, one plan
Live from tasks + time
Table – By ProjectView settings1 filter•••
WBSTypeTaskAssigneeStartDueStatusPriorityTime tracking
ROBNRobin ResidenceJan 14Aug 160m / 31h
⌄Pre-DesignJul 29Aug 250m / 31h
□ 2.1StandardConfirm scope & fee letter countersignedAMJul 27Jul 28In ProgressHigh0m logged2h left
□ 2.2StandardField measure & as-built base planIDAug 7Aug 13To-DoHigh0m logged3h left
□ 2.3MeetingClient discovery callAMJul 31Jul 31On HoldHigh0m logged18h left
To-Do 3
Lock in sofa, dining table, lighting, and case goods.
On Hold 1
Share palette, materials, and furniture direction.
In Progress 2
Measure every room in scope and photograph existing conditions.
Done 2
Signed proposal, retainer invoice, and welcome guide.
Pending 0
No tasks
Project schedule◉ Client viewExportTask types ▾
ActionsTaskAssignedStartEndDaysStatusPriority
JUL 2730AUG 0306AUG 1013AUG 1720
⌄ ＋Onboarding—Jul 26Aug 1824
◉ ＋ ↗▰ Confirm signed agreement & retainerAMJul 26Aug 17To-DoHigh
▰ Confirm signed agreement▣
▱ Atlas Rug, 8 × 10—
◉ ＋ ↗▱ Set up project folders & portal accessDLAug 5Aug 128In ProgressMedium
▱ Project folders & portal
◉ ＋ ↗▤ Build preliminary project scheduleAMAug 13Aug 186To-DoHigh
▤ Schedule
Portfolio forecast6 projects
ProjectJULAUGSEPOCTNOVDEC
ROBNRobin Residence 0%
OnboardingPre-Design
ZAPAZapata Residence 18%
OnboardingSchematic DesignDesign Development
WALTWalter Residence 36%
Pre-DesignSchematic DesignDesign DevelopmentInstall
JVJackson Valley No tasks yet
Utilizationplanned · 4 people
Team avg 74% · 118h planned
MemberJUL 27W31AUG 3W32AUG 10W33AUG 17W34AUG 24W35AUG 31W36
Team 74%72%88%79%108%46%—
AMAndrea Martinez40h/wk68%92%84%112%41%—
MCMaya Chen40h/wk81%77%94%85%32%—
DLDana Lee32h/wk43%72%64%96%38%—
Client experience
Clients see the decision. Your team keeps the record.
Share the polished side of the project while keeping internal work internal. Approvals, comments, estimates, invoices, files, and progress stay attached to the work they concern.
- Control what clients can see
- Keep approvals and feedback on the record
- Send branded estimates and invoices
- Reduce status emails and attachment confusion
Client selectionsRobin Residence · Office
3 to reviewTable Lamp (Office)Eichholtz · Qty 1$4,495 client price
Approved
1st Floor DeskOffice · Qty 1$5,670 client price
Needs review
Vendor cost and markup are hidden from the client view.
Connected where it counts
Workroom runs the project. Your accounting stays aligned.
Use Workroom as the source of truth for project documents and connect the tools that still have a clear job to do.
QuickBooks Online
Sync estimates, invoices, purchase orders, and financial status.
Live
WorkPay
Accept card and ACH payments and manage vendor payouts.
Live
Harvest
Import time by project and task with optional automatic sync.
Live
Claude × Workroom
Ask about projects, POs, estimates, invoices, contacts, and time.
Live
Xero
Bring the same connected accounting workflow to Xero.
Coming soon
Switching to Workroom
Bring the firm you already run
Move clients, vendors, products, estimates, invoices, purchase orders, timelogs, and tasks into one connected system. Every migration tier comes with a rollout plan.
01MapReview your current tools and workflow
02MoveBring over the records your team needs
03RunLaunch with a real active project
Real reviews
What studios actually say
"The program is extremely robust and so thoughtful for the design to build industry which is fabulous...but most important to me is customer support and that is THE BEST!"
Patricia BonneyUS · 6 reviews
"The best design software I've ever encountered. Zero notes. Thrilled this exists... finally."
Regina Perez MontemayorUS · 1 review
Verified customer reviews · Trustpilot
Common questions
Answers before you ask
How quickly can we get our firm running?
You can start a project as soon as your studio is set up. Migration and rollout help are available at every tier, so the team learns Workroom around a real workflow.
Does Workroom replace QuickBooks?
No. Workroom runs the design-specific project workflow and keeps the operational documents connected. QuickBooks remains the accounting system, with sync status visible inside Workroom.
Can Workroom handle the way we charge design fees?
Workroom supports hourly, flat-fee, cost-plus, percentage, per-square-foot, and reimbursable fee structures, tied to live project activity.
Can clients see our internal costs and tasks?
You control what is client-visible. Internal tasks, vendor costs, markups, and working notes can remain private while clients see the polished project experience.
Can we evaluate Workroom on a real project?
Yes. Bring an active project to a walkthrough and see how your products, fees, time, and billing would operate in Workroom — then you have thirty days from go-live to change your mind.
Love the desk. Can we confirm the finish before ordering?