Drawings, spec sheets, quotes, contracts and site photos for every project live in one place, filed by room and linked to the products they describe. Anything attached elsewhere in Workroom is filed here too, and nothing carrying your trade pricing ever reaches a client.
for projects, products, records, vendors and the text inside every file
By room
from your own room list, grouped so a hundred rooms fit on one screen
Locked
any file with vendor cost or trade pricing, before a client can see it
30 days
in Trash before anything is gone, with Undo on every delete
Smart search
Search the way you remember the job
One search box covers projects, products, documents, records, folders, rooms, vendors and share rooms. Type “thayer” and you get the purchase order, the sectional it was for, every document tied to it and the vendor, before you finish the word.
Matches the products, vendors, spec codes and PO numbers linked to a file
Accents don’t matter: “tomas” finds Tomás
Press / from anywhere to jump to search
Ask Walter
Ask for a file the way you’d ask a colleague
Press Enter and Walter reads the text inside every file, not just the name. Products come first, each with every document linked to it, then the files, with the matching words highlighted and the reason each one matched. Name a project in the question and Walter looks only there.
Reads inside PDFs, spreadsheets and photo captions
Rooms come from the room list in your settings, with the same names and codes your spec numbers use, so nobody retypes them for each project. A hundred rooms fold into about a dozen groups, from Living to Baths. Pick a room and you see every file for it, whichever folder it sits in.
Walter suggests a room for every upload, and only rooms the project has
Needs room holds only the files that are really missing one
Bills and letters can be marked not room-specific
Filed by Workroom
The receipts file themselves
Every estimate, invoice, change order, purchase order, bill and receipt in Workroom is filed in Documents, along with product photos, Comms attachments and task files. Each record gets its own folder holding the PDF Workroom made, anything attached to it and anything linked from elsewhere. Your own folders hold only what you put there.
The PDFs Workroom makes follow their record, and are shared once it’s sent
Receipts, purchase orders and bills lock internal on their own
Every file is stored once and counts once toward your storage
Walter reads every upload, import and new version. Vendor quotes, purchase orders, bills, acknowledgments, price lists and anything else with trade pricing lock internal, and the banner shows the exact phrases it found. Share a whole folder and everything else goes, with a note of how many files stayed behind.
Workroom’s own purchase orders and bills are always internal
Owners can clear a lock, and the reason is written to the file’s activity
Anyone else can ask for a review, and a new version runs the check again
A share room is a link for one contractor or vendor, picked from your contacts. Choose a room and its files come with it. Set when the link expires, add a password, and decide whether they can download. They always see the latest version, and every open, view and download goes in the access log.
A vendor can receive documents with their own pricing, and nobody else can
Estimates, invoices and change orders never go to a trade
Revoke the link, or extend it 14 days, whenever you like
What they see
Their name on every page
The contractor opens a page with your studio’s name on it, not a sign-up screen. Each file carries a watermark with their name, their company and the date, and can be view only. Once the link expires or you revoke it, the page shows that and nothing else.
No account for them to create
A password when you want one
Expired and revoked links show no file data
Everything else
The rest of what a file needs
Versions that never overwrite
Upload a new version and say what changed. Restoring an older one makes a new version, so nothing is ever lost.
A studio library
Letterhead, welcome packets and care guides live once and link into any project. A new version reaches every project that uses it.
Clients find it in Comms
Switch a file to shared and your client sees it in Comms under Documents. The file’s activity shows when they viewed it.
Trash for 30 days
Every delete can be undone, and deleted files wait 30 days in Trash, showing where they were and who deleted them.
Each role sees its own
Controls a role can’t use are removed, never grayed out, and search only returns files the viewer can open. Permissions
Import from Drive or Dropbox Coming soon
Map each folder to a Workroom folder and room, and Walter tags rooms and checks for vendor pricing as the files copy.
Questions we hear
Documents, specifically answered
Can my clients see our documents?
Only the files you share, and they see them in Comms under Documents. Anything with vendor cost or trade pricing is locked internal, and its sharing switch won’t move.
What happens to the PDFs Workroom makes?
Estimates, invoices, change orders and purchase orders are filed under Filed by Workroom, each in its record’s folder. They follow the record: you edit them where they were made, and they’re shared with the client once the record is sent.
Do contractors need a Workroom login?
No. A trade share room is a link with an expiry date, an optional password and a watermark with their name. You can revoke it at any time.
Where do the rooms come from?
From the room list in your settings, where each room has a name, a short code for spec numbers and a group. Projects pick their rooms from that list during setup.
Can we import from Google Drive or Dropbox?
That’s coming soon. You’ll map each folder to a Workroom folder and a room, and Walter will tag rooms and check for vendor pricing as the files copy.
How much storage do we get?
Pro includes 25 GB for the whole studio, and Concierge is unlimited. Owners can add 1 TB at a time, for $10 a month or $120 a year. See pricing.
Bring one project
See your own files filed by room
We’ll bring in a project’s drawings, specs and quotes and show you where they file, what Walter finds, and what stays internal.
