Start with the role, not a generic grid
The information stays useful because it remains attached to the people, project, and financial context around it.
Workroom feature
A dashboard that changes with the person looking at it
Give principals, design directors, operations, finance, and business development a relevant view of the same connected studio.
Trusted by the studios doing the work
ART DIRECTIONProduct mockup + interior-design context
Role-aware dashboard showing priorities, leads, project health, cash, workload, and alerts. Create five selectable role tabs; use current Workroom UI patterns without inventing unbuilt widgets.
What this changes
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Bring leads and active work into one operating view
The information stays useful because it remains attached to the people, project, and financial context around it.
Let every tile lead back to the source record
The information stays useful because it remains attached to the people, project, and financial context around it.
The connected record
One update should not create five cleanup tasks
This capability connects with CRM, projects, time, products, billing, and reporting. The final visual should demonstrate how a change propagates instead of presenting the feature as a standalone tool.
Capture→Connect→Act→Learn
Set it once, per firm
The digest that means you can stop opening the dashboard
A dashboard only works for people who remember to look at it. The week a project goes sideways is exactly the week nobody has time to check, which is when a silent overdue invoice or an unapproved estimate does the most damage.
Recap pushes it instead. Walter writes a short summary from real system activity — hours logged, invoices owing, estimates the client has not acted on, purchase orders that moved — and sends it on your schedule. A separate client version goes out per project, and any project can opt out.
- Daily or weekly, at a time you choose
- Nine sections you can each turn off
- A friendlier client version, per project
- Notifications tuned per event and per channel
NotificationsTurn a whole channel on or off, or fine-tune each event per channel. These settings are personal to you.
Notify me aboutCenterIn-appEmail
Estimate signedA client signs an estimate
Timelog needs approvalA timelog awaits your sign-off
Change order needs approvalA change order awaits sign-off
Purchase order activityUpdates on a purchase order
Thirteen events × three channels. A channel’s column switch turns it off everywhere.
RecapA daily or weekly activity digest, generated by Walter from your real system activity.
Admin recapDaily
Send time12:00 AM
RecipientsOwner + all admins
Walter summaryTime loggedUnpaid & overdueOutstanding estimatesProducts awaiting approvalPO movementMoney snapshot
Client recapA per-project update emailed to each project’s clients. Individual projects can opt out.
See the connected workflow
Bring the real work into the demo
We’ll show how this part of Workroom connects to the records your team already uses.