Contacts & Leads
Keep clients, vendors, consultants, and new opportunities connected to the work.
Every Workroom feature
Everything your firm does.
Everything your firm does.
One connected record.
Workroom connects the people, projects, products, purchasing, time, billing, accounting, and intelligence behind an interior design firm. Explore the complete platform by workflow.
Trusted by the studios doing the work
Run the studio
Keep the firm moving before a project even begins
Email & Comms
Keep project conversations visible without hunting through personal inboxes.
Forms
Collect structured information and turn responses into usable project records.
Documents
Organize project files, working documents, and deliverables beside the project.
Contracts
Create and retain agreements where the commercial project record already lives.
Link Management
Keep shared links useful, organized, and connected to the correct context.
Calculators
Estimate fees, markups, quantities, and material requirements with purpose-built tools.
Explore calculators →Deliver projects
Give every moving part an owner, date, and place
Project Management
Build phases, tasks, owners, dates, priorities, dependencies, and repeatable project rhythms.
Explore project management →Work in Progress
See every active task across projects without opening each project individually.
Table, Kanban & Gantt
Move between detailed operations, visual workflow, dependencies, and client-facing timelines.
Portfolio View
Forecast phases and timing across the entire project portfolio.
Workload & Utilization
Plan forward from assigned task hours and each team member’s weekly capacity.
Explore utilization →Time Tracking
Track time by project, phase, room, service, task, and billable status.
Explore time tracking →Client Portal
Give clients a polished place for approvals, selections, payments, and decisions.
Explore client collaboration →Products & procurement
Carry every selection from source to install
Product Library
Store imagery, specifications, pricing, vendor information, rooms, and categories once.
Explore product sourcing →Browser Clipper
Capture product details and images from vendor sites without retyping them.
Explore sourcing →Purchase Orders
Create POs from approved products and keep vendor commitments attached to the project.
Explore procurement →Order Tracking & Receiving
Track acknowledgements, ship dates, freight, receiving, claims, and installation readiness.
Change Orders
Preserve approved scope changes without losing the original commercial record.
Manage the money
Keep what was promised, spent, billed, and paid aligned
Retainers
Request the right kind of retainer, see what has been disbursed, and know what remains.
Explore retainers →Estimates
Organize scope by room or category, control the client view, and collect approvals online.
Explore estimates →Invoices & Payments
Invoice products, fees, expenses, and time—and keep payment status visible.
Explore invoicing →Deposits
Track deposits and unapplied client funds inside the financial project record.
Bills
Capture vendor and contractor obligations before cash leaves the business.
Expenses
Keep reimbursable and non-reimbursable costs attached to the correct project.
Design Fees
Support hourly, flat-fee, per-room, square-foot, cost-plus, and blended models.
Explore design fees →QuickBooks Sync Center
Review sync status and keep operational records aligned with QuickBooks Online.
Explore QuickBooks sync →Reports
See the business without rebuilding it in a spreadsheet
Financial Dashboard
Review receivables, billable WIP, gross profit, utilization, and project performance.
Explore reporting →QuickBooks P&L
Bring accounting performance into the same operating conversation.
Invoices + Payments
See what was billed, paid, outstanding, credited, and still ready to invoice.
Deposits Report
Review client deposits and unapplied funds across every active project.
Products Report
Analyze product volume, categories, pricing, markup, vendors, and margin.
Timelog Report
Understand logged, billable, unbilled, and estimated time across the team.
Tax Report
Pull together taxable project activity for a cleaner accounting handoff.
Task Efficiency
Compare expected effort with actual delivery and see where the team is improving.
Purchase Order Report
Review commitments, open orders, vendor exposure, and receiving status.
Connected intelligence
Every completed project makes the next decision smarter
Live Project Audit
Compare the plan with what actually happened, see the cause of variances, and price future work with evidence.
Explore the live audit →Project Profitability
Understand whether the project is earning money while there is still time to change the outcome.
Explore profitability →Walter AI
Ask questions about projects and the firm using the connected operational and financial record.
Meet Walter →