Project identity
Recognize the project by its name, client and location. Confirm those details before reviewing documents or discussing the next step with the team.
Interior Project Management Software
Review converted interior projects with their client details, associated quotations, invoices and recorded financial summary. Give your team a clear starting point for understanding the agreed work and billing context.
- No credit card
- 2-min setup
- Instant access
Intorza workspace
Connected
Project documents
One record
Client context
Keep accepted interior work connected to its supporting records
Once an interior quotation moves forward, the team needs more than the final proposal total. They need to recognize the project, understand the client context and find the related records when a question arises. Interior project management software can give that work a consistent place in the business workflow instead of leaving each handover dependent on a separate conversation.
Intorza's My Projects screen shows a converted project with its client and location, tabs for Overview, Quotations, Invoices and Measurement, and a summary of recorded total value, collected and pending amounts. Use the connected record to find the right supporting documents and your delivery handover to agree the next practical action. Check the source records when you need to understand what a total represents for the actual project.
Review the project through its documents and recorded totals
Associated quotations
Use the project's quotation area to review the proposals linked to the work. Check that the scope you are discussing is represented by the correct quotation.
Invoice context
Open the related billing records when a payment question arises. Keep an invoice's recorded position distinct from the status of the physical work.
Financial overview
Review recorded project value, collected and pending totals together. Open the supporting records before relying on a summary or contacting a client about a balance.
Use a project record to improve the next handover
Start the handover with the agreed scope
When a proposal becomes a project, review which work was accepted and which choices remain open. Give the receiving team the client and location context as well as the relevant quotation. Identify exclusions and optional upgrades clearly in the supporting proposal. A recognizable project record helps people find that information, while a careful handover explains the decisions behind it.
Keep document questions specific
If the client asks about a charge or a revised scope, open the associated quotation or invoice rather than answering from the summary alone. Check whether the question concerns proposed work, recorded billing or a payment entry. Keeping those documents connected makes the discussion more focused, but the team still needs to review which record is relevant to the particular question.
Review several projects without confusing their balances
For studios handling more than one property, establish a naming convention that distinguishes the client, site and work package. Check the individual project record when reviewing a collected or pending amount. Use the business dashboard for a wider overview and return to the project for its supporting detail. Do not treat a client-level total as the balance for every project belonging to that client.
Move from an accepted proposal to a clearer project review
- 01
Confirm the accepted proposal
Review the quotation decision and agreed scope before moving the work into your project handover. Make any unresolved client choices explicit.
- 02
Open the converted project
Choose My Projects in Intorza and open the relevant record. Confirm its name, client and location before relying on its summary.
- 03
Review related records
Use the quotation, invoice and measurement areas for the context available for that project. Check the underlying details when something needs clarification.
- 04
Follow through in the right workflow
Update quotation or payment records where appropriate and communicate the next action through your team's agreed process. Revisit the project summary after reviewing the source information.
Read project summaries in the right context
The project overview connects several kinds of records. Each supports a different question about the work.
- Project record: which work are we reviewing?
- The name, client and location identify the work. Use a clear naming convention for different properties, phases or work packages so your team opens the intended project.
- Quotation record: what was proposed?
- The associated proposal describes work items, specifications, quantities and terms. Review the accepted scope and any changes before treating a document as the delivery instruction.
- Invoice record: what has been billed?
- The billing record provides the context for an invoiced amount and its recorded payments. A billing status does not describe the completion of every installation task.
- Overview totals: what do the source records show?
- The financial summary reflects recorded values and payments. It should not be interpreted as a verified profit figure, bank balance or automatic reconciliation with external accounting records.
Before a project review or client handover
- Confirm the correct client, site and project name.
- Review which quotation represents the agreed work and identify open choices.
- Check associated invoices before answering a billing question.
- Verify recorded payments before using collected or pending totals.
- Keep delivery responsibilities and any scope changes clear in the team's handover.
- Review specific scheduling or reporting requirements with Intorza before adopting a workflow.
Explore the interior quotation workflow to see how the agreed scope becomes a proposal, or ask our team about your requirements.
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Project Management FAQs
What does Intorza's interior project management workflow show?
The project overview shown here includes a converted project, client and location, associated quotation and invoice areas, a measurement tab and recorded total value, collected and pending amounts. Use it to connect the supporting records for a particular project.
Can I review quotations and invoices for the same project?
Yes. The project screen includes separate Quotations and Invoices tabs. Open the relevant record to review a scope or billing question instead of relying only on the overview total.
Does the pending project amount describe unfinished work?
A recorded pending financial amount is different from a task-completion status. Review the invoice and payment context for balances, and use your team's delivery process to establish which physical work remains to be completed.
Does this page describe a Gantt chart or construction scheduling tool?
No. It describes the connected project record demonstrated in the screenshot. Specific scheduling, dependencies, resource planning or advanced reporting requirements should be confirmed with the Intorza team before you rely on them.
How should a studio organize multiple interior projects?
Use distinct names and check the client and site for each record. Review associated documents at the project level, then use the business dashboard for a broader overview. Consistent naming and handovers reduce confusion between different properties or work packages.
Where should I begin before creating a project?
Start by confirming the client brief and site information, then prepare and review the quotation. Once the client has confirmed the scope, use the accepted proposal as the context for the project and billing handover.
Connect this step to the rest of your interior workflow
Explore the relevant tools and guidance before choosing the next step for your project.
- Review quotation decisions
Keep proposal status and confirmed scope understandable before the project handover.
- Review project billing
Explore invoice records, payment entries and outstanding balances.
- Keep the client context
Review project and billing summaries from the client's perspective.
- Organize the project team
Connect team members and project assignments to clearer responsibilities.
Bring the next project conversation back to a clear record
Open Intorza and review My Projects, or talk to our team about connecting proposals, project context and billing for your studio.