Product guide

The Interioflow role & feature reference

Browse by role on the left. Click any function to see step-by-step instructions on the right.

Interior Designer·Super Admin — full studio access

Dashboard — clients first, then projects

Your dashboard opens on a grid of registered clients; pick a client to see their projects and health.

About this role

The interior designer owns the studio's workspace end-to-end: projects, milestones, quotations, purchases, fees, commissions, team and client accounts. They see every number, every margin and every change.

Step-by-step

  1. 1

    Sign in and land on the Dashboard. It lists every client you have registered — not projects.

  2. 2

    Each client card shows total projects, active, completed and at-risk counts, plus a milestone progress bar.

  3. 3

    Click 'View all projects' on a client card to open that client's project list and milestone status charts.

  4. 4

    Use 'New project' inside a client's context to create a project already linked to that client.

Good to know

  • Client and company names are automatically title-cased (e.g. 'john o'brien' is stored and shown as 'John O'Brien').