The Interioflow role & feature reference

Sign in and you land on the Dashboard. The top row counts Clients, Sites, Active, Paused and Slipped milestones.

The charts break the studio down by Sites by status, Work completed, Payment status, Material status, six months of Collections and Progress by site.

The right-hand rail lists Next milestones, Commitments due and stages Ready to collect.

Below, every client is a card with their sites. Search to find one, press + Site on a card to open a new site for that client, or use New site at the top.

A banner shows how many site licences you have left.

Open Clients → New client and enter the full name. Company, address and notes are optional.

The phone is optional; when given it must be a 10-digit Indian mobile starting 6–9. "+91 98200 11223" or a leading 0 is cleaned up for you.

Tick "Give this client a portal login" to let them into the portal, then set an email and a temporary password. The welcome email carries their sign-in details, and the password is also shown to you once.

A client saved without a login can be given one later with Give login on their row; a password is generated and emailed to them.

Save. Names are title-cased automatically, so "priya sharma" is stored as "Priya Sharma".

Press New site on Projects or the Dashboard, or + Site on a client's card so the client is already chosen.

Pick the client and give the site a name, an address and, if you like, a Google Maps link — it is shared with the client in their portal.

Set the deadline, the designer fee %, how the fee is collected (per milestone or at the end) and whether commission applies to materials.

Assign the staff who will work on it, then press Create site.

If every licence is in use, the screen says so and offers Buy more sites; staff are asked to speak to the studio admin.

Open a site → Overview → Edit.

Change the designer fee %, fee collection, status (Planning, In progress, On hold, Completed, Cancelled), the Google Maps link and the address.

Switch on "Staff may apply a markup" to let staff with the markup permission set markup on this site's purchase bills.

Switch on "Staff may manage milestones and the deadline" to let the site's team edit and complete milestones and change the deadline.

Choose whether deadline changes and milestone changes need the client's approval, and whether commission applies to materials.

Open Sites & billing. It shows the licences you hold, the sites using them, what you have bought and your invoices.

Enter How many sites (1–100). The screen shows the subtotal, GST and total at your plan's rate; press Pay and add.

The payment window opens over the same screen. Cancel puts you straight back; on success the licences are added at once and a GST invoice PDF is emailed to you.

From 30 days before a site's year ends it appears under Sites to renew. Press Renew, choose Renew for (days) — priced pro rata — and Pay and renew.

Use Move to a bigger plan → Upgrade to this plan for a better per-site rate.

Open a site → Milestones & progress → Add milestone. Give it a title, a planned date, an internal description and, if fees are collected per milestone, its fee.

Change the order with the Move up and Move down arrows; the client's timeline follows the same order.

Under "Sub-tasks · internal only", press Add for each piece of work and pick who on the site team does it. Click a sub-task's circle to move it from To do to In progress to Done.

When the stage is finished, press Complete on the milestone. Any collection stage tied to it becomes due and the client is told.

Editing a milestone's title, date or fee may need the client's approval: the row then shows "Edit awaiting client" until they answer, and you can Cancel request.

Open a site → Milestones & progress and open the milestone the work belongs to.

Under "Progress · visible to the client", press Post update.

Write a note, set the date and add up to 10 photos or videos (JPG, PNG, WebP, HEIC, MP4, MOV or WebM, up to 12 MB each).

The update appears on the client's Progress tab straight away.

Open a site → Quotations & approvals → New quotation. Add lines with Add from catalog or Add line — each has a description, quantity and rate.

Give it a title and notes if you want; notes are printed on the PDF. The total is the lines plus your designer commission.

Edit draft changes a draft in place. Press Send to client when it is ready: it appears in the client's Approvals and their bell.

When the client asks for a code to approve, the quotation PDF is attached to that email. They can also download it from the portal.

To change a sent or rejected quotation, press Revise: a new version is created and needs a fresh approval. Every change is kept in the change log.

When the client does not need to approve it, tick "Approve it now" as you create it, or press Approve directly on a draft or a quotation awaiting the client. It counts towards the site straight away, and the change log records who approved it and why.

Press Cancel, with a reason, to withdraw a quotation the client has seen or one already decided. Material and labour on it are released to bill again — tick "Also take the material back into the store" to return the material too.

Quotations, deadline changes, milestone changes, direct material and labour charges, and design approvals that ask for a code all reach the client's Approvals tab.

The client presses Approve or Reject, then Send code. A 6-digit code is emailed to them; it works for 15 minutes and Resend issues a new one.

Entering the code records the decision against that person with the time, and it cannot be changed afterwards.

You are told in the notification bell, and the decision is written to the site's activity log.

Open a site → Design approvals → New approval request and choose what needs approval: design concept, mood board, colour palette, layout, 3D views, material and finish, furniture, lighting, agreement, payment terms or other.

Give it a title, details, a Reply by date and, optionally, the milestone it belongs to.

Add 2–6 options for the client to choose between, each with a name, a note and a picture — or none if it is a simple yes or no. Attach drawings or PDFs (up to 10 at a time, 20 in all).

Tick "Confirm with an emailed code" when the decision must be binding; it is on by default for agreements and payment terms. Press Send to client.

Track requests as Awaiting client, Needs your revision, Approved or Withdrawn. Edit a pending one, Revise & resend a new version after changes are requested, or Withdraw it.

Open a site → Overview and press Change deadline on the Deadline card.

Pick the new date and, ideally, the reason — it is shown to the client in the approval email.

Tick "Ask the client to approve this" to send it to the client; leave it off to apply the date immediately.

The history lists every change: old and new date, who asked, when, the reason and whether it was approved. A pending request can be cancelled.

Press Pause site at the top of the site, give the reason for pausing and confirm. The site goes On hold and counts under Paused on the dashboard.

Press Resume site when work restarts, with a short note.

Both are kept in the site's Pause history and the activity log.

A completed or cancelled site can be brought back with Reopen site, as long as a licence is free.

Open Material & stock → Record inward.

Choose the vendor, or type a new vendor name, and enter the bill number and date.

Add a line for each material: pick it from the catalog or type a name that is not in it, then the quantity, unit, purchase rate, price and GST.

Attach the bill PDFs or photos (up to 10). More can be added later from Inward history.

The stock lands in your store and shows under In store, ready to send to sites. A typed item can be added to the catalog with To catalog.

Typed something wrong? Press the pencil on the line, in the store or in Inward history. While none of it is on a site, the quantity, purchase rate, price, GST and unit can all be corrected; once some has gone, only the quantity — and never below what has gone.

Open a site → Material. "Available in the store" lists what you hold.

Press Send, enter the quantity and the rate to assign, and choose how it reaches the client: quote it, bill it directly, or not billable. Use Write off for wastage or a return to the vendor, with a reason.

Under "Bill this material to the client", select lines and press Create quotation — tick "Approve it now" if the client does not need to — or Charge directly.

A direct charge goes to the client for approval with an email code. Under Charged directly, open any charge to see every line it covered; if the client rejects it, its material and labour are freed to bill another way.

"Material on this site" is the ledger of everything sent: on the site, billed, awaiting the client, not billed yet, and — if you may see it — cost and margin. Filter it by Not billed yet, On a quotation, Charged directly, Not billable, Back in the store or Written off.

Material not billed yet can come back: press Take back on its row and choose how much. To take back material already on a quotation, cancel the quotation first; for a pending charge, withdraw it.

Open a site → Labour & charges → Add charge.

Choose labour or miscellaneous and enter the date, what it is for, the quantity and unit, the rate billed to the site and who was paid.

Optionally record what it cost the studio — that figure stays internal.

Bill charges the same way as material: Create quotation, or Charge directly for the client to approve with a code.

The totals show labour, miscellaneous, the cost to the studio and your margin.

Open a site → Commitments. Add a commitment — what is promised, the kind (delivery, handover, payment, visit or other), its due date and any detail.

Close each commitment as Met or Missed. Open ones show under Commitments due on the dashboard.

Under collection stages, add each payment you will collect: a label, the milestone it follows, the amount or %, the due date and whether it is collected when the milestone completes or only when you raise it.

When the milestone is completed the stage becomes due, the client is told, and it appears under Ready to collect. Collect records the payment.

Open a site → Purchases → Upload bill.

Enter the vendor, bill number, bill date and bill amount, and attach the bill (one PDF or image, up to 10 MB).

Add the items with quantity and unit purchase cost, and set a markup % for the whole bill or per item. Markup can be changed later with Set markup %.

The tab shows purchase spend, the client cost after markup and spend by vendor.

Open Catalog. Add categories with + Category and materials with + Material, or bring a list in with Import CSV.

A material has a name, category, unit, rate, piece price, GST % and HSN code, and a table of vendors who supply it with their rate, minimum order, lead time and which one is preferred.

Open Vendors & rates. The Vendor master holds each supplier's GSTIN, contact, payment terms and a 1–5 rating; the Rate book compares what each vendor charges.

Open a site → Fees & payments.

Build the fee schedule with Split (1–24 instalments as a % of commission) or + Add. Each entry is an instalment within the cap, or an additional chargeable on top of it.

Instalments cannot exceed the commission earned on approved quotations; the screen refuses a schedule that goes over.

Record money as it arrives with + Fee or + Site — designer fee and site quotation payments are kept in separate columns — with the date, method and notes. Fee rows also have Record.

The client sees the total, what is paid and what is pending — never your margin.

Once, open Invoice details in the sidebar and fill in your business name, office address and state — plus your GSTIN, PAN, bank account, number prefix, jurisdiction and declaration if you have them.

On an approved quotation press Invoice, on a fee instalment press Invoice, or open a site → Invoices and pick what to invoice. A draft opens with the client, their address and the lines filled in.

Check the buyer, their GSTIN and place of supply, and the lines — a line can carry a whole scope of work and an HSN/SAC code. The total shows the GST as you type.

Press Issue invoice. It takes the next number for the financial year, such as BRIX/2026-27/001, and can no longer change.

Press Send: the PDF is emailed to the client and appears on their Costs tab. Resend at any time; Cancel with a reason if it was wrong — the number stays used, and a fee goes back to being due.

Open Reports. Sites: register, delivery performance, promises kept and team workload. Money: profitability, quotation pipeline, payments received, outstanding, fee register, labour and extra charges.

Clients: the client register. Vendors: vendor spend and rate comparison. Material: inward register, stock on hand, material issued to sites, purchase bills and purchase tax summary.

Filter by dates (or a quick period), site, client or vendor, then export as PDF or CSV.

Inside a site, the Reports tab opens the same reports already filtered to it, plus the combined quotation and the payment report.

Open Team → Add team member with their name, email, phone, role and a temporary password, then Create account.

On each row, change the role, press Sites to choose the sites they work on, Reset to issue a new password (shown once), or Disable to stop the login at once.

The "Who is on each site" panel shows and changes the team of every site.

Open Roles & permissions. Ready-made roles are provided: Sr. Interior Designer, Interior Designer, Jr. Interior Designer, Site Supervisor and Accountant.

Pick a role, tick or untick permissions — vendor rates, purchase cost, fees, payments, every report and more — and press Save permissions.

Use New role for your own, as a studio team role or a studio admin role, which holds everything.

Staff see only the sites they are assigned to unless their role holds "See every site in the studio".

Changes apply on the role's next click; no one has to sign out.

Give a login when adding the client, or later with Give login on their row.

If that email already belongs to a client of another studio, the existing login is linked: their password is kept and the welcome email carries none.

They then see all their sites — yours and any other studio's — in one list.

A studio or staff account can never be turned into a client login, and the other way round.

Open a site → Messages. There is one thread per site shared by your team and the client; it refreshes by itself.

Use Record a site visit to log a visit with its date, time and notes — it is posted in the thread, so the client sees it.

Use Add an activity note for something that should go on the site's record only.

Unread messages show as counts on the tab and in the bell.

Open a site → Activity log for the full trail: approvals, quotation versions, deadlines, progress, payments, pauses and edits.

Filter by Milestones, Quotations, Deadlines, Progress, Money or Project, or search.

Staff see the same log, without payment entries unless their role carries fee, payment or financial-activity permissions.

The bell sits at the top of the sidebar (and the top bar on a phone).

It groups what has arrived into Needs your action, Updates and Messages, and keeps it until you have seen it — even if it came while you were signed out.

Open an item to go straight to it, or press Mark all read.

Open Settings. Update your name and phone under Profile; your email is fixed.

Change your password under Password with your current one.

Under Studio policies, "Milestone postponement needs client approval" makes every milestone date change go to the client; "Team roles may see purchase cost" opens purchase rates to roles that have the permission.

Project licence shows your licences at a glance, with a link to Sites & billing.

Every record belongs to exactly one studio and every query is scoped to it automatically.

There is no screen, export or link that reaches another studio's clients, sites or money.

Platform staff can create and support studios but cannot open your sites, quotations, bills or financials.

Sign in and the dashboard lists the sites you can open, grouped by client.

Most roles reach only the sites they are assigned to; a site you are not on does not appear and will not open.

Roles such as Sr. Interior Designer and Accountant see every site in the studio.

Ask the studio admin if a site you work on is missing.

Open the site → Milestones & progress.

Under "Sub-tasks · internal only", add work, choose who does it and click its circle to move it from To do to In progress to Done.

Completing or editing a milestone needs the milestone permission, or the site's "Staff may manage milestones and the deadline" switch.

Open the milestone under Milestones & progress and press Post update with a note and up to 10 photos or videos.

On Messages, use Record a site visit to log a visit; it is posted in the client thread.

Use Add an activity note for anything that belongs on the record only.

Open the site → Quotations & approvals → New quotation, and add lines from the catalog or by hand.

Edit draft to keep working on it, or Revise a sent quotation to create its next version.

Sending to the client and deleting need a role allowed to update the site, such as Sr. Interior Designer; otherwise the studio admin sends it.

Open the site → Design approvals. You see the tab if your role can view design approvals.

With the manage permission, press New approval request, add the options and files, and Send to client.

Revise & resend when the client asks for changes.

Material & stock → Record inward logs a vendor's delivery into the store, with the bill attached.

On a site, Material → Send moves stock from the store to that site, and Take back returns what has not been billed yet.

Labour & charges → Add charge records labour and other costs against the site.

Open the site → Purchases → Upload bill. You see the tab if your role can view bills.

Enter the vendor, bill number, date and amount, the items with quantity and unit cost, and attach the bill.

Markup can be set only if the site's "Staff may apply a markup" is on and your role carries the markup permission; otherwise it stays at zero.

Open Catalog to add a material with its unit, rate, GST and the vendors who supply it.

Open Vendors & rates to add a supplier, if your role may manage vendors. Vendor rates are shown only if your role allows it.

Open the site → Messages and write.

Everything is kept against the site permanently. Unread counts show on the tab and in your bell.

Open the site → Activity log and filter or search.

Payment entries show only if your role carries fee, payment or financial-activity permissions, and bill entries only if you can view bills.

The bell at the top of the sidebar groups items into Needs your action, Updates and Messages.

Open one to go straight to it, or Mark all read.

Your designer gives you a login; your sign-in details arrive by email.

With one site you go straight into it. With several, you see Your sites — each with its progress, cost and what is waiting for you — and can switch at the top.

If two studios work for you, both appear in the same list.

Forgot your password? Use Forgot password on the sign-in page.

The top of the site shows its status, the target date, View on map and how many things are awaiting you.

Five figures follow: site total cost, paid so far, pending, milestones and awaiting you, with a bar showing what is paid.

The tabs are Progress, Costs, Quotations, Approvals and Messages.

Open the Progress tab. Each milestone shows as Completed, In progress, Delayed or Upcoming.

Updates, photos and video posted by the studio sit under the milestone they belong to.

Open the Quotations tab and press Download PDF to read it.

Press Approve or Reject — here or under Approvals — then Send code. A 6-digit code is emailed to you with the quotation PDF attached.

Enter the code within 15 minutes to confirm. Your decision is recorded with the date and cannot be changed afterwards.

Open Approvals. Each design request shows its pictures, files and the date the studio needs your answer by.

Where there are options, pick the one you want first.

Press Approve, Request changes or Reject. Asking for changes or rejecting needs a short reason.

Some requests ask you to confirm with a code: press Email me a code and enter it.

Your past answers are kept under Your design decisions.

Open Approvals. A Deadline change shows the new date and the studio's reason, if they gave one.

A Milestone change shows what is changing, from and to.

Material or labour charged directly to you shows what is being billed.

Approve or reject each with an email code. Either way it stays in the history.

Open the Costs tab: approved quotations, any material supplied to your site, designer fees, the site total, what you have paid and what is pending.

Payments recorded by the studio show against the total straight away.

You never see purchase bills, purchase cost, markup or vendor details.

When the studio sends an invoice, it is emailed to you as a PDF and your bell lights up.

Open the Costs tab: Invoices lists each one with its number, date and amount. Press Download for the PDF.

The invoice shows the studio's bank account and UPI ID, so you know where to pay.

Open the Messages tab and write. Site visits the studio records appear here too.

The studio sees your message in the product straight away.

The bell at the top shows new approvals, replies and progress, and keeps them until you have seen them.

You are reminded there the day before a design approval is due, and while it is overdue.

Help at the top opens short videos showing how to use the portal.