Design Manager

Clip items from vendor websites using the extension.

Generate a cohesive digital proposal for the client.

Capture client digital signature and deposit.

Automatically generate individual POs for 50+ vendors.

Track shipment and delivery to the receiver's warehouse.

Set up project locations in the system settings.

Apply automated tax rules based on delivery destination.

Generate tax liability reports for filing.

Reconcile tax collected with general ledger accounts.

Grant client access to the white-label portal.

Upload status photos and progress reports.

Display budget vs. actual spend in a simplified view.

Accept ACH or Credit Card payments directly via the portal.

Create a parent item for the sofa.

Add component items for fabric and trim.

Issue a PO to the fabric vendor and a separate workroom PO.

Link all costs to the final sofa item for accurate margin calculation.

Upload a photo of the receipt via mobile app.

AI extracts the vendor, amount, and tax.

Automatically code the expense to the specific project and GL account.

Approve the entry for immediate inclusion in financial reports.

Receive item notifications from the receiver.

Mark items as 'Received' in Design Manager.

Generate a 'Delivery Ticket' for the final installation day.

Verify all items are accounted for before the white-glove delivery.

Designers track hours directly in the project module.

Set different billable rates for principals vs. juniors.

Aggregate time entries into a monthly client invoice.

Review efficiency reports to see which projects are most profitable per hour.