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Should you be using project management software as an interior designer?

Blog: Monday Project Management Blog

If you’re reading this article, chances are you’re an interior designer looking to find out more about project management software and whether you should use it, right?

Well, you’ve come to the right place.

In this article, we’re going to explore why you absolutely should use project management software.

We’ll take a look at what interior design project management software is, the benefits of using it, and why is the perfect platform for managing your interior design workflow.

We know you’re busy, so let’s get straight to it.

What is interior design project management software?

Project management software for interior designers helps design teams plan, manage, and execute their projects from start to finish.

Ranging from managing vendors to tracking billable time — interior design project management software meets the needs of an interior design business.

As a result, a design manager can efficiently manage multiple projects from start to finish and keep track of project progress along the way.

Image of's design weekly tasks template

How essential is interior design project management software?

At this point, you might be questioning whether you need to use project management software as an interior designer.

The answer is no. You don’t need it, and it’s not essential.

But it’s certainly a worthwhile investment.

Why? Because as an interior designer, you’ve probably got a pretty hectic schedule:

And these are just to name a few.

But with good project management software, you can manage all of the above in the same location.

By hosting everything on the same platform, it’s a whole lot easier to keep on top of everything. And you can sleep easy knowing that nothing will fall through the cracks.

So, yes. Although project management software isn’t essential for interior designers, it certainly has its benefits.

Now let’s take a look at some of these benefits in more detail.

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What are the benefits of using project management software as an interior designer?

Let’s explore some of the ways project management software can be incredibly useful for interior design teams.

1. Manage vendors, contractors, and clients

As an interior designer, you’re juggling a lot of people.

From the vendors you use to source materials to the contractors who are doing the heavy lifting, managing all these people can be pretty overwhelming.

But using project management software makes it easier to manage all of your vendors and contractors.

You can store all of their contact information on the platform and even invite them to collaborate with you on certain projects. That way, everyone involved in the project is in the loop, and you don’t have to worry about constantly reaching out to them for updates.

All you have to do is check the project management platform, and you can see how things are progressing.

Image of's general contractor solution template

And when it comes to managing clients, project management software really shows its value.  

With the right platform, you can keep track of client relationships and make sure that you’re providing clients with the service they need. This keeps your customers happy and makes your life easier, too.

Image of's customer onboarding template

2. Create real-time purchase sheets

When you’re working with a client, you need to provide them with a breakdown of costs for materials.

Creating a purchase sheet is the perfect way to do this. It outlines everything you plan to buy for the project and the cost for each item.

So how can interior design project management software help with this process?

Well, with project management software, you can create a shareable purchase sheet that you can update in real-time.

This allows your clients to see how much of their budget you’ve used and what you’ve bought. It also allows them to track progress without asking you for updates, which we all know can be a time-consuming task.

Using a project management platform also allows you to make quick changes to the purchase sheet.

Let’s say the client’s budget changes. You’ve got to work with 75% of the budget you were promised, which means you need to update the purchase sheet to reflect this.

With project management software, this is a painless task. You can change everything quickly, and you can easily see what you need to change to suit your new budget.

3. Track and bill your time

In addition to material costs, you also need to provide clients with how much they need to pay you for your service.

Some interior designers opt to use a flat rate, which is fine. But it does mean that sometimes your profit margin might not be so high. Or worse, you might not even break even.

Tracking your time allows you to provide clients with an accurate cost and makes sure your service is profitable.

Having said that, we do get it. The thought of tracking your time is tedious and off-putting.

With interior design project management software, time-tracking doesn’t have to be such an arduous task.

It allows you to efficiently keep track of your time without much effort at all.

All you have to do is start your timer when you begin working and stop it when the work is done. It’s that simple.

And if you forget to start the timer — don’t worry, it happens to the best of us — you can add your time manually instead.

As a result, you can keep track of your billable hours and accurately invoice your clients at the end of the project.

Image of's time tracking column, which includes the ability to add sessions manually

4. Manage your inventory

We know that not all interior designers need inventory management. So if this isn’t something you think you need, feel free to skip ahead.

If you use inventory management, keep reading.

Inventory management is on the ‘least exciting’ end of the interior design spectrum, but it’s important nonetheless.

Put simply, inventory management allows interior designers to track and manage their inventory.

Ranging from homeware and bathroom supplies to paints and decorative items, inventory can vary from business to business.

So how can project management software help your interior design firm better manage inventory?

Let’s take a look at some of the main reasons.

But using project management software allows you to monitor your inventory in real-time. As a result, you know what’s available and what you might need to source for a client.

Inventory management with interior design PM software is usually done with the help of QR codes:

Image of's QR code for inventory management
Image of inventory management automation
Image of's inventory tracking template on desktop and mobile

5. Collaborate with your team

So how can project management software improve collaboration for interior design teams?

Good question. There are a few reasons we can think of:

Whether that’s a kitchen floor plan or a SketchUp design for a new project, using a platform to share these files makes it easier for everyone to access them and work together on bringing them to life.

Image of's notifications to users when they're tagged in a comment or message

So if you have a team-wide update you’d like to share, you can simply post a single update. It beats contacting everyone individually, don’t you think?

Image of user preparing to provide an update to everyone on their board

With all these features, interior design project management allows you to collaborate with your team better.

Whether that’s assigning tasks to an internal studio designer or sending an update to an external contractor — with the right software in place, collaboration can be much more efficient.

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Should you use for interior design projects?

We know what you’re thinking: isn’t interior design project management software.

And you’re right. It’s so much more. is a complete Work OS that enables you to create the ideal interior design project management software for your needs.

We have all the features an interior designer needs. And you have the freedom to put together those building blocks in whichever way works best for you.

With our work management platform, you have everything you need to effectively plan, manage, and execute your interior design projects.

So let’s take a look at some of the features that make us the perfect project management software for interior designers.

1. Customize your projects

We want you to create a workflow that’s perfect for your interior design team.

And that’s why is fully customizable.

You can choose how you view your project, which columns to add, and even customize our pre-made templates. You can also create automations to streamline your projects.

Image of's views center

This level of flexibility makes the perfect platform for the complicated and intricate design projects you’re working on.

2. Easy-to-use interface

With so many moving parts to an interior design project, we know that you want a platform that’s simple to use.

Well, you’re in luck.

Not only does have a visually appealing interface, but it’s also pretty straightforward to navigate.

So no need to worry about spending hours training everyone in your team how to use it. Simply get everyone to join your account, and let them get to work.

Image of design weekly tasks as a Gantt chart

If you find yourself needing a helping hand, you can check out our support page or get in touch with the team. We’re here 24/7.

3. Easily create reports

Whether you need to review your budget vs. actual spending or the time it takes to complete your projects, has all the reporting features an interior designer needs.

We offer basic and advanced reporting features that allow you to create custom reports based on the information you’d like to see.

And if you need to show information to clients, you can also create dashboards. These are a great way to show your clients the most important information on one screen.

Example of's dashboard

4. Invite external users

As an interior designer, you need to be able to collaborate with external parties.

Vendors, suppliers, and contractors will all be working alongside you, so you need to collaborate efficiently, or things could get difficult.

But don’t worry. We’ve got a solution. allows you to invite external users to your platform.

All you have to do is create a shareable board and invite the user to join. As a result, your design team can work with external parties from one central location, making collaboration a whole lot easier.

Image of user creating a shareable board on

5. Manage your workflow from start to finish

As a Work OS, we provide teams with the tools they need to create an efficient and streamlined workflow from start to finish.

But don’t just take our word for it.

Playtech increased efficiency in their workflow by 26% from using

Image of statistic that shows how helped Playtech achieve a 26% increase in efficiency

And it’s no different for interior designers.

From sourcing your clients and purchasing materials to working with suppliers and bringing your vision to life, you can create a workflow that’s perfectly suited to what you need.

Project management software keeps you on track

To answer our original question, yes.

You should use project management software as an interior designer.

We know that interior designers have a lot on their plate. But using a project management software solution can help you organize your time, keep track of your project status, and provide a better service to your clients.

If you want to give it a go, take a look at’s design weekly tasks template. It’s ready to use, so you don’t have to worry about setting it up. Just sign up and get started.

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