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Houzz Pro Guide for Interior Design Students

Learning How to Use Interior Design Business and Client Management Software 

Houzz Pro

Technology is woven into every industry today and the interior design field is no different. Knowing how to adeptly navigate tech tools at the start of your interior design career will give you an advantage as you establish your place in the industry and manage and grow a business. 

Savvy interior designers, including those you admire today, likely already have business and client management software in their playbook. It is becoming the industry standard for creating fast and winning proposals, managing design projects, efficiently handling the details of running a business and delivering an outstanding client experience.  

In this guide, you will learn about one of these tech tools, Houzz Pro, an all-in-one business tool used by more than 3 million design and build professionals. This guide focuses on the Houzz Pro business management software customized specifically for the needs of interior designers along every step of their workflow from finding clients to managing design projects from start to finish. It is all-inclusive and user-friendly software that is also mobile-ready so your work can be done anywhere.

An 8-step design process & the Houzz Pro tools tailored to make each easier and more efficient

At first glance, it can seem daunting to create a workflow that is smooth, efficient and fits your working style. But taking the time to map out your design process pays off in the long run, helping you stay organized, prioritize your work and make better decisions. Establishing a designer workflow will build credibility with the clients who will soon be knocking on your door, and also saves energy you can devote to work-life balance as you get busier growing your career. Here, we break down a typical design workflow into eight steps and illustrate how tech tools simplify and speed up each one. 

Step 1: Marketing & Attracting Clients 

Spreading the word about what you do is the first step for both designers who are starting out and for more seasoned designers growing their business. A premium profile on Houzz Pro helps take the guesswork out of modern-day marketing. When renovating homeowners search Houzz for design services in your local area, they will see at a glance examples of your successful work with photographs of projects along with reviews from past clients. Pros make a great first impression on prospective customers with a custom highlight video showcasing the services they offer, past project photos and featured reviews from happy clients. Houzz Pro website services can help you launch your own custom website which is SEO optimized to generate quality leads and land the type projects you really want. With the Houzz Pro email marketing tool, you can easily engage with leads, stay in touch with clients and get repeat business using professionally designed templates to send out newsletters, updates and other communications.

Step 2: Track & Manage Leads 

Houzz Pro includes a lead management tool to centralize all client communication during the pre-sale process. Leads generated through a designer’s profile or Houzz website are automatically sent to their CRM. You can then add all other leads, no matter where they come from, by uploading a spreadsheet or importing them from an email inbox. Using this tool helps you stay on top of their communications with potential clients. The gmail extension makes it easy to create leads directly from email in Houzz Pro.

Step 3:  That All-Important First Consultation

First impressions count, so it is worth ensuring that your first meeting or consultation with a prospective client is professional and easy to set up. Houzz Pro enables you to book meetings directly through the software syncing your calendar and sharing availability with your client. Once your client picks a timeslot, both parties automatically receive meeting confirmation emails and a meeting invitation for their calendar. You can also generate a personalized booking link to share with clients, so they can view your availability and select a time to meet. Once you meet, easily keep track of what was discussed by adding notes to any specific lead or client directly in Houzz Pro.

Step 4: Concept Development & Presentation

Room Plans

Conveying your design vision for a project is easier when you can organize all your ideas in one place using the Houzz Pro Room Planner. The tool gives you a highly-visual, collaborative workspace where you can create, discuss and share multiple design concepts internally with your team and externally with your clients. Houzz Pro Mood Boards let you and your soon-to-be client see and understand the overall goal of your project through images, text and other visual components. You can pull in the Mood Boards, and source products without leaving the Room Plan. Clients can provide instant feedback, signing off on your suggested products and plans. And because products you add to your Mood Boards are available in the project tracker, you can easily turn them into purchase orders and proposals when the time comes.

Measure Rooms & Create 2D and 3D Floor Plans

A virtual floor plan is an effective way to help clients envision how you imagine their project. The 3D (and 2D) Floor Planner lets you whip up floor plans in minutes, not hours. You can quickly measure any room on the Houzz Pro app to build the base of your floor plan or design the floor plan on your desktop. Then, use the Augmented Reality Life-Sized Walkthrough feature on your mobile device to see designs come to life against the backdrop of a client’s current space.

Create Proposals

Creating proposals is quick and easy with Houzz Pro’s proposal templates and tools. You can create beautiful proposals that look professional, feature your branding and can be sent digitally to clients to review and approve, including digital signature capabilities.

When you use one of the proposal templates or customize your own, you can reuse them again and again, saving you time and the frustration of having to deal with spreadsheets or starting from scratch with every new proposal. Here’s how easy it is to create and send beautifully branded proposals including product images in minutes. With the Clipper Tool, you can skip the copy and pasting when it comes to incorporating photos of products and the details. Pull products from anywhere on the web to add to your product library, then bring them, with just a few clicks, to proposals, Mood Boards and more.

Step 5: Approval  

It is an exciting moment when a customer says “yes” to your proposal. Houzz Pro’s e-signature and approvals feature lets clients view, approve and sign proposals directly from their mobile devices. Designers can also customize the approval options and give clients the ability to approve each line item separately or approve the proposal as a whole. This saves time, cutting down on back and forths during the approval stage of your workflow. 

Step 6: Payments & Purchasing


Getting paid equitably and on time for your professional interior design services is a key to running a profitable business, and Houzz Pro gives you tools to make invoicing, billing and collecting payments seamless.

Sending an invoice for payment is simple: You can take deposits as well as provide the convenience of paying online for every stage of the project. Build a payment schedule, and send automatic payment requests and invoices. Setting up the Quickbooks Integration makes accounting flow seamlessly. 

Purchase Orders

Many designers create purchase orders (POs) when they start to buy products and materials for a project. With the Houzz Pro Purchase Order System, you can see how much was spent per project, vendor, time frame and more, in one place. Purchase orders can also be sent to vendors and paid directly if necessary. 

Step 7: Execution

Project Tracker

Once you convert a lead into a project, easily manage and track your entire project in Houzz Pro. This tool helps you stay organized with clients and your team and manage every moving piece of the project. All client communications are centralized, and there’s a digital paper trail for decisions that get made. Here are some of our pros’ favorite project management features: 

  • Create to-do lists for each project and assign tasks to relevant team members. Manage the progress and status of every action item on the Tasks Overview page.
  • Create and share timelines that keep all your project phases and dates in chronological order.
  • Share a branded custom dashboard with your clients, and create daily logs that track  progress.  

Time and Expense Tracking

When you’re ready to start working, Houzz Pro can help you seamlessly log your time and expenses for each project. With features like the stopwatch tool, you can easily track time, even when you spend your day working across multiple projects, clients and activities. When you’re ready, you can generate a Time Billing Report where all of your time will be documented, organized and ready to convert into invoices that you can send your client for payment. 

Furniture, Fixtures & Equipment 

A big part of the installation and overall completion of the project will be the furniture, fixtures and equipment (FFE), which you can manage on Houzz Pro with the project tracker. Whether it's tracking products,or scheduling expected furniture delivery, Houzz Pro can help you each step of the way.  

Step 8: Evaluation

Managing Business Financials

With Houzz Pro you can generate clear, accurate reports in just a few clicks.  Professionals can see exactly how much money is coming in and out of their business. Sort by date range, project, payment method or vendor, and easily export all billable hours logged per project or per team member.

Solicit Client Reviews 

Positive client feedback can help boost a business’ credibility and lead to more clients and opportunities. Houzz Pro provides one-stop shopping for requesting, managing and promoting reviews. Using templates to streamline review requests means you don’t have to start from scratch every time you seek a review. Integration tools simplify sending those requests - and all those rave reviews you will soon be receiving -  to contacts. Reviews automatically appear on your Houzz profile and your Houzz-built website.

Many online buyers consider visual materials i.e. photographs to be one of the deciding factors when making web purchases, therefore professional-looking visuals of your completed projects are key for attracting future clients. The Houzz Pro Perfect Capture program connects designers to professional photographers in their area and helps them schedule photo shoots so your amazing interior design work can shine and work on your behalf.

Mobile App

Yes. Houzz Pro is mobile. You can message clients and access your entire communication history wherever you are working. Good communication builds trust and will ultimately help you succeed in the design business.  

Practice Makes Perfect

Now it is time to practice what you’ve learned. Try Houzz Pro by registering for free one-year student access on the Houzz Pro for Students page. Also, learn more about features mentioned above by watching these video tutorials.

Case Studies

Review the following case studies to learn how these designers use technology in their business to amplify their success.

Using the technology of Houzz Pro from the start helped Kirby Foster Hurd transition from her corporate job to pursue a career in interior design. In just four years she made Kirby Home Designs a successful design firm specializing in residential design. Access the case study here.

TaVangelia Wren, owner and founder of the award winning firm, TV Interiors. and one of the youngest designers in Las Vegas explains how cultural authenticity is finally increasingly becoming the norm in the design world. Access the case study here.

Bicoastal Interior Designer John McClain explains why finding the right workflow management system was crucial to his business success and details how Houzz Pro all-in-one interior design software helps him with project management, sourcing, marketing and other key functions. Access the case study here.

Follow Industry Trends 

To stay on top of the latest interior design industry trends, Houzz Pro developments, and case studies, follow Houzz Pro on Instagram, LinkedIn, Twitter and Facebook, and bookmark the Houzz Pro Learn Page.


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