Purchase Order Reports
Sourcing furniture and decorative details is a huge part of an interior designer's job, and it’s likely you’ll be handling an array of items for many different projects at one time. A product status or tracking report can help keep track of all these items and identify any potential problems before they arise, such as lack of stock or delivery delays. These types of comprehensive reporting tools can also help you organize your items by vendor, by the room they are destined for, and by their fulfillment delivery date. But most importantly, you can organize them by their status, ensuring all POs reach the vendor, and are processed and paid for to prevent any costly delays to the project. Learn more about staying on top of purchase orders with our article on How to Make an Interior Design Purchase Order (with a free template).
If you want a regular boost of morale, take a look at your contracts to review how many new and repeat clients you are getting, and what type of project is driving your biggest wins, so you can identify your design niche. You’ll be surprised at how effective a contract report is in offering a tangible way of witnessing your business flourish and prosper. And not only can contract reports galvanize and inspire you, they can help you stay focused on the monetary value of each signed contract, giving you another boost of self-confidence that your business is succeeding. For more help on this crucial part of the business, read our Guide to Writing an Interior Design Contract.
Time & Schedule Reports
The flexibility of the role is a reason why many people become interior designers in the first, with no two days the same, however, this diverse workload can make it very difficult to track where most of your time is being spent. Time and scheduling reports can help you make strategic moves to streamline work processes, be more productive, and ultimately control the profitability of your business. These types of reports are also excellent for logging your hours spent on projects, even if it’s a flat rate fee, so you can ensure your pricing structure is accurate and you’re not spending too much time on a high maintenance client with low payback.
With time and scheduling reports, you can also integrate your own calendar and project schedules, helping you to stay on track of workflow both short and long term, allowing you to run weekly, monthly or annual reports at the drop of a hat.
Scheduling is also incredibly important when working with a business partner or other employees, so you can coordinate and manage their time, in addition to your own, to ensure projects meet set deadlines. Keep reading to enjoy our next guide on How to Track Interior Design Time & Expenses.