Studio operations. The work, the orders and the money.
Behind every portal is the record your team works from: one place for proposals, orders, invoices, time, agreements and the week ahead, with roles for owners, designers and bookkeepers.
Today. What needs you, first.
The day opens on four figures, a short list of what needs you with the action beside each, and where every project stands.
Thursday
Good morning, Rosa. Four things need you.
Needs you 4
Invoice 2031 viewed four times, unpaid
The Whitfields · $18,500 · due FridayRobert Whitfield approved the dining chairs
Ashland Park · 6 pieces ready to orderDana Ellis asked about the Calacatta slab
Chevy Chase Kitchen · 12 min agoProposal P-1042 opened a third time
Meridian Wealth · 6 min reading · undecided 5 daysToday Thu
In motion 7 projects
Ashland Park Residence
Procurement · delivery WedChevy Chase Kitchen
Design developmentMeridian Wealth Offices
Installation · lobby TuesdayHartland Foyer Refresh
Concept board outEverything a project touches. Entered once.
Each item follows itself through the project: proposed, approved, ordered, received, invoiced, paid.
- ProposalsLine items with your cost, markup and the client’s price. Sent for approval, frozen and fingerprinted when sent, and the deposit invoice is made on acceptance.
- Procurement and purchase ordersApproved items become orders grouped by supplier, numbered when sent and received line by line. Expected dates reach the client in plain stages.
- Invoicing and paymentsFees, deposits, milestones, retainers, time and reimbursables, numbered on issue. Card and bank payments land in your own Stripe account; reminders go out on your schedule.
- Time and expensesHours against a project and phase, billable or not, and expenses with receipts, invoiced in one click.
- AgreementsA versioned library of your contracts and disclosures, merged per client, signed typed or drawn, countersigned if you like, with a signature record.
- CalendarConsultations, site visits and installs, with a feed your own calendar subscribes to.
- TasksWhat each person owes this week, on a project or on its own, with what’s overdue at the top.
- Inbox and messagesOne conversation per project, studio-only notes, and an inbox that puts unanswered clients first.
Your margin stays yours. Clients see their price.
Cost, supplier, markup and freight live on the studio’s side. Proposals, invoices and the portal show the client’s price, never the margin.
Lounge chairs, pair
Client price $6,480 · approve with 50% deposit
Living room, 50% deposit
$3,240.00
Roles. Each person sees their part.
- Owner
- Everything, including billing and where client payments are paid out.
- Admin
- Everything except the payout account: team, settings, branding, agreements.
- Designer
- Clients, projects, proposals and the portal; sees the money, doesn’t change it.
- Bookkeeper
- Invoices, payments, purchase orders and expenses.
Give your clients a portal worth opening. Join early access.
Dovelumen is opening to a small number of practices first. Tell us about yours and we’ll be in touch.