Operator

Client

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Client Info From intake — editable

First Name

Last Name

Phone

Address

Designer

Room Type

Budget

Timeline

Style & Sourcing From intake — editable

Style Tags

Sourcing Approach

Needs Art?

Goals

Items Keeping

Style Notes (from client)

Inspiration Links

Additional Notes (from client)

Client Uploads From intake — photos & videos

Photos & videos of space

Inspiration images

Designer Notes Added by designer

Measurements

What We're Sourcing

Samples Needed?

Art Needed?

Style & Product Notes Added by designer

Designer Style Notes

Product Links

Designer Notes

Designer Uploads Site visit photos, video walkthroughs, voice memos

Photos from site visit / reference images

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Video walkthroughs

+ Drop videos here or

Voice memos

0:00 or Upload audio file

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