PROFESSIONAL SERVICES · IN PROGRESS

Contracts, intake and invoicing for a residential design studio.

Context

A design studio running on PDFs, email and a desktop folder for every job. Agreements were edited by hand, and invoices were made in a design tool.

The constraint

One person running the business today, with more people later. A tight budget, and no lock-in to software the studio doesn't like.

What we built so far

  • A design agreement with locked fields that clients sign online.
  • An invoice register in a shared spreadsheet, ready for automation.

Next

  • A client information form that captures a new job once.
  • Invoices created from the register and sent automatically.
  • A searchable library of past designs for the iPad.

Stack

e-signature platform · Google Workspace · n8n

Start with an audit.