Cayen Home — Design Board
Add a project, or move one to a new stage
Use this to
put a project on the board
, or to
move a project you already added to its next stage
. Fill in what you know. A red star means the answer is needed. When you finish, press the black button once.
1. Client name
★
The client this work is for.
2. Room or place
★
Where in the home. This keeps two jobs for the same client apart.
3. What is it?
★
The piece. Pick from the list, or type your own.
Curtains
Shades
Upholstery
Reupholstery
Custom Pillows
Cornice
Lampshade
Case Goods
Accessories
Bed Cover
Bed Skirt
Window treatments
Rugs
Lighting
Bedding
4. What stage is it at right now?
★
Pick where the work stands today.
Choose a stage…
Spec — being written up, no quote sent yet
Estimate — waiting on a vendor quote
Approved — client said yes, not ordered yet
Ordered — the order is placed
Production — being made
Ready — made, waiting to install or deliver
Complete — done and delivered
5. Who is doing the work?
★
The person responsible for the work. Eddie, Marys, Soraya, or Flavia.
6. Whale job — who does the client hear from?
Leave blank for normal jobs. Fill this in only when a staffer does the work but the client hears from the principal. That person becomes “the face,” and the board marks it as a personal client.
7. When did something last happen on it?
Leave as today if you are not sure.
8. Estimate total, if you know it
Dollars. You can leave this blank.
9. A short note (optional)
Anything worth seeing at a glance on the board. You can leave this blank.
Add this to the board
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