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Project stages held by roles, with checks

Every home moves from Site Measurement to Handed Over through stages, each held by a role such as the designer or the site supervisor. A project leaves a stage only when its check passes, for example the measurement sheet approved or every cut list made. The client reads in their app what each stage means.

PLANSEvery plan

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Why it matters

In an interiors job the costly mistakes happen between stages. Production starts before the client approved the design, or carpenters reach site before the marking was checked. Or the job is called handed over with snags still open. Studio tools keep a project status that anyone can change. In SmartMy Interiors each stage checks the real work before the job moves. It checks the approved measurement sheet, the approved 3D design, the signed drawings, the cut lists made, the work plan done and the handover signed. A due payment can hold the job too. The only way past a failed check is an approval with a reason, kept in the stage history.

The problem it solves

The factory starts cutting before the client signed off the design, and the changes come later at your cost.
Nobody can say which jobs are stuck at measurement or production, or who is holding them.
A job is called finished with snags open and the handover not signed.
When a stage is skipped to meet a date, there is no record of who allowed it.

How it works

Eight stages come ready: Site Measurement, Design Closure, Production Design, Pre-production, Production, Onsite Works, Closure and Handed Over. Each has a role that holds it and a target in days.
When a project enters a stage, the holder is picked from the team or by your assignment rules, and told it is theirs.
When the work is done, press Next Stage. The stage's check runs, the roles the next stage needs are filled, and any due payment that stops the job is looked at.
If something is missing, the project stays and the message names it. For example "Not measured yet: Kitchen, Master Bedroom" or "Not made yet" with the cut list.
A manager can press Ask to Move On and write why. The request goes through your Stage Override approval chain; once approved, the project moves and the history says so.
Entering a stage posts "Now: <stage>" on the project feed for your team and the client. The Client app shows the stage with your description of it.

Everything it does

The starter stages and their checks

Site Measurement (held by Site Measurement, 7 days): an approved measurement sheet covers every room of the project
Design Closure (Designer, 21 days): a 3D design version approved or locked, or every room with an approved concept round
Production Design (Designer, 10 days): every drawing of the project approved by the client
Pre-production (Project Manager, 7 days): the Site Marking key event done and its follow-ups ticked
Production (Factory / Production, 25 days): every cut list of the project made, by your factory or a vendor
Onsite Works (Site Supervisor, 30 days): every activity of the work plan done
Closure (Project Manager, 7 days): no open snag and the handover signed off by the client
Handed Over (Client Relationship): the last stage

Other checks

Every needed role has a person
Its key events are done (or cancelled)
A check runs only when the feature that knows it is installed; until then it does not stop the job
Payments marked Stops Moving On: once due and not received, Next Stage names the payment

A stage

Name, order, Held By (Role), roles it needs, its checks, Target Days, Can Be Passed by Approval (on to start with), Last Stage
A description the client reads in the Client app, such as "Your furniture is being made in the factory"
The feed message and who is told (our team and the client to start with)
Stages for every entity or for one; rename, add, reorder or archive them

Holders and assignment

Roles are data: Sales Person, Designer, 3D Designer, Project Manager, Site Supervisor, QC, Factory / Production, Client Relationship and more
Assignment rules by role, stage, city and project value range
How to choose: Take Turns or Fewest Open Projects; the first rule that fits is used

Late, history and overrides

A project past its target days is marked late (checked every hour); the holder and the project manager are told once
Filters Late in Stage and Stage on the project list
Stage History: in, out, days held, holder, target, late, moved by, passed by approval
Where Jobs Wait (managers): projects by stage and holder
Stage Overrides: draft, waiting for approval, approved or rejected, with what was not met and why

Who uses it

Project managerHolds Pre-production and Closure, presses Next Stage and asks to move on with a reason.

Designer and site supervisorHold their stages, get told when a job is theirs and when it is late.

Owner or operations headWatches Where Jobs Wait and late jobs, and approves overrides.

Interiors AdministratorSets up stages, checks, target days and assignment rules.

HomeownerSees the stage and what it means in the Client app, and a post on the feed when it changes.

Where you use it

Web: the project (Next Stage, Ask to Move On, Stage History), Interiors > Projects > Projects > Projects > Where Jobs Wait and Stage Overrides
Configuration: Interiors > Projects > Configuration > Projects > Stages, Stage Checks, Assignment Rules
The SmartMy Interiors app: each project's stage, who holds it, since when and whether it is late
The SmartMy Interiors Client app: the stage and its description
The apps are built and in testing, not in the app stores yet
Not in the apps: moving a stage is done on the web

What you control

Settings

Stages, their order, holder role, target days and checks
Can Be Passed by Approval per stage: on to start with
The client's description of each stage and the feed message
Assignment rules: Take Turns or Fewest Open Projects
The Stage Override approval chain: an Interiors Manager to start with

Approvals

Stage Override: a project manager (Interiors Manager) approves to start with; add levels to the chain if you want

Notifications

Project Stage Is Yours: to the person who holds the new stage, in the app and by email
Project Late in a Stage: to the holder and the project manager, in the app and by email
Project Update: the stage post on the feed, to the client by email, WhatsApp and in the app, with their link
Sent at once, at any hour: these are work messages, so quiet hours do not hold them back

Questions

Can we use our own stages?

Yes. Rename, add, reorder or archive stages, change the holder role and the target days, and choose which checks each stage carries.

What if we do not use the 3D designer or cut lists?

A check runs only when its feature is installed. Without cut lists the Production check does not stop the job. You can also take a check off a stage.

Can a site supervisor skip a check to meet a date?

No. Only a manager can ask to move on, and the request goes through the Stage Override approval. You can also make a stage strict so it cannot be passed at all.

Does the client see our internal stages?

The client sees the stage name and the description you write for it, not the checks or who holds it.

Which plan has it?

Every plan, Starter included.

Related features

PROJECTSPayment plans that stop the job until paidGive each project a payment plan, such as the ready 10 / 50 / 35 / 5. Milestones fall due when a stage starts: the client is asked for 50 % as production begins. The job does not move on until that money is in. Payments Due shows what every client owes.PROJECTSProject feed and key eventsOne feed per project where updates, the daily work log, payments and stage changes land, each marked with who may see it. Key events such as the design presentation, site marking, installation and handover carry their own readiness checks. They also carry invitations the client answers from a link, reminders and follow-ups.MEASURE AND MAKESite measurement by room, wall and openingYour measurement team records every room in mm: walls, ceiling height, doors, windows, beams and service points, with photos. They work on the web or in the Site app, also without signal. A manager approves the sheet, and its rooms go straight into the 3D design.PROJECTSSnags, handover sign-off and client billingEvery snag is logged with a photo before and closed only with a photo after. The homeowner signs the handover off on a page with the items, warranties, care guides and keys. It goes only once snags are closed and cleaning and QC are done. The last client bill falls due as the job enters Closure.ACROSS SMARTMY INTERIORSApproval chainsFee bills, measurements, stage overrides, subcontract work, expenses, budgets and client choices go to the right people in order, set up without code. Every decision is kept with who made it, when and why.PROJECTSDashboards: Sales, Design, ProjectsThree ready dashboards open first in Interiors. Sales and Design are for the whole team, and Projects is for managers. Every number counts only what the viewer may open, and a click shows the records behind it.

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