FeaturesWorking with the client
Revision rounds for interior design projects
Design revisions tend to scatter: one comment by e-mail, another in a chat, a third at a meeting. In Projado, revisions happen in rounds. In each round the client receives a complete set of materials and answers once, with a single piece of feedback.
What a round is
A round begins when you share materials with the client at a stage of the project, layout options for example, or concept visualisations. The client views them in the portal, adds comments, and ends with one of two things: sending feedback with their comments, or approving the materials.
Feedback on a round is sent once, on behalf of everyone who uses the client's link. Before sending, the client sees a summary of their comments and is told they will not be able to change them afterwards.
When you show several options, the client marks the one they prefer. On approving, they see which option they are approving.
A round is closed
Once feedback has been sent, the round stays as it was. You share the revised materials as the next round, and the previous one remains in the project together with the client's feedback.
Materials that did not change are carried into the new round, so the client sees the complete set again and not only the revisions.
Weeks later it is still clear what the client saw, what they wrote and what they approved. The files and room names in a round you shared do not change, even if you later change them in the project.
Comments, replies and tasks
You reply to each of the client's comments in its thread and mark it resolved. You can turn a comment into a task in the project's planner, so the change is not lost.
On your side every round has a number, so you know which round of revisions a stage has reached.
Revision rounds included, and the round counter
On a stage where the client reviews materials, you can enter how many revision rounds are included: as many as you agreed with the client, in a contract, an offer or by e-mail. You can leave the field empty, and change it at any time.
From the first revision on, the stage shows a counter, for example "Revision round 2 of 3". The first set of materials you share is not a revision, so it is not counted. Past the agreed number the counter reads "beyond what was agreed". When the client sends feedback on the last included round, you are told that the next one is extra, before you start work on it.
A round beyond what was agreed can be marked "Paid extra" or "Free, beyond what was agreed", with a note. The mark is for the studio only and holds no amounts.
The counter only informs. The software blocks nothing and charges nothing: you can always share another round, and settling it stays between you and your client. The client sees neither the number nor the counter.
Deadlines and approval
You can give a round a date by which feedback is due. The client sees it in the portal, and you see it in the planner and the calendar.
If you e-mail the client about the new materials when you share the round, the software also sends them one reminder of that date: in the last 24 hours before it, once per round, and only if no feedback has arrived. No reminder is sent when the round was shared less than 48 hours before the date.
Approval completes the stage. If the client approved the materials at a meeting or over the phone, you record the approval on their behalf. If you add new materials after approval, the stage reopens and the earlier approval stays in the history.
In a round you can also let the client book a consultation in the slots you set, to talk the comments through at a meeting.
The sign-off certificate
Every approval has a sign-off certificate, recorded at the moment of approval. You open it in the project and download it as a PDF. The client can read it through their link.
The certificate states the studio's name, the project, the stage and the round number, the date of approval, the approved materials with each file's version and checksum, the chosen option, and the client's feedback and resolved comment threads, round by round. It also says who recorded the approval: the client through their link, with the name they gave at that moment, or a member of the studio's team on the client's behalf.
Later changes in the project do not change the certificate. Projado does not verify the identity of the person approving, and the certificate says so. It is a record of what happened in the software, not legal advice: what it means under your contract or in a dispute is a question for a lawyer.
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Questions and answers
Does Projado set a revision limit?
No. The software does not impose a number of rounds and never blocks one. How many revisions your fee includes is agreed between you and your client in your contract. You can enter that number on the stage, to see when a round goes beyond what was agreed.
Does the client see the round counter?
No. The number of included rounds, the counter and the marks on rounds are visible to the studio only.
Does the software charge for an extra round?
No. The software does not invoice or take payment from your clients. It shows that a round is beyond what was agreed, and lets you record whether it was paid extra.
Can the client change feedback after sending it?
No. Feedback on a round is sent once. If something needs adding, the client replies in the threads under their comments, and you can share another round.
What if the client does not answer?
The round waits. No answer is not approval. If you share newer materials in the meantime, they replace the earlier ones and the client reviews only the new set.
Which stages have rounds?
The stages where you show the client materials to review, such as space planning and concept design.