1. Interior Design PM
  2. Get started
Get started

Get Interior Design PM running in four steps.

Start with one client site and a room design decision.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Interior Design PM. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Interior Design PM in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Download Proto and describe your studio organization, the first client project and the people who own delivery and review.

Prepare the first operating cycle

Pilot one client site, one room package and its task lines. Add a current room revision and supporting design files. Agree who may submit the room for review and who makes the independent decision.

  • Bring project codes, client contacts and addresses.
  • Identify package owners, due dates and budgeted hours.
  • Gather task effort and room evidence for the pilot.
  • Name the Reviewer and the Operations Lead who follows exceptions.

Review before release

Take the package from planning to a room decision and delivery review. Check that a returned revision retains its reason and an accepted package retains the current decision. Follow an overdue task and a failed operation to their parent package. Confirm each role’s access and the source of any connected client or purchasing acknowledgement.

Read the implementation plan and pricing.

Set up Interior Design PM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started