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Free templates for interior designers A free FF&E schedule that flags late orders.

An Excel schedule written for UK practice: GBP, VAT and supplier currencies, and the last day you can order on every line.

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Two files, ready to fill in.

Each one opens with a How to use sheet. Shaded cells calculate and are locked; white cells are for typing.

  1. Procurement · Excel

    FF&E schedule template

    One line per item. Give each line a lead time and an install date and the sheet works out the last day you can order it, how many days are left, and whether it is OK, at risk, late or blocked.

    Sheets
    How to use, Schedule, Rooms, Suppliers, Lists
    Columns
    • Ref, room, item, finish, supplier and SKU
    • Qty, unit cost, currency and cost in GBP
    • Line total and VAT rate
    • Lead time, install date and buffers
    • Order-by date, days left and risk
    • Status, client approval and PO number
    Who it is for
    Studios running FF&E in a spreadsheet who want order-by dates and a risk flag on every line, before (or instead of) moving to software.
    Download (Excel).xlsx · 59 KB

    How to use it, and every column

  2. Procurement · Excel

    Purchase order template

    A printable A4 purchase order. One file per order: fill it in, save it as a PDF named with the PO number, and send it to the supplier.

    Sheets
    How to use, Purchase order, Lists
    Fields
    • PO number, date, currency and quote ref
    • Your details, the supplier and delivery address
    • Twelve lines with finish, ref, qty and price
    • VAT per line, subtotal, VAT and total
    • A box for the confirmed lead time
    • Placeholder terms and signatures
    Who it is for
    Studios that order FF&E by email and want every supplier to receive the same complete order, in the supplier's own currency.
    Download (Excel).xlsx · 13 KB

    How to use it, and every field

Still being written

Five more documents, in the order a job needs them.

None of these is ready to download yet. Leave your email and we will send each one the day it is finished.

You will hear about all five, one email each. Narrow it from the list below.

  1. Contracts

    Letter of agreement

    The UK engagement letter: scope, fee basis, procurement terms, variations, and what happens when the client changes their mind in week nine.

    In TechstylesSigned, a proposal becomes the project, with client, scope, fee and phases carried across. CRM and proposals

    Letter of agreementSections

    1. Services, stage by stage
    2. Fee basis and stage payments
    3. Procurement: deposits, trade terms and mark-up
    4. Variations and additional services
    5. Copyright in the design
    6. Termination and consumer cancellation rights
    What it contains 6
    1. Services, stage by stage
    2. Fee basis and stage payments
    3. Procurement: deposits, trade terms and mark-up
    4. Variations and additional services
    5. Copyright in the design
    6. Termination and consumer cancellation rights
  2. Proposals

    Design proposal

    Scope by stage, what is and is not included, the fee, and the part most proposals leave out: what you need from the client, and when.

    In TechstylesPriced by phase and sent as a PDF in GBP with VAT. Won, it becomes the project without retyping. CRM and proposals

    Design proposalSections

    1. The brief, as we understand it
    2. Scope and deliverables, stage by stage
    3. Exclusions, written plainly
    4. Fee and payment schedule
    5. Programme
    6. What we need from you, and when
    What it contains 6
    1. The brief, as we understand it
    2. Scope and deliverables, stage by stage
    3. Exclusions, written plainly
    4. Fee and payment schedule
    5. Programme
    6. What we need from you, and when
  3. Planning

    Project brief

    Requirements, budget, programme and style captured once, in a shape you can hand to a contractor without rewriting it.

    In TechstylesPhases, tasks and drawings on one record, counted back from the install date you set. Project management

    Project briefSections

    1. The property, access and parking
    2. Rooms and how each is used
    3. Budget by room
    4. Fixed dates: the install, the move-in
    5. Existing pieces to keep
    6. Consents: listed building, freeholder or landlord
    What it contains 6
    1. The property, access and parking
    2. Rooms and how each is used
    3. Budget by room
    4. Fixed dates: the install, the move-in
    5. Existing pieces to keep
    6. Consents: listed building, freeholder or landlord
  4. Discovery

    Client questionnaire

    The questions that surface how a household actually lives, asked before the first meeting so the meeting is about design.

    In TechstylesThere is no questionnaire builder. The enquiry it starts from lands in the CRM with its source and an owner. CRM

    Client questionnaireSections

    1. Household and routine
    2. How each room is used
    3. Children, pets and wear
    4. References, and what they dislike
    5. The budget conversation
    6. Who makes the decisions
    What it contains 6
    1. Household and routine
    2. How each room is used
    3. Children, pets and wear
    4. References, and what they dislike
    5. The budget conversation
    6. Who makes the decisions
  5. Finance

    VAT invoice

    A UK invoice for design fees and procurement, with everything HMRC expects on a full VAT invoice, laid out to reconcile against a purchase order.

    In TechstylesRaised from the approved estimate with VAT on the line, and synced both ways with Xero. Invoicing and Xero

    VAT invoiceSections

    1. Sequential number, date and time of supply
    2. Your VAT number; both names and addresses
    3. Each line: quantity, price excl. VAT, VAT rate
    4. Design fees and goods kept apart
    5. Totals: net, VAT and amount due
    6. PO reference, terms and bank details
    What it contains 6
    1. Sequential number, date and time of supply
    2. Your VAT number; both names and addresses
    3. Each line: quantity, price excl. VAT, VAT rate
    4. Design fees and goods kept apart
    5. Totals: net, VAT and amount due
    6. PO reference, terms and bank details

Nothing picked means all five.Leave your email above

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The schedule template does the order-by arithmetic in a spreadsheet. In Techstyles every line is scored against its install date, purchase orders are raised from the schedule, and the line that will miss the install is flagged first.

How procurement works
The Techstyles FF&E schedule for Mews House: the living room items with supplier, quantity, total and status; the bouclé sofa shows its order-by date
Mews House, procurement. The real Techstyles app.

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