Templates · being finished now
The six documents a UK studio keeps rewriting.
Agreement, FF&E schedule, proposal, brief, questionnaire and VAT invoice, written for how UK studios work. We are finishing them now.
The set
Six documents, in the order a job needs them.
What each one contains, and the part of Techstyles that does the same job. Pick the ones you want.
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
- Services, stage by stage
- Fee basis and stage payments
- Procurement: deposits, trade terms and mark-up
- Variations and additional services
- Copyright in the design
- Termination and consumer cancellation rights
What it contains 6
- Services, stage by stage
- Fee basis and stage payments
- Procurement: deposits, trade terms and mark-up
- Variations and additional services
- Copyright in the design
- Termination and consumer cancellation rights
Procurement
FF&E schedule
Built around the install date, not the order date, with lead time and the order-by date as first-class columns.
In TechstylesThe columns follow the schedule in Techstyles, where every line is scored against its install date. FF&E procurement
FF&E scheduleColumns
- Room
- Item and specification
- Supplier
- Qty, unit £ and total £
- Lead time
- Required by
- Order by
- Status and client approval
- PO and billing: created, sent, paid
- ETA and tracking number
The columns 10
- Room
- Item and specification
- Supplier
- Qty, unit £ and total £
- Lead time
- Required by
- Order by
- Status and client approval
- PO and billing: created, sent, paid
- ETA and tracking number
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
- The brief, as we understand it
- Scope and deliverables, stage by stage
- Exclusions, written plainly
- Fee and payment schedule
- Programme
- What we need from you, and when
What it contains 6
- The brief, as we understand it
- Scope and deliverables, stage by stage
- Exclusions, written plainly
- Fee and payment schedule
- Programme
- What we need from you, and when
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
- The property, access and parking
- Rooms and how each is used
- Budget by room
- Fixed dates: the install, the move-in
- Existing pieces to keep
- Consents: listed building, freeholder or landlord
What it contains 6
- The property, access and parking
- Rooms and how each is used
- Budget by room
- Fixed dates: the install, the move-in
- Existing pieces to keep
- Consents: listed building, freeholder or landlord
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
- Household and routine
- How each room is used
- Children, pets and wear
- References, and what they dislike
- The budget conversation
- Who makes the decisions
What it contains 6
- Household and routine
- How each room is used
- Children, pets and wear
- References, and what they dislike
- The budget conversation
- Who makes the decisions
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
- Sequential number, date and time of supply
- Your VAT number; both names and addresses
- Each line: quantity, price excl. VAT, VAT rate
- Design fees and goods kept apart
- Totals: net, VAT and amount due
- PO reference, terms and bank details
What it contains 6
- Sequential number, date and time of supply
- Your VAT number; both names and addresses
- Each line: quantity, price excl. VAT, VAT rate
- Design fees and goods kept apart
- Totals: net, VAT and amount due
- PO reference, terms and bank details
Nothing picked means all six.Leave your email at the top
In the product
Or stop filling templates in.
The schedule template follows the columns of the schedule in Techstyles. In the product, lead time counts back from the install date, and the line that will miss it is flagged first.
How procurement works| Item | Score |
|---|---|
Pair of club chairsWool velvet, oxblood · 8 wks leadWill miss install by 2 weeks | Blocked |
Coffee table, honed travertine1,400 × 800 mm · 5 wks leadOrder within 6 days | At risk |
Alcove joinery, limed oakOrdered · lands 6 Nov · 9 wks lead | Watching |
Wall lights, brushed brassSet of four · delivered · 6 wks lead | OK |
Fig. 02The schedule, kept live. Every line scored against its install date.
Start from a live project, not a blank page.
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