Workspace feature, External project members

Keep every project
contact in one place.

Add architects, contractors, plumbers, electricians, joiners, painters, photographers, stylists and other professionals to the project without giving them Workspace access. Their contact details, role, quotes and project history stay connected for the studio and client.

Know who worked on it.
Know what they did.
Know who to call later.
Rue de Varenne, Project team
External contacts
Project members
External members08
Companies06
Linked expenses05
Saved contacts08
PM

Paul Martin

Custom Joinery Ltd

paul@customjoinery.eu+33 6 82 18 42 60
Contractor, Joinery
EM

Emma Moreau

Moreau Architecture

emma@moreauarch.fr+33 1 44 82 17 05
Architect
DK

Daniel Kovács

Kovács Plumbing

daniel@kovacsplumbing.hu+36 30 555 4182
Trade, Plumbing
ML

Marc Leroy

Leroy Électricité

marc@leroyelec.fr+33 6 72 14 83 20
Trade, Electrical
AS

Anna Scott

Anna Scott Studio

hello@annascott.photo+44 7700 184 220
Creative, Photographer
JS

Julia Stein

Stein Styling

julia@steinstyling.com+49 172 885 1042
Creative, Stylist
Why it matters

The client should never lose the people behind the project.

Years after handover, the client may need the original plumber, electrician, joiner or contractor. Workspace keeps those people attached to the project so the finished interior remains easy to maintain.

01

Keep every professional attached.

Store the name, company, role, contact details and project involvement of every external professional.

02

Do not give unnecessary access.

External members can be recorded in the project without being invited to work inside Workspace or seeing private project information.

03

Make the project useful later.

Clients can return years later and instantly see who supplied, installed, repaired or created each part of the finished space.

More than a contact list

Connect the person to the money and the work.

A saved project member can become part of budgeting, expenses, invoices and the permanent project record, so their role is never separated from what they actually delivered.

During the project

Know who is responsible for each cost.

When an external member gives you a quote, keep the person, service and amount together instead of rebuilding that context later.

Paul MartinCustom kitchen joinery
Quoted€5,000
Budget impactAutomatically deducted
StatusApproved
After handover

The client still knows who to call.

If a fitting needs repairing or a custom piece needs replacing, the original professional and their details stay inside the completed project record.

Kitchen joineryPaul Martin
ElectricalMarc Leroy
PlumbingDaniel Kovács
PhotographyAnna Scott
Everything connects

The project team becomes part of the project history.

External members sit beside budgets, invoices, expenses and the permanent project archive, so the people behind the finished space never disappear from the record.

Budget

Connect quotes to the live budget.

Know exactly which professional is responsible for each project cost.

Expenses

Select the contact when adding a cost.

Record the person, service and amount together in one step.

Invoices

Reuse saved project information.

Keep payment records connected to the original external professional.

Project archive

Keep the contact for years.

The client can return to the finished project and find the right professional instantly.

A better handover

Do not hand the client a folder they will lose.

Give them a permanent project record that still knows who installed the kitchen, wired the lighting and photographed the finished space years later.

External project members inside Workspace

Every person,
still connected.

Keep contractors, architects, trades and creatives attached to the project, without giving them Workspace access.