Home services and interiors
Home services and interiors CRM for contractors and designers
Book the site visit, send a BOQ-based quote and collect stage-wise payments until handover. Site photos and warranty stay with the project.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1EnquiryA homeowner or builder enquires with site address, scope and rough budget.
- Stage 2Site visitA designer or engineer visits the site, takes measurements and photos, and records the client's needs.
- Stage 3Design/BOQDesign options and a bill of quantities are prepared from the measurements.
- Stage 4QuoteA priced quote from the BOQ is sent, revised if needed and tracked until the client decides.
- Stage 5AdvanceThe booking advance is collected, and the project is created with a schedule.
- Stage 6Work in progressTasks, material and stage payments are tracked on a board until work is complete.
- Stage 7HandoverSnag list is closed, final payment is received and the warranty period begins.
What is a home services and interiors CRM?
Interior and renovation work is sold slowly and delivered in stages. Clients compare quotes, ask for revisions and pay in instalments tied to progress. Gandiv follows the whole path: the enquiry and site visit with photos, the BOQ and the quote versions, the advance and each milestone payment, and finally the handover and warranty. Site engineers update the work-in-progress board from their phones, so the sales team can answer a client's question without calling the site. Because every quote and photo sits on the project, there is a clear record when a client disputes scope or when a warranty claim arrives a year later.
Why home services and interiors teams need one
Problem
Site visits are scheduled on WhatsApp and missed.
With Gandiv
Visits are booked in a calendar with reminders to the client and the engineer.
Problem
Photos and measurements are scattered in phone galleries.
With Gandiv
Site photos and measurements attach to the project record.
Problem
Quote revisions get mixed up.
With Gandiv
Each BOQ quote is versioned, and the client sees only the latest.
Problem
Payments are chased after the work is done.
With Gandiv
Stage payments are fixed in the quote and linked to progress milestones.
Problem
Clients keep calling for updates.
With Gandiv
A work-in-progress board shows each stage and what comes next.
Problem
Warranty promises are forgotten after handover.
With Gandiv
A warranty tracker holds period, items covered and service calls.
Key features
Site visits
Visit booked, photos attached
Schedule the visit with address and engineer, send a reminder and capture measurements and photos on the spot. Everything lands on the enquiry, ready for the designer to use.
- Calendar with reminders
- Photo and measurement upload
- Visit notes for the designer
Site visits
- Calendar with reminders
- Photo and measurement upload
- Visit notes for the designer
BOQ quotes
Quotes built from the bill of quantities
Build a BOQ with items, units and rates, apply discounts and send a PDF quote. Revisions are saved as versions, with GST shown, so the client and your team always agree on which one is current.
- Item and rate library
- Quote versions
- GST shown on the PDF
BOQ quotes
- Item and rate library
- Quote versions
- GST shown on the PDF
Stage payments
Money tied to milestones
Split the contract into advance, material delivery, carpentry, painting and handover. Each stage creates a payment link and a reminder when the work reaches that point.
- Milestone schedule
- Razorpay payment links
- Overdue stage alerts
Stage payments
- Milestone schedule
- Razorpay payment links
- Overdue stage alerts
WIP board
Progress your client can follow
Track each room or work package from Not started to Done with owners and dates. Sales and clients see status without chasing the site, and delays are visible early.
- Stage board per project
- Owner and due date
- Delay flags
WIP board
- Stage board per project
- Owner and due date
- Delay flags
Warranty
Handover is not the end
After handover, log items covered, warranty period and any service request. A reminder before expiry opens the door to an annual maintenance offer or a referral request.
- Warranty period and items
- Service request log
- Referral ask after handover
Warranty
- Warranty period and items
- Service request log
- Referral ask after handover
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Site address · Property type · Scope of work · Budget range · Carpet area (sq ft) · Possession date · Design style |
|---|---|
| Automations | Site visit reminder to client and engineer · Quote follow-up after 3 days · Advance received creates the project · Stage payment link on milestone · Warranty expiry reminder |
| Reports | Enquiry to booking conversion · Quote value by stage · Collections by milestone · Projects delayed · Referrals from completed projects |
| Message templates | Your site visit is confirmed for Saturday 11 am · Your quote v2 is attached · Kitchen carpentry is complete, stage payment link inside · Your warranty ends next month, book a check-up |
| Call script | Hello, I am [Name] from [Studio]. You enquired about interiors for your [type] at [location]. What areas do you want done, and what is your possession or move-in date? |
Fields
Site address · Property type · Scope of work · Budget range · Carpet area (sq ft) · Possession date · Design style
Automations
Site visit reminder to client and engineer · Quote follow-up after 3 days · Advance received creates the project · Stage payment link on milestone · Warranty expiry reminder
Reports
Enquiry to booking conversion · Quote value by stage · Collections by milestone · Projects delayed · Referrals from completed projects
Message templates
Your site visit is confirmed for Saturday 11 am · Your quote v2 is attached · Kitchen carpentry is complete, stage payment link inside · Your warranty ends next month, book a check-up
Call script
Hello, I am [Name] from [Studio]. You enquired about interiors for your [type] at [location]. What areas do you want done, and what is your possession or move-in date?
By role
Owner or design head
- See pipeline and collections by stage
- Approve quotes and discounts
- Watch delayed projects
Sales and design executive
- Book visits and send quotes
- Track revisions to booking
- Collect advance and stage payments
Site engineer or supervisor
- Upload photos and measurements
- Update the work-in-progress board
- Log snags and warranty calls
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Frequently asked questions
Can I send quotes based on a BOQ?
Yes. Build a bill of quantities with items, units and rates, and send a PDF quote. Each revision is a new version with the history kept.
How are stage payments handled?
Define milestones with percentages or amounts. Each milestone can send a payment link and a reminder when the work reaches that stage.
Can site engineers upload photos?
Yes. Photos and measurements can be added from a phone and attach to the project record for the design team.
Does it work for single-service contractors?
Yes. Plumbing, painting or waterproofing firms can use a shorter pipeline with visit, quote, advance and completion.
Can I track warranty after handover?
Yes. Record the warranty period and covered items, and log service requests against them. A reminder goes out before expiry.
Start with the home services and interiors template
Your pipeline, fields and messages are created for you. Change anything later.