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Home & Project File

This is the standing record for your home — one copy that you and the studio both keep current. It is not tied to a single project or visit. Update it whenever something changes: a new room comes into scope, a finish is chosen, a trade is appointed, a warranty starts. Years from now this is the file we open first.

Property Profile

Property address:

Property type (apartment, terrace, detached, loft):

Approximate year built / last major renovation:

Total internal floor area:

Tenure:

Owner-occupied

Leasehold — landlord consent needed for structural work

Rental / investment property

Building, strata or management-company rules that affect works (working hours, lift bookings, noise windows, notice periods):

Access, parking and deliveries — entry codes handled separately, loading restrictions, lift dimensions, stair turns:

Key-holder on site days (name and role):

Household Profile

Primary contact:

Second decision-maker:

Occupants — who lives here, ages of children, anyone who will move in soon:

Pets — species, size, where they sleep, any surfaces they damage:

Accessibility and health needs — mobility, allergies, sensitivity to VOCs or dust, hearing or vision considerations:

Work-from-home patterns — who works at home, which days, video-call rooms, quiet hours:

Room Register

One row per room. Add rows as rooms come into scope; keep the condition column current after each phase.

Room	Dimensions	Orientation / light	Current condition	Planned use

Services & Constraints

Electrical panel — location, age, spare ways, rating:

Plumbing risers and stopcock locations:

Heating / cooling / ventilation — system type, age, serviced by:

Load-bearing walls, beams and anything structural we must not touch without engineering advice:

Heritage, conservation, strata or planning restrictions — what they cover and who consents:

Known issues carried forward — damp, settlement, noisy pipes, poor insulation:

Style Direction & No-Go List

The direction we have settled on — palette, materials, mood, references that keep proving right:

No-go list — colours, materials, shapes and brands to keep out of every scheme:

Pieces staying with the home — heirlooms, art, rugs and furniture the scheme must work around:

Budget Envelope & Allocations

Overall envelope agreed:

Contingency held back:

Last reviewed:

Allocation	Allowance	Committed to date	Notes
Construction & trades
Cabinetry & joinery
Stone & tiling
Flooring
Lighting & electrical
Furniture & upholstery
Window treatments
Styling & accessories

Appointed Trades & Suppliers

Everyone who has worked on this home, so the right person can be called back years later.

Trade / supplier	Company	Contact	Work done / dates

Appliance, Fixture & Finish Register

Record model, colour and batch numbers as each item is confirmed — batch numbers matter when a tile or a paint has to be matched later.

Item	Location	Brand / model	Colour / batch no.

Warranty & Care Register

Item	Provider	Warranty expires	Care / servicing notes

Key Dates

File opened:

Works started on site:

Handover:

Next review of this file:

Decisions & Revisions Log

Dated entries, newest at the top — decisions made, options rejected and why, changes to scope or budget, anything a future designer would need to understand this home.

Attachments

Floor plans, survey drawings, strata rules, appliance manuals, warranty certificates:

Upload File

Keep this file current — it is the record we open first, on every project and every call back.

Use this template

Templates in this pack

The Interior Design pack includes 7 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.

Frequently asked questions

What's included in the Interior Design templates?

The Interior Design pack contains 7 templates: Home & Project File, Getting To Know Your Home, Let's Plan Your Space, Enjoying Your New Home, Materials & Finishes Selection Sign-off, Site Visit & Walkthrough Log, Design Service Guide. Each is ready to use and fully editable.

Can I customize these templates?

Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.

How do I use the Interior Design templates?

Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.