Running your business on SnapLedger · Furniture & Fit-out · Lesson 4 of 10

A new job: the requirement and the design

3:14 · Captions: English, Arabic, French and Chinese.

A job usually starts as a conversation — a call, a visit, a few photos in a chat — and the details live with whoever took it. In this lesson, the job gets a home from the first day: the customer, what they asked for, and the design.

What you'll learn

  • Open a job in Snappy PM
  • Write down what the customer wants, before anyone prices it
  • Bring in a designer for this one job — no seat

Step by step

  1. The customer — Qamar Bay Logistics is moving into a new office, and it needs furniture. Zuhair, the project manager, adds them to the Customer Book, with Ms Karam as the contact. Then the address and the payment terms — typed once, and kept in the Customer Book for every document that follows.
  2. The project — Every job gets its own project in Snappy PM: the customer, what it is, and who the customer sees. Qamar Bay is buying from the showroom, so Zuhair picks Dunewood Living — the company Yusuf set up for this. The work and its costs stay here, in the workshop.
  3. The requirement — First, what the customer asked for, in their own words: a reception desk, a table for eight, a lounge for visitors, shelving for the open office. It's written down before anyone draws or prices anything. Each line will be answered by a piece of work, so nothing the customer asked for gets lost. Saved. Zuhair exits this first phase, and the job moves on to its design.
  4. A designer, no seat — The design comes from Sanjay, who works on this job only. So Zuhair first describes the seat: a Designer can read the requirement, work in the design folder, and add design documents — and nothing else. Adding a person to the company is always the owner's call, so Yusuf adds Sanjay to the project, with that role. He leaves this box off: Sanjay joins this one project, not the company — so he takes no seat. Sanjay signs in with his own login. The invitation from Dunewood Workshop is waiting — he reviews it, and accepts. What he sees is Snappy PM and this one project — no books, no other jobs.
  5. The design — Here's the difference it makes. Sanjay puts his drawings straight into the project: the office layout and the material board, in the design folder. No files lost in a chat, and nobody has to forward them.

On Zuhair's board, the design is already there — ready to go with the quote. Next: the price, the customer's yes — and the first invoice, sent the moment they approve.