Back office for luxury estate & specialty rooms

White-glove room projects, run like a concierge service

Design-led, white-glove improvement services for high-end homes — luxury room upgrades and specialty rooms like home theaters, wine cellars, and custom closets — with dedicated project management, premium material pass-through, and the dust and privacy discipline affluent clients expect.

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Configured for Luxury Estate & Specialty Rooms

Not generic software. Your trade's operating system.

The luxury estate pack covers in-home consultation and design approval, material procurement, dust-controlled installation, and punch-list closeout for luxury rooms and specialty spaces.

TP-01

Discretion-flagged intake

Intake logs the referral source, room type, and discretion requirements — gated community, NDA expectations — up front, and the client gets one dedicated point of contact from the first reply.

TP-02

Design-package gating

Quotes are issued only after the site visit, and any quote over the threshold needs human manager sign-off before the client sees it — protecting margins on premium jobs.

TP-03

Deposit-and-procurement tracking

Custom work collects the deposit before manufacture begins or an install date is set; premium materials are ordered with lead times and tracking numbers logged for billing transparency.

Your workflow pack

Every phase configured before you log in.

Your back office ships with these phases built for Luxury Estate & Specialty Rooms — tasks, checklists, and QA gates included.

Phase 1

Intake & Scheduling

The in-home design consultation books in 30-60 minute slots, with referral source, room type, and discretion requirements logged before anyone visits.

Phase 2

Quote & Approval

A firm detailed quote follows the site visit only; quotes over the threshold require manager sign-off before the client sees them.

Phase 3

Luxury Install

Dust barriers, floor protection, and HEPA filtration are set before install; daily broom-clean closeout with end-of-day lock and alarm photo verification.

Phase 4

Specialty Rooms

Shop drawings are approved and finishes confirmed with the design deposit collected; then racking, glass, and lighting are installed per the drawings and tested.

Phase 5

QA & Closeout

The lead walks the room days before closeout so the punch list is zero at reveal; the signed punch list is the agreed definition of done.

Phase 6

Invoicing & Review

The final invoice matches the quote plus approved change orders only; the review request and seasonal care-contract pitch follow closeout.

Quoting, our way: Never start custom fabrication or set an install date before the deposit is collected — firm pricing follows the site visit and the design package, never before.

How a job flows

From first call to paid invoice.

Step 1

Consultation request

The client books an in-home design consultation and gets a prompt, professional reply plus a dedicated point of contact from here on.

Step 2

In-home consultation

The designer walks the space, photographs and measures, and listens to how the client lives — no pressure, and privacy respected.

Step 3

Design and material selection

The client reviews 3D renderings or layout plans and physical samples; choices are logged, lead times communicated, and options priced before ordering.

Step 4

Quote approval

A detailed quote follows the site visit only — firm pricing that does not drift, with a deposit schedule tied to material ordering.

Step 5

Dust-controlled install

The crew protects floors, erects dust barriers, runs HEPA filtration, and leaves the space cleaner than found each day.

Step 6

Reveal walkthrough and sign-off

The client walks the finished room, flags imperfections marked with painter's tape, signs the punch list, and receives care instructions and material records.

Proof on every job

Evidence your customers can see.

Every Luxury Estate & Specialty Rooms job carries photo and documentation standards — dispute prevention built into the workflow.

✓ Before/after photos every job — photo survey at start, staged after photos at end.
✓ End-of-day photos verify doors locked and alarms set on multi-day jobs.
✓ Scope sign-off at design approval and again at completion; signed punch list is the agreed definition of done.
✓ Material chain-of-custody records — approved selections logged with lead times and tracking numbers for billing transparency.

Our boundary, stated plainly: We promise dust control — barriers, HEPA filtration, daily cleanup — not zero dust or zero disruption, and we never substitute materials without the client's documented approval.

Pricing

One recovered job a month pays for it.

Your Deputy tiers for Luxury Estate & Specialty Rooms: Design package plus fixed-price project. Same platform, configured for how luxury estate & specialty rooms work gets billed.

Launch

Owner-operators & 1–2 person shops

$179/mo

$499 one-time onboarding · $1,790/yr annual

Branded client portal on your subdomain
Online booking page + Luxury Estate & Specialty Rooms intake form
Digital quotes/proposals with e-sign
Invoices + online payment
Review engine (auto requests after paid jobs)
1 niche workflow pack
Unlimited staff seats
Email support

Start with Launch

Growth

Growing shops with crews (3–15 people)

$299/mo

$999 one-time onboarding · $2,990/yr annual

Everything in Launch, plus:
Full niche OS: dispatch board, crew mobilization checklists, arrival/departure logging
Automations: quote follow-up drip, past-due dunning, QA gates, seasonal re-engagement
Crew checklists & SOP library
Reputation + referral engine
Service recovery: callback, billing & warranty inboxes
Subcontractor packet: credentials, availability, offboarding
Priority support

Start with Growth