Custom ERPNext System for Interior Design
Budget: ₹37,500 – ₹75,000 INR
# Interior ERP System Development & Customization (ERPNext-Based)
We are looking for an experienced ERPNext/Frappe developer or implementation partner to customize and deploy a complete Interior Design & Turnkey Project Management ERP system.
The objective is to create a centralized platform that manages the complete lifecycle of an interior project, from lead generation to project handover, while integrating CRM, project management, HR, procurement, accounts, document management, approvals, employee performance tracking, and reporting.
## Platform Requirement
The solution should be built using ERPNext and Frappe Framework with custom modules and workflows tailored specifically for the interior design and contracting industry.
The system should be scalable, role-based, and support multiple departments working collaboratively on the same project.
## Departments Involved
* Sales / CRM Team
* Project Coordinators
* Site Engineers
* Designers
* Purchase Team
* Accounts Team
* Management
* Clients (Portal Access)
## Core Workflow
### Lead Management
* Lead capture and management
* Lead source tracking
* Follow-up management
* Opportunity creation
* Site visit scheduling
* Lead conversion
### Project Intake Process
Workflow:
Lead → Qualification → Site Visit → Measurement → Design Brief → Design → Internal Approval → Client Approval → BOQ → Quotation → Advance Payment → Project Creation
The system should support approval-based progression between stages.
## Project Management
### Project Dashboard
Each project should contain:
* Client details
* Project budget
* Timeline
* Assigned team
* Project status
* Project profitability
* Stage-wise progress
### Project Stages
Examples:
* Lead
* Measurement
* Design
* Design Approval
* BOQ
* Quotation
* Purchase
* Execution
* Handover
* Feedback
* Closed
Project stages should be customizable.
## Site Measurement Module
Site engineers should be able to:
* Upload measurements
* Upload floor plans
* Upload site photographs
* Add notes and observations
* Record room-wise dimensions
All data should be linked to the project.
## Design Management
* Design brief creation
* Design submission
* Design version management
* Design revision tracking
* Design approval workflow
* Internal design approvals
* Client approvals
The system should maintain version history.
## Procurement & Vendor Management
### Vendor Management
* Vendor database
* Vendor categorization
* Vendor contact details
* Vendor performance tracking
### Vendor Quotations
* Multiple vendor quotations
* Quote comparison
* Cost comparison
* Approval workflows
### Purchase Workflow
Designer Approval
↓
Accounts Approval
↓
Project Manager Approval
↓
Purchase Order Generation
The workflow should support multiple approvers.
## Accounts & Finance
* Quotation management
* Advance payment entry
* Stage-wise payment tracking
* Expense tracking
* Vendor payment tracking
* Invoice management
* Profitability reports
* Budget vs actual reports
## Budget Tracking
Each project should track:
* Allocated budget
* Material budget
* Labour budget
* Design budget
* Actual spending
* Remaining budget
* Variance analysis
## Document Management System
All project documents should be centrally managed.
Examples:
* Site photos
* Measurement files
* Design files
* Vendor quotations
* BOQs
* Purchase orders
* Invoices
* Client approvals
* Handover documents
Files should be categorized and searchable.
Preferred approach:
ERP stores metadata while files are stored using external object storage (AWS S3, Cloudflare R2, or similar).
## Task Management
### Task Assignment
A task may involve multiple departments simultaneously.
The system should support:
* Primary owner
* Multiple contributors
* Dependencies
* Due dates
* SLA tracking
### Example
Kitchen Design Approval
Owner:
* Designer
Contributors:
* Accounts
* Purchase Team
* Project Manager
The task should only move forward once all required approvals are completed.
## Approval Workflow Engine
The system must support:
* Single-level approvals
* Multi-level approvals
* Parallel approvals
* Rejection workflows
* Rework requests
* Approval comments
## Employee Performance & Incentives
### Task Rating System
Tasks should be rated based on:
* Timeliness
* Quality
* Communication
* Accuracy
* Client feedback
* Manager feedback
### Performance Dashboard
Track:
* Tasks completed
* On-time completion %
* Delayed tasks
* Average ratings
* Rework count
* Department-wise performance
### Incentive Engine
Ability to calculate incentive points based on:
* Task completion
* Quality score
* Manager rating
* Client rating
* Delays
* Rework
The system should generate monthly performance and incentive reports.
## Client Portal
Clients should have limited access to:
* Project status
* Design approvals
* Project documents
* Payment information
* Feedback forms
* Progress photos
## Reports & Dashboards
Management dashboards should include:
* Active projects
* Delayed projects
* Budget vs actual
* Revenue reports
* Pending approvals
* Employee performance
* Vendor performance
* Department productivity
## Notifications
Preferred integrations:
* Email notifications
* WhatsApp notifications
* Approval reminders
* Task reminders
* Project milestone alerts
## Technical Requirements
Preferred Technology Stack:
* ERPNext
* Frappe Framework
* PostgreSQL / MariaDB (ERPNext standard)
* Cloudflare R2 / AWS S3 for document storage
## Deliverables
* ERPNext setup and configuration
* Custom app development
* Custom workflows
* Custom DocTypes
* Role and permission setup
* Dashboards and reports
* Data structure design
* User training
* Documentation
* Deployment support
Please include the following in your proposal:
1. Relevant ERPNext/Frappe experience
2. Similar ERP, construction, contractor, project management, or interior industry projects completed
3. Estimated timeline
4. Estimated cost
5. Team structure
6. Post-launch support options
We are looking for an experienced ERPNext/Frappe developer or implementation partner to customize and deploy a complete Interior Design & Turnkey Project Management ERP system.
The objective is to create a centralized platform that manages the complete lifecycle of an interior project, from lead generation to project handover, while integrating CRM, project management, HR, procurement, accounts, document management, approvals, employee performance tracking, and reporting.
## Platform Requirement
The solution should be built using ERPNext and Frappe Framework with custom modules and workflows tailored specifically for the interior design and contracting industry.
The system should be scalable, role-based, and support multiple departments working collaboratively on the same project.
## Departments Involved
* Sales / CRM Team
* Project Coordinators
* Site Engineers
* Designers
* Purchase Team
* Accounts Team
* Management
* Clients (Portal Access)
## Core Workflow
### Lead Management
* Lead capture and management
* Lead source tracking
* Follow-up management
* Opportunity creation
* Site visit scheduling
* Lead conversion
### Project Intake Process
Workflow:
Lead → Qualification → Site Visit → Measurement → Design Brief → Design → Internal Approval → Client Approval → BOQ → Quotation → Advance Payment → Project Creation
The system should support approval-based progression between stages.
## Project Management
### Project Dashboard
Each project should contain:
* Client details
* Project budget
* Timeline
* Assigned team
* Project status
* Project profitability
* Stage-wise progress
### Project Stages
Examples:
* Lead
* Measurement
* Design
* Design Approval
* BOQ
* Quotation
* Purchase
* Execution
* Handover
* Feedback
* Closed
Project stages should be customizable.
## Site Measurement Module
Site engineers should be able to:
* Upload measurements
* Upload floor plans
* Upload site photographs
* Add notes and observations
* Record room-wise dimensions
All data should be linked to the project.
## Design Management
* Design brief creation
* Design submission
* Design version management
* Design revision tracking
* Design approval workflow
* Internal design approvals
* Client approvals
The system should maintain version history.
## Procurement & Vendor Management
### Vendor Management
* Vendor database
* Vendor categorization
* Vendor contact details
* Vendor performance tracking
### Vendor Quotations
* Multiple vendor quotations
* Quote comparison
* Cost comparison
* Approval workflows
### Purchase Workflow
Designer Approval
↓
Accounts Approval
↓
Project Manager Approval
↓
Purchase Order Generation
The workflow should support multiple approvers.
## Accounts & Finance
* Quotation management
* Advance payment entry
* Stage-wise payment tracking
* Expense tracking
* Vendor payment tracking
* Invoice management
* Profitability reports
* Budget vs actual reports
## Budget Tracking
Each project should track:
* Allocated budget
* Material budget
* Labour budget
* Design budget
* Actual spending
* Remaining budget
* Variance analysis
## Document Management System
All project documents should be centrally managed.
Examples:
* Site photos
* Measurement files
* Design files
* Vendor quotations
* BOQs
* Purchase orders
* Invoices
* Client approvals
* Handover documents
Files should be categorized and searchable.
Preferred approach:
ERP stores metadata while files are stored using external object storage (AWS S3, Cloudflare R2, or similar).
## Task Management
### Task Assignment
A task may involve multiple departments simultaneously.
The system should support:
* Primary owner
* Multiple contributors
* Dependencies
* Due dates
* SLA tracking
### Example
Kitchen Design Approval
Owner:
* Designer
Contributors:
* Accounts
* Purchase Team
* Project Manager
The task should only move forward once all required approvals are completed.
## Approval Workflow Engine
The system must support:
* Single-level approvals
* Multi-level approvals
* Parallel approvals
* Rejection workflows
* Rework requests
* Approval comments
## Employee Performance & Incentives
### Task Rating System
Tasks should be rated based on:
* Timeliness
* Quality
* Communication
* Accuracy
* Client feedback
* Manager feedback
### Performance Dashboard
Track:
* Tasks completed
* On-time completion %
* Delayed tasks
* Average ratings
* Rework count
* Department-wise performance
### Incentive Engine
Ability to calculate incentive points based on:
* Task completion
* Quality score
* Manager rating
* Client rating
* Delays
* Rework
The system should generate monthly performance and incentive reports.
## Client Portal
Clients should have limited access to:
* Project status
* Design approvals
* Project documents
* Payment information
* Feedback forms
* Progress photos
## Reports & Dashboards
Management dashboards should include:
* Active projects
* Delayed projects
* Budget vs actual
* Revenue reports
* Pending approvals
* Employee performance
* Vendor performance
* Department productivity
## Notifications
Preferred integrations:
* Email notifications
* WhatsApp notifications
* Approval reminders
* Task reminders
* Project milestone alerts
## Technical Requirements
Preferred Technology Stack:
* ERPNext
* Frappe Framework
* PostgreSQL / MariaDB (ERPNext standard)
* Cloudflare R2 / AWS S3 for document storage
## Deliverables
* ERPNext setup and configuration
* Custom app development
* Custom workflows
* Custom DocTypes
* Role and permission setup
* Dashboards and reports
* Data structure design
* User training
* Documentation
* Deployment support
Please include the following in your proposal:
1. Relevant ERPNext/Frappe experience
2. Similar ERP, construction, contractor, project management, or interior industry projects completed
3. Estimated timeline
4. Estimated cost
5. Team structure
6. Post-launch support options