Moodiri Docs
Everything you can do in Moodiri, one task at a time
Each page explains why a feature exists and when to use it, then walks you through it, and most show the real screen from a sample project. Most tasks have a guided demo you can click through.
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Getting started Moodiri runs an interior-design firm in one place: projects, rooms, products, client approvals, invoices, payments, files, time and a branded client portal. 8 pages Workflows Start-to-finish guides that chain several tasks together, in the order you will do them. 18 pages Home and activity Home shows your firm at a glance: active projects, past-due money, revenue and future payouts, plus recent projects, invoices, files and activity. 3 pages Projects Every project your firm runs, as cards you can open, with separate Active, Archive and Deleted views and a button to start a new project. 16 pages Spaces (rooms) See every room in a project at a glance, switch between gallery, details and table views, and filter rooms by how far along they are. 9 pages Products and selections See every product section and selection in a room, filter by stage or visibility, and export the list. 22 pages Approvals An approval request puts options in front of your client and records one clear answer. Here is how a request moves from draft to decision. 8 pages Messages and chat One inbox for every client conversation and team channel, grouped by the project, space, product or approval each message is about. 2 pages Files and documents Files holds every document across your firm's projects: drawings, contracts, images, PDFs and 3D files, with search, filters, and archive and restore. 4 pages Library Your firm's reusable catalog of products, construction details, documents and other items, ready to drop into any project. 8 pages Clients, vendors and directory The Directory holds the clients and vendors your firm works with, so contact details, projects and money owed live in one place. 11 pages Invoicing and payments What each invoice status means, from Draft to Paid, and how an invoice moves between them when you send it and your client pays. 24 pages Time tracking Time has five tabs: My time, Team, Approvals, Reports and Settings. What each one is for, and who on your team sees it. 15 pages Financials Your studio's money at a glance: outstanding and overdue invoices, revenue, payments, client credit, aging, retainers and what needs attention. 8 pages Chrome extension Install the Moodiri Chrome extension and connect it to your account with an API key, so you can capture products from any website. 3 pages Client portal (designer side) Your client portal is a private, branded site where each client sees their project, decides on approvals, pays invoices and chats with you. 7 pages Settings Set the name, photo, title, phone, booking link and hourly rate your team and clients see, and manage how you sign in. 22 pages For clients Sign in to your designer's client portal with a code sent to your email, a password, Google or Apple. No account to create first. 15 pages Reference Open search from anywhere, send chat messages without the mouse, and capture a product from any website with the browser extension's shortcut. 6 pages