Docs/Getting Started/Welcome & Getting Started
5 min read|Getting Started

Welcome to Igolo Interior

Igolo Interior is an all-in-one platform built to help you manage your interior design business from the very first client call to the final handover. It brings your sales pipeline, quotations, project execution, finances, inventory, and team management into a single place -- so you can stop juggling spreadsheets, WhatsApp groups, and paper files.

Whether you run a boutique design studio or a growing renovation company, Igolo Interior gives you the tools to stay organized, deliver projects on time, and keep your finances healthy.


Who Is Igolo Interior For?

  • Interior design firms managing multiple residential or commercial projects
  • Architects and design studios who handle end-to-end project execution
  • Renovation and fit-out companies that need to track materials, labor, and budgets
  • Home interior startups looking for a structured way to scale their operations

Your First Login

  1. Open the link your company administrator shared with you (it will look something like yourcompany.igolohomes.com).
  2. Enter the email address and password you received in your invitation email.
  3. Click Sign In.

Once you are in, you will land on your Dashboard -- the home screen that gives you a quick snapshot of what needs your attention.

Tip: If you forgot your password, click "Forgot Password" on the login page and follow the instructions sent to your email.


Your Dashboard at a Glance

The dashboard is your command center. Here is what you will see:

  • Lead Summary -- How many new leads came in, how many are being followed up, and how many converted into clients. This helps you gauge your sales pipeline health.
  • Active Projects -- A quick view of all ongoing projects with their current status and progress.
  • Pending Approvals -- Quotations, purchase orders, or payments waiting for your review (if you are a manager or admin).
  • Financial Overview -- A snapshot of money received vs. money spent across your projects.
  • Recent Activity -- The latest actions taken by your team -- new leads added, quotations sent, site photos uploaded, and more.

Your dashboard will look slightly different depending on your role. A sales executive sees lead-focused information, while a manager sees project and financial data.


Quick Start Checklist

Here is the fastest way to get up and running. Follow these five steps and you will have Igolo Interior working for your business:

1. Update Your Company Profile

Go to Settings > Company Info and fill in your company name, logo, address, and GST number. This information appears on your quotations, invoices, and client-facing documents.

2. Invite Your Team

Go to Settings > Users & Roles > Invite and send invitations to your team members. Assign each person the right role (Sales, Manager, Supervisor, etc.) so they see the pages and features relevant to their work.

3. Create Your First Lead

Go to Lead Management and click Create Lead. Enter the client's name, phone number, project location, and lead source. That is all you need to get started -- you can always add more details later.

4. Build Your First Quotation

From the lead's detail page, click Create Quote. Add rooms, select items, set quantities and markups, and the system will calculate totals for you automatically. When you are happy with it, finalize and send the PDF to your client.

5. Convert to a Project

Once the client approves the quotation, click Convert to Client. Igolo Interior will automatically create the project, set up the standard six phases (Design, Civil, Electrical, Carpentry, Painting, Handover), and generate a timeline for you.


The sidebar on the left side of your screen is your main navigation. Here is what each section does:

Menu ItemWhat It Does
DashboardYour home screen with key stats and recent activity
Lead ManagementView, create, and manage all your prospective clients
Client RequirementsRecord what your client wants -- design style, family needs, budget priorities
Site SurveyLog room measurements, electrical points, plumbing details, and site photos
Smart QuotationBuild detailed room-by-room quotations with automatic pricing
ProjectsManage active projects, track sprints, and monitor progress
Material PlanningRequest and track materials needed for each project
VendorsManage your list of suppliers and their contact details
PurchasingCreate and track purchase orders for materials
Labour ManagementTrack labor teams, attendance, and payroll
ExpensesRecord and categorize all project-related expenses
Client BillingGenerate invoices and track client payments
ReportsView financial reports, project summaries, and team performance
NotificationsSee alerts for approvals, payments, and important updates
SettingsManage your profile, company info, team members, and system preferences

Note: You may not see every item listed above. The sidebar only shows pages that are relevant to your role. For example, a site supervisor will not see the financial reports section.


Getting Help

If you run into any issues or have questions:

  • Email support: Reach out to your company administrator or contact our support team at the email provided during your onboarding.
  • In-app notifications: Keep an eye on the bell icon in the top-right corner for important updates and alerts.
  • This guide: Bookmark this page and refer back to it whenever you need a refresher on how things work.

We are glad to have you on board. Let's build something beautiful together.