Building from a template

Written By Timothy Murenzi

Templates are ready-made forms designed for interior design studios. Using one creates your own copy that you can change freely.

Use a template

Go to Forms and click + New form.
Choose From template.
Click any template on the left to preview the full form on the right, with its field count and tags.
Click Use template. A copy opens in the builder as a new draft, ready to edit and publish.

Category	Template	What it's for
Lead capture	Potential Project Inquiry	Public website lead form — the basics on a prospect so you can decide whether to take a call.
Onboarding	Project Intake Form	Contact, scope, budget and timeline across two pages once a client signs on.
Discovery	Client Questionnaire (Style + Lifestyle)	Style and lifestyle profiling with image-choice prompts.
Discovery	Lifestyle Questionnaire	How the client actually lives, so the design serves their routines.
Site	Field Analysis	Walk-through assessment of existing conditions, systems and known issues.
Site	Field Measurements	Per-room dimensions, ceiling heights, openings and details — completed by the designer on site.
Site	Project Photos	One upload area per room, for client photo dumps before design starts.
Closeout	Punch List / Final Walkthrough	Walk-through checklist plus signatures for project handoff.
Closeout	Post-Project Satisfaction Survey	Short feedback survey that surfaces testimonial quotes.
Closeout	Construction Blue-Tape Walkthrough	Pre-occupancy punchlist pre-seeded with hundreds of items across every room, with notes and sign-off.
Closeout	FF&E Final Delivery Walkthrough	FF&E install walkthrough covering prep, furniture, lighting, window treatments, rugs, art, decor and per-room checks.

Editing your copy never changes the template, and updates to Workroom's templates never change forms you've already created.

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