The Project Binder is a per-project document library in Wellsourced that holds every drawing, specification, finish schedule, builder document and site photo for a job, organized into tabs, and available on a phone or tablet at the job site.
The project board in Wellsourced is the working surface where a designer arranges every product specified for a project by room and category, with trade cost, markup, retail price and quantity held against each piece.
Trade membership is how a studio gets access to Wellsourced: a person reviews the studio's trade credentials before an account exists, and there is no self-serve registration.
A public picks board is a studio's own shareable page of selected products at a Wellsourced address, published under the studio's brand for clients, followers or press to browse.
Client presentations in Wellsourced are branded, shareable pages of selected products that a designer sends to a client for review and approval — presented under the designer's own brand, with Wellsourced appearing once and quietly.
Procurement in Wellsourced turns client-approved selections into numbered purchase orders to vendors, tracks each order from draft through ordered, shipped and delivered, records where every item ships to, and keeps a dated, authored log of every vendor follow-up on the order.
- BooksIn build
Reports in Wellsourced are project summaries for the studio's own use, covering budget against actuals, margin, order status and outstanding deliveries.
The Schedule in Wellsourced is a per-project timeline that draws every item's path from design through order, transit and receipt to install day from the dates the project already holds — nothing on it is planned separately or entered twice.
Sourcing in Wellsourced is how products get into a project — clipped from any vendor website, read from a page link or a tearsheet, captured on a showroom floor, or entered by hand — with trade pricing, vendor and lead-time detail attached from the start.
Vendors in Wellsourced are the studio's own private record of who it buys from and who it hires — product vendors with trade accounts, markup defaults and lead times, and service vendors such as receivers, installers and movers.