Plannio
PlannioStudio OS
HomeFeaturesAll-in-One Client Approval & Tracking Portal
Module 04 • All-In-One Homeowner Portal

One Portal for Approvals, Invoices & Site Progress. Zero Lost WhatsApp Messages.

Never search through 500 WhatsApp messages for a PDF quotation or tax receipt again. Plannio gives your clients a single, app-less mobile web hub for 1-click quotation approvals, version history, milestone payment records, GST tax invoices, and daily photo feeds.

Start Free PilotSee Studio Pricing

Setup takes 5 minutes • Free forever pilot • No credit card required

portal.plannio.in/v/palm-grove-villa-402
Client:Ananya & Vikram MehtaLive Project
Version History:
Updated 2 days ago

Rev 3: Master Bedroom Acrylic Upgrade + Balcony Fluted Paneling

Upgraded master wardrobe finish to 1.5mm anti-scratch Acrylic and added exterior balcony wall paneling.

Total Project Value
₹25,00,000
Includes 18% GST (SAC 998391)
1. Master Bedroom Suite
8-Shutter Full Height Wardrobe (Acrylic) + Hydraulic Bed
₹6,80,000
2. Modular Kitchen
BWP Marine Base & Overhead Units (Hafele) + Quartz Top
₹7,20,000
3. Living & Dining Area
Veneer TV Unit + Gyproc Perimeter Ceiling + Cove Lighting
₹4,80,000
4. Kids Bedroom & Guest Suite
Laminate Wardrobes, Study Desks & Wall Paneling
₹6,20,000
Review all room dimensions and specifications above before digital sign-off.

Why WhatsApp Fails for Client Project Management

When quotations, drawing revisions, payments, and site photos are all dumped into unstructured WhatsApp chats, critical records vanish and misunderstandings explode.

The WhatsApp Chat Chaos
  • •Lost Quotations & Revisions: Clients ask "Which PDF is the latest one?" after 4 versions get buried under casual texts.
  • •Payment Confusion: Unclear records of how much was paid vs what remains due cause awkward payment arguments.
  • •Missing GST Tax Invoices: CA asks for invoices at year-end and homeowners struggle to find deleted WhatsApp attachments.
  • •Unindexed Site Photos: 200 civil photos dumped in a group chat without room tags create confusion and panic.
The Plannio All-in-One Client Hub
  • 1-Click Approval & Revision History: Complete chronological log of Rev 1 $\rightarrow$ Rev 2 $\rightarrow$ Rev 3 with clear scope changes.
  • Transparent Installment Records: Clear stage-by-stage ledger showing exact amounts paid, cleared dates, and next dues.
  • Downloadable GST Tax Invoices: Official SAC 998391 receipts stored permanently in the client's private archive.
  • Room-Tagged Photo & Video Streams: Verified daily updates tagged to Foyer, Kitchen, Master Suite, and Balcony.
Quotation Approvals & Version History

Full Transparency on Scope Revisions & Digital Sign-Offs

When interior designs evolve through client meetings, Plannio preserves the complete revision history. Clients can compare Rev 1, Rev 2, and Rev 3, see exactly why costs changed, and approve the final scope with an immutable digital timestamp.

Room-by-room line item specifications with finish grades
Full version audit trail preventing "we never agreed to this" disputes
1-click client sign-off accessible straight from mobile
VERSION COMPARISONTOTAL VALUE
Rev 3 (Acrylic + Balcony Paneling)₹25,00,000 (Approved)
Rev 2 (Added Island & Quartz Top)₹24,35,000
Rev 1 (Initial Turnkey Proposal)₹22,80,000
Stage Installments & GST Invoices

Clear Payment Records with Instant Tax Receipt Downloads

Clients always know exactly where their payments stand. Every milestone paid is recorded with reference IDs, bank transfer confirmations, and instant 1-click downloads for official 18% GST tax receipts.

Real-time payment ledger: Total contract, Paid amount, and Pending dues
Verified studio bank settlement details & instant UPI QR code
Official SAC 998391 GST tax receipts for tax filing
INSTALLMENT STATUS50% CLEARED
Cleared Stages (1 & 2):₹12,50,000
Stage 3 (Due Next):₹7,50,000

Frequently Asked Questions

Everything you need to know about Plannio's All-in-One Client Portal

How does the client access the portal without downloading an app?

Clients receive a secure, private Magic Link directly via WhatsApp or SMS. Tapping the link opens their personalized portal instantly in Safari, Chrome, or any mobile browser with zero app downloads or passwords to remember.

How does quotation revision history work?

Every time your studio modifies a quotation (e.g. adding a balcony partition or changing laminate to acrylic), Plannio creates a timestamped revision (Rev 1, Rev 2, Rev 3). Homeowners can view previous versions, see what was changed, and approve the latest scope.

Can clients download official GST tax invoices from the portal?

Yes! Every stage milestone payment receipt and tax invoice (with SAC 998391 code, GST breakdown, and bank reference) is permanently archived in the portal for 1-click PDF download.

How are daily site inspection photos and videos displayed?

Site supervisors upload room-tagged photos (Foyer, Kitchen, Master Bed) from the site. Clients see a clean, chronological feed with supervisor progress notes and can like or leave comments directly.

Can multiple family members review and approve updates?

Yes. Both partners (e.g. husband and wife) can be assigned to the project and access the portal simultaneously on their separate smartphones.

Elevate Your Client Experience Today

Eliminate WhatsApp confusion and give your homeowners an unforgettable, all-in-one portal. Start your first project for free.

Start Free Pilot ProjectView Studio Plans