What are investments?

What are investments?

Investments to be simply put, are basically “budgets.”
The term “Investment” is preferable to “Budget” in this case because, unlike your vacation budget or your car budget, this “Investment” is just that… your client is making an investment into their home which can increase the value and desirability of the property.

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      Investments to be simply put, are basically “budgets.” The term “Investment” is preferable to “Budget” in this case because, unlike your vacation budget or your car budget, this “Investment” is just that… your client is making an investment into ...

    • How do I delete an Investment?

      Click on Investments in the left-hand pane. Click on the Investment name. Click the 3 green dot menu icon. Click on Delete Investment.

    • The Dashboard

      The Dashboard, shown when you first log in, is where you can get an instant glimpse into the performance stats of your business. These graphs and charts will directly correlate to the timeframe you choose at the top. Click the Settings icon to adjust ...

    • The Retainer Agreement

      The end goal of DesignAlign is getting that signed agreement! You should have previously entered your Retainer Fee settings in the beginning of Setting up your profile information. Explaining the Retainer Agreement to your prospective client. The ...

    • The Investment Meeting

      Phase II – The Investment Analysis Going over the Homework Make sure to proof all of these homework sheets to confirm there are no missing dimensions, cabinet counts, photos, etc. Do the stated dimensions make sense? Does the cabinet count seem ...