Separate location, language and currency
The site address tells you where the work happens. The client's preferred language tells you how to communicate. The project currency tells you how amounts are recorded. These are separate decisions: an English-speaking client may be renovating an apartment in Vilnius or Riga.
Confirm these details when opening a project. Agree who receives reports, who can approve a purchase and which language will be used for decisions. If a supplier quotes in another currency, record the original quote and agree how it will be converted before adding the amount to the budget.
Use quotes for the actual project
A familiar supplier's price from another job is a useful starting reference, not a confirmed local cost. Request a quote for the current quantity, specification, site and delivery date. Check whether delivery, unloading and installation are included.
Keep the supplier's details, quote date and validity period with the budget item. Confirm the VAT treatment with the supplier or your accountant where necessary; do not assume that a previous project's treatment applies to a new cross-border purchase.
- Confirm the delivery address and any access restrictions.
- Check lead times, installation responsibilities and returns.
- Record what the quote includes and what still needs pricing.
- Use one agreed basis for presenting tax in the client budget.
Reuse the structure, review the assumptions
A room-based budget and a familiar sequence of project stages can save time on the next job. Reuse the categories, checklists and document structure that work for your studio. Review the quantities, prices and dates for each new project instead of carrying them over as confirmed facts.
Keep project records separate so a supplier order, client contact or cost is not accidentally assigned to the wrong job. A short project summary should make the location, client and next decision obvious, especially when several projects are at similar stages.
Make the client update easy to follow
Use the client's agreed language and explain the current budget, recent changes and decisions needed. Check the report before sending it: translating a heading does not automatically translate a supplier's description or a note entered by your team.
Formendi is available in English, Lithuanian and Latvian. Its client records and project workspace help keep the information together. Explore the sample project to see how budgets and client updates fit into the same workflow.