LPlanRoomby ListoOpen PlanRoom
Client-ready design room

One shared room for selections, samples, photos, and approvals.

PlanRoom gives owners and contractors a client-facing design room tied to the accepted scope, so both sides can review selections, samples, photos, owner preferences, approvals, and anything that may need scope review.

Keep everyone aligned on what is included, what is selected, what is pending, and what may be outside the approved scope.

Connected to
accepted scope
Shared with
the client
Calm and
organized
πŸ”’listo.app / projects / mesa-gardens / plan-room
PlanRoom
Mesa Gardens Renovation
Accepted proposal connectedShared with clientReady for review
Overview
Scope
Selections
Photos
Reference Files
Milestones
Decisions
Scope Review
Approved Scope
  • Kitchen refresh
  • Bath vanity
  • Interior paint
Selections
  • Cabinet finishWhite oak
  • Wall colorAgreeable Gray
  • Fixture finishBrushed nickel
  • CountertopQuartz sample pending
Photos
Before
18
Progress
6
After
pending
Reference Files
  • Approved selection package.pdf
  • Owner reference notes.pdf
  • Material sample receipt.pdf
Milestones
  • Selections dueFriday
  • Materials orderedDone
  • Walkthrough scheduledScheduled
  • Install windowPending
Needs Scope Review
Kitchen island lighting requested

Not included in approved estimate.

What's inside

Keep both sides clear on the whole project.

PlanRoom is a design and selections room, not a blueprint or takeoff tool. Use it for samples, photos, owner preferences, approvals, and scope-review flags.

Accepted Scope Context

Connect selections and owner preferences to the accepted scope so both sides understand what is included.

Selections, Samples, and Purchased Items

Track materials, colors, fixtures, finishes, inspiration images, samples, and purchased items in one shared design room.

Photos by Stage

Keep before, progress, and after photos connected to the right room, item, or decision.

Milestones and Decisions

Show selection deadlines, walkthrough dates, install windows, pending approvals, and key project decisions.

Scope Review Flags

Flag materials, areas, notes, or requests that may fall outside the approved scope boundaries.

Connected to Listo

Use selection-room details with ListoScope, ListoRehab, ListoHandy, ListoReady, ListoBOM, and future Listo3D workflows.

How it works

From accepted scope to shared selection clarity.

01

Project is accepted

A contractor is selected or an estimate/proposal is accepted through ListoScope, ListoRehab, ListoHandy, or the Listo Network.

02

PlanRoom opens through shared project access

Both sides access the client-facing design room connected to the approved scope and shared project access.

03

Details are organized

Selections, samples, photos, owner preferences, approvals, and decisions stay connected to the project.

04

Scope boundaries are checked

Items that may not match the accepted scope are flagged for review before confusion becomes a problem.

05

Both sides stay aligned

Owners and contractors share a clearer understanding of what is included, selected, pending, and ready.

Scope review

Flag what may fall outside the approved scope.

PlanRoom helps surface items that may not fit inside the accepted estimate or proposal. Nothing is auto-approved β€” items are flagged so both sides can clarify, approve, or plan a future change.

β€œThe goal is fewer surprises, clearer approvals, and fewer avoidable change orders.”

Items typically flagged
  • Materials not connected to an approved line item
  • Areas not included in the accepted scope
  • Selection requests for rooms not in the proposal
  • Photos or notes tied to unapproved work
  • Owner preferences that may require scope review
  • Purchased items that do not match the approved estimate

Access

Included with eligible contractor plans. Otherwise $29 per project.

PlanRoom is included for active ListoRehab Pro, ListoRehab Elite, and ListoHandy Pro contractors. If a project is not connected to an eligible contractor plan, the client can unlock a limited PlanRoom with 1 project credit for $29.

Connected Contractor Plan

Included

For active ListoRehab Pro, ListoRehab Elite, and ListoHandy Pro contractors.

Includes

  • Shared design room
  • Accepted scope context
  • Selections, samples, photos, and approvals
  • Scope review flags
  • ListoBOM connection
  • ListoReady validation
  • Selection and scope context where available
  • Connected Listo ecosystem workflows

Client Credit Access

$29 / project

For clients who want to use PlanRoom with an out-of-network contractor.

Includes

  • Shared design room
  • Selections and owner preferences
  • Photos and reference files
  • Milestones and decisions
  • Basic scope review notes

Limitations

  • No ListoBOM
  • No ListoReady validation
  • No price or contract matching
  • No contractor costbook or margin data
  • Limited ecosystem automation

1 PlanRoom credit unlocks limited access for one project.

Client credit access is designed for shared project clarity. Advanced validation, material lists, and ecosystem automations require an eligible connected Listo contractor plan.

Listo ecosystem

One connected project. The whole Listo network.

Shared project access keeps accepted scope and project details connected across the Listo tools both sides already use.

ListoScope

Walk the job and confirm scope. Accepted scope opens the room.

ListoRehab

Accepted rehab estimates flow straight into the shared room.

ListoHandy

Accepted handy proposals open a lightweight design room.

ListoReady

Review consistency, missing items, and scope boundary flags.

ListoBOM

Connect purchased materials and buying lists to the room.

Ready to open a client-facing design room for your next accepted scope?

Open PlanRoom