You've done the hard part. You know the tile you want, the tap that goes with it, the exact shade of the wall. It's all sitting somewhere - a saved board, a photos album, a note with twelve links in it.
Then the contractor asks you to "send over what you're thinking", and the whole thing falls apart. He isn't going to make an account. He isn't going to scroll your board on a phone in a van. He wants one file he can open, read, and keep on the site.
This is the gap nobody talks about: a mood board is a thinking tool, and a PDF is a working document. You need both, and you need the second one to come out of the first without a day of copy-pasting.
Why a link to a board doesn't work
Three reasons, and you'll hit all of them:
- It needs an account or an app. Anything behind a login is a wall. Trades will not sign up for your tool.
- It looks different on his screen. Boards reflow. What you arranged carefully in three columns becomes one long column on a phone, and the tap ends up nowhere near the sink it belongs to.
- It can't be printed or marked up. Site work runs on paper and on messages. A PDF gets printed, drawn on, forwarded to the joiner, and attached to a quote. A link gets lost in the chat.
What actually needs to be in the file
A mood board that's only images is pretty and useless for quoting. When you turn it into a document, each image needs the boring information attached to it:
- What it is - "wall tile, bathroom", not "IMG_4471"
- Where it goes - the room, and the wall or corner if it matters
- Where to buy it - shop, product name, and the price you saw
- The decision behind it - "matte, not gloss", "this width or nothing", "only if the other one is out of stock"
That last line is the one people skip, and it's the one that saves the argument three weeks later. Write the reason down next to the picture while you still remember it.
Group it by room, not by mood
Your board is probably arranged by feeling - all the warm woods together, all the black metal together. That's how you decide. It is not how anyone builds.
Before you export, regroup everything by room, then by surface: floor, walls, fittings, lighting, furniture. One page per room is enough for most jobs. A contractor pricing a bathroom wants every bathroom decision on one sheet, not spread across your aesthetic.
In trackerhead the same references sit on a canvas while you're deciding, then lay out as pages when you're ready to send - you rearrange once, and both views stay the same project.
open trackerheadThe export, step by step
- 1. Collect first, sort later. Drop every link, screenshot and photo in as you find it. Don't organize while you're still shopping - you'll change your mind twice.
- 2. Name things as you drop them. Ten seconds now: "floor tile - the terracotta one". This becomes the caption in the PDF.
- 3. Cut the shortlist. For each decision, keep the winner and one backup. A file with three options per surface is a file nobody answers.
- 4. Group by room. One page per room, surfaces in the order they get built - floor, walls, fittings, lights.
- 5. Add prices and links under each image. If you have a quote number or a stock code, put it in. This is what turns a mood board into something quotable.
- 6. Export as PDF. Send it as a file, not a link.
What to do when the answer comes back
It won't come back as "yes". It'll come back as "that tile's discontinued" and "the tap won't fit that basin". That's normal, and it's the reason your board and your PDF should be the same project rather than two separate piles.
Update the reference, write the new decision next to it, export a new version. Put the date in the file name - `bathroom-v2.pdf` - so the version on site and the version on your phone are obviously the same one.
The point of the file isn't to look good. It's to make sure the thing that gets built is the thing you chose.
The short version
Keep the references, the notes and the decisions in one place while you're deciding. Group them by room when you're ready to talk to someone. Attach the boring details - price, shop, size, reason - to every picture. Then send a PDF, not a link, because the person building your bathroom is not going to make an account.
Keep the mess in one project, then hand over a clean document. That's the whole idea behind trackerhead.
open trackerhead