Establish the project
Record the client, property, scope, reference plans, and team. Use the business view to track the opportunity before delivery starts.
Explore Projects & CRMSOLUTIONS / Construction businesses
Bring the site, drawing set, model, material quantities, bid, project plan, and client decisions together—from early scope to final handover.
Existing projects retain their version until a change is reviewed.
The project keeps its version of your standard. Required evidence and reviewer approval come before installation.
FROM SOURCE TO OUTCOME
One step should carry the context
of the one before it.

Record the client, property, scope, reference plans, and team. Use the business view to track the opportunity before delivery starts.
Explore Projects & CRMReview 2D plans and model layers, inspect quantities, and connect selected assemblies to the cost plan.
Explore StudioBuild the proposal from scope, options, prices, exclusions, schedule, and terms. Keep the agreement tied to its reviewed version.
Explore Custom proposals & e-signConfigure permits, stage prerequisites, owners, evidence, and inspections. Bring visits, work, and time records into the project.
Explore Build workflowsPresent progress reports, drawings, selected deliverables, and closeout records. Review milestone invoices and the final balance.
Explore DeliverablesBUILT AROUND THE PEOPLE
Source-linked quantities and a traceable estimate.
The current stage, its owner, requirements, and decisions.
Work, evidence, visits, and time in the same project.
Selected progress, scope, approvals, and project outputs.
FROM WORKING DETAIL TO CLIENT CLARITY

Make evidence and review part of stage completion. A document being attached is not the same as an approval being recorded.
THE CONNECTED BUSINESS / CONTINUE EXPLORING
Capture, design, plan and deliver—with the property and the business in the same conversation.






Start with a phone, drone, 360° camera or an existing plan. Keep the source attached to the property as the work develops.
Explore capture
Review scale, surfaces and quantities before they enter the estimate. Keep each measured basis connected to its material requirements.
Explore takeoffs & bom
Define product units and assembly templates once. Give each project its own reviewed material choices, quantities and pricing.
Explore materials & assemblies
Configure the sequence, required evidence and approvals around your business. Each project keeps its own reviewed version.
Explore build workflows
Carry the approved scope into milestone invoices and a clear payment record. Separate contract value, issued invoices and collected money.
Explore invoices & payments
FROM FIRST IMPRESSION TO FINAL PAYMENT