Engineering design studio with permits and investors covered
Projects with phases and milestones, versioned drawings, building permit workflows, and investor communication via a client portal.
Common pain points in this segment
- Drawings versioned manually
- Building permits with 10 different deadlines
- Investors keep asking for status
- Phase-based invoicing is complicated
Recommended module mix for your segment
These are the modules we recommend for this segment. We'll fine-tune them for your specific business during implementation.
Projects
Project with phases, milestones, and per-phase billing.
Open moduleDocuments
Versioned drawings with approvals and access auditing.
Open moduleCRM
Investors with project history and contact persons.
Open moduleFinance
Phase-based invoicing. Hourly billing for over-the-cap work.
Open moduleHow it works in practice
Building permit
Workflow with tasks for the architect, the construction company, and the building authority.
Client portal
The investor logs in and sees project status and invoices.
Typical integrations for this segment
- AutoCAD
- Revit
- ArchiCAD
- Building authority
- Microsoft 365
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