Every decision should move the project forward.

Plan the project record.

Set up the rooms, work, dates, and commercial assumptions that the rest of the project will inherit.

• Upload floor plans and link plan areas to project sections.
• Build sections and deliverables with owners, dates, quantities, and early costs.
• Start from a reusable project template instead of rebuilding the same structure.

Shape the design and decisions.

Turn the scope into clear options, client decisions, and frozen commercial documents without re-entering the work.

• Pull reusable products and services from your Design Library.
• Present client Choices and retain the response and revision history.
• Generate proposals, cost estimates, and time-limited approval requests.

Procure with the record intact.

Carry approved work into supplier coordination, costs, billing, and delivery status while internal margins stay private.

• Manage project partners in the Trade & Supplier Directory.
• Track supplier costs, commissions, lead times, invoices, and payment allocations.
• Research products and suppliers with your preferred AI assistant; review the shortlist, then tell it which records to add.

Deliver on site and close out cleanly.

Keep delivery evidence attached to the room or work it belongs to, while suppliers update their assigned work through their own portal.

• Record snags, incidents, meetings, photos, and variations against the project.
• Give suppliers a revocable portal to independently update their assigned work, resolve snags, and add photo evidence for staff review.
• Share selected progress through a revocable, company-branded client portal.
• Retain project history, documents, approvals, and financial records for reference.