Architecture Firm Management

You started your practice to design buildings. Not to manage a constellation of disconnected tools.

Project tracking, RFIs, submittals, invoicing, expenses, profitability analysis, drawing registers, permits, site visits, punch lists. 12 interconnected databases covering the full project lifecycle. One workspace.

One-time purchase. No subscription. Works with free Notion.

You do not know which projects are profitable until months after closeout.

Reimbursable expenses go unbilled because tracking them is a chore. RFI deadlines slip because they are not connected to project status. Invoicing is always late because it requires pulling data from three different tools. Real profitability means fees minus firm expenses minus your labor cost, and no spreadsheet gives you that.

What changes

01

Real profitability tracking

Not just revenue received. Actual profit: fees minus firm expenses minus labor cost. See which projects make money and which quietly drain it.

02

CA-phase management done right

RFI logs with response tracking. Submittal registers with review status. Site visit reports linked to discussed RFIs. Punch lists by location and responsible party.

03

Visual health indicators

Every project card shows status at a glance. On Track, Payment Due, Complete but Unpaid, RFIs Piling Up. No spreadsheet diving required.

04

35 formulas that actually work

Overdue invoice detection, profit margin calculations, budget burn percentages, open task counts. All pre-built and tested.

What is inside

01

Projects

Command center with status, phase, contract details, budget, profitability rollups, health indicators. Linked to everything.

02

Clients and Contacts

Client records and all project contacts: consultants, contractors, officials, vendors. Linked to projects and RFIs.

03

Invoices

Fee and reimbursable invoicing. Due dates, payment tracking, balance due, overdue flags. Tied to projects for accurate profitability.

04

Expenses

Firm costs vs. reimbursable pass-throughs. Vendor tracking, receipts, and needs-invoicing signals.

05

RFIs and Submittals

RFI log with due dates, priority, cost/schedule impact. Submittal register with review status. Both linked to projects and contacts.

06

Drawings, Permits, Site Visits, Punch Lists

Drawing register, permit tracker, field reports, closeout punch items. Complete project documentation.

Built on

Notion

Runs inside Notion, the free workspace app used by millions. No new software to learn. No hardware. No monthly fees. Works on desktop, tablet, and phone. Setup guide and sample data included.

Common questions

Do I need a paid Notion plan?

No. This works on Notion's free plan.

Is this a monthly subscription?

No. One-time purchase. Lifetime access. No recurring fees.

Do I need technical skills?

No. Duplicate the template to your Notion workspace and start. Setup guide and sample data included.

What if it does not work for me?

7-day money back guarantee. No questions asked.

Is this for solo practitioners or firms?

Both. Designed for solo architects and small firms of 1 to 3 people who want shared visibility without enterprise software.

Stop administrating. Start designing.

12 databases. 35 formulas. 62 views. Zero monthly fees.

One-time purchase. 7-day money back guarantee. Lifetime access.