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.
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.
Not just revenue received. Actual profit: fees minus firm expenses minus labor cost. See which projects make money and which quietly drain it.
RFI logs with response tracking. Submittal registers with review status. Site visit reports linked to discussed RFIs. Punch lists by location and responsible party.
Every project card shows status at a glance. On Track, Payment Due, Complete but Unpaid, RFIs Piling Up. No spreadsheet diving required.
Overdue invoice detection, profit margin calculations, budget burn percentages, open task counts. All pre-built and tested.
Command center with status, phase, contract details, budget, profitability rollups, health indicators. Linked to everything.
Client records and all project contacts: consultants, contractors, officials, vendors. Linked to projects and RFIs.
Fee and reimbursable invoicing. Due dates, payment tracking, balance due, overdue flags. Tied to projects for accurate profitability.
Firm costs vs. reimbursable pass-throughs. Vendor tracking, receipts, and needs-invoicing signals.
RFI log with due dates, priority, cost/schedule impact. Submittal register with review status. Both linked to projects and contacts.
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.
No. This works on Notion's free plan.
No. One-time purchase. Lifetime access. No recurring fees.
No. Duplicate the template to your Notion workspace and start. Setup guide and sample data included.
7-day money back guarantee. No questions asked.
Both. Designed for solo architects and small firms of 1 to 3 people who want shared visibility without enterprise software.
12 databases. 35 formulas. 62 views. Zero monthly fees.