For engineering firms
Proposals, projects and progress billing for engineering firms
Manage bids, scopes of work, phased deliverables and milestone invoicing with a workspace that keeps technical documents attached to the right project.
Sound familiar?
What slows engineering services down
Bids assembled by hand
Scopes, rate tables and standard clauses are copied between files, with errors creeping in each time.
Phase status is unclear
Design, review and delivery phases run in parallel across projects and nobody has a current view.
Progress billing is delayed
Milestone invoices wait for someone to confirm what was completed and when.
The workflow
From inquiry to payment, in your language
Each step reads from the one before it, so the detail entered at the start is the detail on the invoice.
- 01
Bid opportunity logged
Capture the inquiry, the client contact and the submission deadline.
CRM & CustomersEarly access - 02
Scope and quotation
Build the scope of work from standard sections and rate tables.
Documents & QuotationsEarly access - 03
Phased project
Accepted scope becomes phases with deliverables and budgets.
ProjectsEarly access - 04
Engineers assigned
Deliverables are tasks with owners, reviewers and dates.
TasksEarly access - 05
Milestone invoiced
Completed phases raise progress invoices against the agreed values.
InvoicingEarly access - 06
Weekly summary
A summary of phase status and risks, generated from the records.
AI AssistantEarly access
An illustration
Example: a structural engineering consultancy
Illustrative scenario. Each project had a folder of drawings and reports, a separate spreadsheet of phases and a billing schedule nobody trusted.
Phases, documents and progress invoices sit on the project record, so the billing schedule reflects actual progress.
Modules used
What this workflow is built from
FAQs
Questions from engineering services
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
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