Clients, builders and vendors
Everyone sees the right version, and only that.
Fourteen project parties, each with a view scoped to their role and access that expires when their work is done.
For your clients
An organized project, and money accounted for
Clients see what they need to decide, why it matters and what it costs. Decisions are signed and kept on the record.
Sample approval: fumed oak with an unlacquered brass pull adds $1,850 to the allowance. The cabinetmaker needs this by Friday to hold the install date.
For builders and architects
Complete information, on the builder’s schedule
Builders get guest access and clean exports, without adopting your software.
Dated schedules
Selection schedules dated to rough-in and close-in.
One drawing custodian
Each set issue has a single owner.
Agreed roles
A responsibility matrix settled at the three-party kickoff.
Field issues
RFIs, submittals and change orders stay on one record, each with a named owner.
A queue for each role
Principal
Project margin, go/no-go calls and final approvals.
Designer
Selections due, drawings out and client feedback.
Project manager
Decisions at risk, meetings and every open item.
Purchasing
POs to send, acknowledgments to review, orders to chase.
Bookkeeper
Exports to review, funds to reconcile and vendor exposure.
Vendor
Their own POs and what is needed from them, and nothing else.