Enterprise and operations

Architecture and Design Firm ERP

Run every project, studio and payment of a design practice in one place.

Architecture and Design Firm ERP software product

Overview

The Architecture and Design Firm ERP manages the project and finance work of a design practice. It covers projects from draft to process to invoicing, studios, builders and vendors, staff, payment approval and disbursement, ledgers and reports. Work is split into role-based portals.

  • Nine role-based portals
  • Project milestones and transmittals
  • Proforma and actual invoices
  • Payment approval and ledgers

Features and modules

What Architecture ERP includes.

Project lifecycle

Create project drafts, run the project process, track milestones, create scopes of work and manage transmittals.

Invoicing

Actual and proforma invoices with a print view.

Finance

Payment entry and allocation, approval, disbursement and payment to vendors.

Ledgers

Ledgers by builder, project, studio and vendor, and invoice follow-ups.

Reports

Reports at builder, studio and organisation level.

Organisation set-up

Staff, studios, builders and vendors, with user activity logs.

Task tracking

Today's tasks, a task calendar and task approvals.

Panels, roles and apps

Who uses it, and where.

Admin

Full organisation, project and finance control.

Studio zone and studio lead

Project, ledger and studio views for studio teams.

Finance

Payments, ledgers, invoicing and reports.

Architect and senior architect

Assigned project workspace, invoices and reports.

User, analyst and client

Task tracking views.

Architecture and Design Firm ERP panels and apps

How it works

A typical flow.

  1. A project is created as a draft and moves into process

  2. Milestones, transmittals and scopes of work are tracked

  3. Invoices are raised, and payments are entered, approved and disbursed

  4. Ledgers and reports update by builder, studio, project and vendor

Branding, integrations and deployment

We present the product under your own name. The scope of branding and customisation is agreed with you before work starts.

Branding and customisation

Your name, logo, colours and wording can be applied. Contact us to discuss what you need and what it involves for this product.

Deployment and integrations

  • Hosting and set-up are agreed per project.

Integrations

  • Excel exports
  • A companion background service handles queued mail, invoice PDFs and report caching. It is separate from the web application.

FAQs

Questions about Architecture ERP

Is the companion background service included?

It is a separate component. Contact us to confirm what a deployment includes.

Can we change the workflow for our firm?

Customisation is handled per project. Contact us to discuss your requirements.

Talk to us about Architecture ERP

Request a demo and we will confirm what this product covers and what a branded version would involve.