| Contacts | Companies; people; addresses; tags | Maintain municipalities, contractors, utilities and project contacts. |
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| CRM | Leads; pipeline; activities; forecasting | Track public and private project opportunities and bid follow-ups. |
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| Sales | Quotes; orders; pricing; billing policies | Quote design, supervision and inspection services. |
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| Subscriptions | Recurring plans; invoices; renewals | Bill recurring inspection, monitoring and advisory services. |
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| Accounting / Invoicing | Ledger; invoices; taxes; reconciliation; analytics | Track project finances, analytic costs and collections. |
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| Expenses | Receipts; approvals; reimbursement; reinvoicing | Record site travel and recover agreed field expenses. |
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| Project | Tasks; stages; milestones; dependencies; profitability | Organize design packages, submissions and delivery responsibilities. |
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| Timesheets | Time entry; task allocation; validation; reporting | Record office and field effort for costing and invoicing. |
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| Planning | Roles; shifts; schedules; project allocation | Schedule design staff and site teams across assignments. |
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| Purchase | Suppliers; RFQs; purchase orders; analytic allocation | Procure surveying, geotechnical, testing and specialist services. |
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| Inventory | Products; locations; receipts; transfers; serial tracking | Track field supplies and equipment stock movements by location. |
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| Field Service | Tasks; assignments; scheduling; worksheets | Assign site visits and capture structured observation worksheets. |
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| Documents | Folders; tags; requests; sharing; access rights | Organize specifications, site records and submission files. |
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| Sign | Templates; roles; signing order; request status | Sign appointments, consultancy contracts and service variations. |
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| Appointments | Booking types; availability; questions; reminders | Schedule stakeholder reviews, client meetings and site coordination. |
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| AI | Contextual drafting; summaries; classification | Draft site summaries from notes and classify incoming documents. |
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| Studio | Fields; views; layouts; automation; approval rules | Configure site fields and agreed observation or issue registers. |
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