Architects

Jobs, estimates and site visits. Client reviews, hours and documents stay on the project.

Contacts
Companies
Forms
Deals
Quotes
Projects
Tasks
Appointments
Documents
Automations
Time Management
Customer Portal
Custom applications
Integrations
Contacts
Companies
Forms
Deals
Quotes
Projects
Tasks
Appointments
Documents
Automations
Time Management
Customer Portal
Custom applications
Integrations

Contacts

Clients and companies: who decides, who executes, on which project.

Contacts  (3)

Companies Filters Actions New Contact
Contact Tag Type Job role Company Source
SR Sara Riva Concept Customer Client Family Costa Word of mouth
MB Marco Bianchi Executive Follow-up Supplier Enterprise Store Beta Site
LF Luca Ferri Construction site Partners Designer Studio Alfa Study

How many projects come in and which clients are stuck on a review.

Reports
Charts
Type
Source
Companies

Companies

Studios, shops and companies connected to the projects.

Companies  (3)

Contacts Filters Actions New Company
Company Tag Type Industry Contact Source
SR Family Costa Concept Customer Residential Sara Riva Word of mouth
MB Store Beta Executive Follow-up Supplier Retail Marco Bianchi Site
LF Studio Alfa Construction site Partners Offices Luca Ferri Study

Forms

A new intervention arrives from the site: type, city and times, already listed.

Tell us about the project

Type of intervention, city and when you want to leave. We'll call you back for the brief.

Email
Name
Surname
16/04/2026
How can we help you?
Send
Back Review delivered, ask for feedback View logs Run test Active Save
100%
Add action
Start
Fixed schedule
Planned
Review delivered

read_google_sheet

connector 1
ForEach Loop

loop_foreach

php 2
Review delivered
Ask the customer for confirmation

create_contact

1
End

You deliver the review and the customer receives the feedback request.

Deals

Renovation, concept, layout: the commercial project before opening the project.

Deals | Sales

Group by
Board List
Deal
New lead 2
6.500,00 €
1.750,00 €
20%
Renovation of apartment Costa

€ 2.000

Family Costa

26 Nov

  • MB
    • 30%
    Beta shop, concept

    € 4.500

    Store Beta

    4 Dec

  • SR
    • Lead qualified 2
    15.000,00 €
    8.500,00 €
    50%
    Offices Alfa, layout

    € 5.000

    Studio Alfa

    22 Nov

  • LV
    • 60%
    Works management

    € 10.000

    Family Costa

    19 Nov

  • MB
    • Negotiation 1
    10.000,00 €
    8.000,00 €
    80%
    Retargeting

    € 10.000

    Studio Alfa

    17 Nov

  • LV

    • expected fee and work still to be signed.

    Reports
    Charts
    Status
    Amount
    Companies

    Quotes

    The fee separates the project, dossier and construction management.

    Quotes | Status

    Actions
    Board List
    Quote
    Draft 2
    4.280,00 €
    Costa project honorarium

    #PREV-5-2026

    € 2.440

    Family Costa

    24 Nov

  • MB
    • Concept store Beta

    #PREV-3-2026

    € 1.840

    Store Beta

    30 Nov

  • SR
    • Sent 2
    5.700,00 €
    Works management Alfa

    #PREV-6-2026

    € 3.900

    Studio Alfa

    20 Nov

  • LV
    • Q2 Acme partnership

    #PREV-4-2026

    € 1.800

    Family Costa

    18 Nov

  • MB
    • Accepted 1
    20.023,00 €
    Concept store Beta

    #16-2026

    € 20.023

    Studio Alfa

    12 Nov

  • LV

    • Offers accepted and those awaiting the client.

    Reports
    Charts
    Status
    Amount
    Companies

    Projects

    Costa house, Beta shop, Alfa offices: concept, executive or construction site status.

    Projects | Workareas

    Group by
    Board Cards List
    Project
    Concept 3
    House Costa
    House Costa

    4/7

    19 Nov

  • MB
    • Store Beta

    2/5

    26 Nov

  • SR
    • Send the review 2
    House Costa

    1/3

    22 Nov

  • LV
    • Executive 2
    Offices Alfa
    Offices Alfa

    6/6

    16 Nov

  • LV
    • Update the calculation

    1/4

    Yesterday

  • MB
    • Construction site 1
    Plant inspection
    Store Beta

    0/3

    23 Nov

  • SR

    • Orders late for inspection and those in the pipeline.

    Reports
    Charts
    Status
    Projects
    Tasks

    Tasks

    Reviews, calculations and inspections, with whoever keeps them.

    Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    House Costa 3
    Send the review 2
    House Costa

    2/4

    Tomorrow

  • MB
    • House Costa
    Update the calculation

    1/3

    17 Nov

  • SR
    • Plant inspection

    3/3

    12 Nov

  • LV
    • Store Beta 2
    Send monthly report
    Store Beta

    0/2

    16 Nov

  • SR
    • Store Beta
    Update the calculation

    1/5

    Yesterday

  • MB
    • Offices Alfa 1
    Send the review 2
    Offices Alfa

    0/1

    20 Nov

  • LV

    • Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Send the review 2
    Update the calculation
    Tu
    10
    Plant inspection
    Rossi project kickoff: goals and dates in the CRM.
    We
    11
    Send the review 2
    Update the calculation
    Th
    12
    Maintenance contract expiry
    Call with Rossi & Co.
    Fr
    13
    Send monthly report
    Rossi project kickoff: goals and dates in the CRM.

    The week between the table and the construction site.

    Study load and delivery deadlines.

    Reports
    Charts
    Status
    Projects
    Tasks

    Appointments

    Briefs and inspections related to the project.

    Appointments
    Calendar
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Brief home Costa
    11:00
    15:00
    Tu
    10
    Construction site Beta
    14:00
    17:00
    We
    11
    08:00
    Sara Bianchi
    16:00
    Th
    12
    09:00
    11:00
    Marco B.
    Fr
    13
    10:00
    12:00
    16:00
    Call with Rossi & Co.
    Nov
    16
    Mon
    10:00 - 10:30
    Monday 16 November
    30 min
    Video conference
    Google Meet
    https://meet.google.com/abc-defg-hij
    Organizer Sara Bianchi
    Participants Marco B., Sara R.
    Company Family Costa
    Start 16/11/2026 10:00
    End 16/11/2026 10:30
    Video conference Google Meet
    Location Study, Corso Italia 4
    Status Confirmed

    Every meeting has a plan, place and what needs to be decided.

    Documents

    Reports and drawings remain on the project, with the version that the customer has seen.

    Project report

    Save
    Data Connections (0)
    Preview Download
    Type
    Procedure
    Stakeholders
    MB Marco B.
    SB Sara Bianchi
    Add
    Content

    Agreed choices and constraints

    Goal

    Align the team on dates, owners and the first deliverable.

    Next steps

    1. Rossi project kickoff: goals and dates in the CRM.

    Automations

    Review delivered: Customer receives link and confirmation request.

    Start
    Review delivered, ask for feedback
    Event Deal
    Condition

    condition

    Control 1

    Yes

    Create Task

    create_task

    2

    No

    End
    Back Review delivered, ask for feedback View logs Run test Active Save
    100%
    Add action
    Start
    Fixed schedule
    Planned
    Review delivered

    read_google_sheet

    connector 1
    ForEach Loop

    loop_foreach

    php 2
    Review delivered
    Ask the customer for confirmation

    create_contact

    1
    End

    Which reviews are still waiting for a yes.

    Time Management

    Project and construction hours on the project, not in a separate sheet.

    Time Management
    9 Nov / 15 Nov
    User Mo 9 Tu 10 We 11 Th 12 Fr 13 Sa 14 Su 15 Hours
    Marco Bianchi 8h 8h 8h 6h 4h 0 0 34h
    Sara Riva 8h 7h 8h 8h 8h 0 0 39h
    Luca Ferri 4h 8h 8h 8h 6h 0 0 34h
    Sara Riva 8h 8h 4h 8h 8h 0 0 36h
    Time Management
    Calendar
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    09:00 Project
    Marco B.
    14:00 Task
    Sara R.
    Tu
    10
    08:00 Task
    Sara R.
    11:00 Project
    Luca V.
    16:00 Task
    Sara Bianchi
    We
    11
    10:00 Project
    Luca V.
    15:00 Task
    Marco B.
    Th
    12
    09:00 Task
    Sara Bianchi
    13:00 Project
    Sara R.
    17:00 Task
    Luca V.
    Fr
    13
    08:00 Project
    Sara R.
    12:00 Task
    Marco B.
    15:00 Project
    Sara Bianchi
    Sa
    14
    Su
    15

    Who is in the studio and who is on site inspection.

    Customer Portal

    The customer sees the revision and status, without asking in the chat.

    Customer Portal
    Sara R.
    Hi Sara R.! Welcome to your dedicated customer portal.
    3
    Ticket Balance
    € 2.480
    Total Orders Value
    Open tickets (3)
    Date # Ticket
    13 Nov 2026 TK-104 Variant requested by the customer
    10 Nov 2026 TK-098 Table not updated
    5 Nov 2026 TK-087 Late business
    New Ticket
    Title Variant requested by the customer
    Topic Customer Support
    Priority High
    Status New
    Company Acme Systems
    Contact Marco B.
    Owner Sara R.
    Due date 16/11/2026
    Description
    I cannot access the order page after the last update.
    I already tried clearing the cache and another browser.
    File screenshot.png
    File error_console.png
    Send

    A variant requested by the portal has already arrived on the project.

    Custom applications

    Practices and permits have an expiry date and a person responsible, next to the drawing.

    Cases
    Files and dossiers — code, due date, priority.
    Code Title Priority Due date Owner Status
    CS-882 Building practice Costa High 28/03/2026 Sara R. Intake
    CS-701 Permit sign Beta Medium 10/04/2026 Marco B. In progress
    CS-655 Plant variant Alfa Urgent 05/04/2026 Luca V. In progress
    CS-540 Test to be scheduled Low 20/05/2026 Fleet team Waiting

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