AEC Stack

By audience

Accounting & Finance

• Manage invoices, payment records and expenses alongside the business's Books.
• Review outstanding amounts and financial reports with the records behind them.

Architecture

• Read drawings alongside specifications and reference material, compare alternatives and prepare review notes and project documents in Workshop.

Business Development

• Review tender, permit and contract-award signals in Dealflow and carry relevant opportunities into the pursuit pipeline.
• Track contacts, client conversations and follow-up actions while developing proposals.

Civil Engineering

• Work through infrastructure drawings and project documents, research questions and prepare calculations and supporting reports.

Construction Management

• Use project documents, tasks and schedules to organise the work and prepare project records.
• Keep scope changes and client decisions connected with proposals and billing.

Estimator

• Review bid documents and drawings, measure quantities and perform supporting calculations in Workshop.
• Bring scope, quantities and pricing into a quote or proposal, retaining the supporting project work.

Executive Leadership

• Review the pipeline, business priorities, financial position and upcoming obligations together.
• Assign responsibilities and follow-up work across the business.

General Contracting

• Keep client relationships, pursuits, proposals, project documents and invoicing connected across a job.
• Use Workshop to work through drawings, specifications and other project information when developing scope and preparing project outputs.

MEP Engineering

• Work through building-services drawings and specifications, research technical questions and prepare supporting project documents.

Specialty Contracting

• Work through business setup, licence, insurance and compliance requirements, with supporting records kept in the business workspace.
• Find relevant opportunities, develop trade-specific quotes and track invoices and payments.

Structural Engineering

• Review drawings and technical documents alongside measurements, calculations and supporting references in Workshop.

By phase

Design

• Review drawings and specifications, research project questions and compare alternatives in Workshop.
• Prepare review notes, calculations and supporting documents for professional assessment.

Pre-Construction

• Identify relevant opportunities, qualify the pursuit and organise the bid information.
• Develop quantities, scope and pricing, then prepare quotes and proposals from the supporting project work.

Construction

• Work through project documents, tasks, schedules and scope changes as the job progresses.
• Keep client communications, invoicing and payment records linked to the work.

Closeout & Operations

• Reconcile final invoices, payments and supporting project records.
• Continue tracking business obligations, licences, insurance and renewal requirements after a job closes.