For engineering & technical firms

You win projects on
technical excellence.
You lose margin on manual overhead.

Engineering firms bleed hours on RFI tracking, status updates, and billing admin that nobody went to school for. Let your project managers manage projects.

Sound familiar?
RFI tracking lives in someone's inbox and a log nobody fully trusts
Submittal logs updated inconsistently, usually on Fridays if at all
Billing milestones missed because no one's watching the schedule
Weekly status reports take a half day to compile from scratch
Project close-out is a scramble of hunting down signatures and docs
New project setup runs through the same manual checklist every single time
01

What we typically fix for engineering firms.

01
RFI + submittal tracking

Open items tracked, owners notified, overdue items flagged automatically — without anyone manually updating a log.

02
Billing milestone triggers

Invoices fire automatically when milestones are hit, not when a PM remembers. Late billing becomes structurally impossible.

03
Automated status reporting

Weekly project reports compile and distribute themselves. PMs review — they don't spend Friday afternoons building them from scratch.

04
Project setup + close-out workflows

New projects spin up through a consistent checklist automatically. Close-out doc collection starts weeks before it's needed, not the day before.

02

$28K in late invoices recovered in the first month.

Civil engineering firm · Salt Lake City, UT · $4.1M revenue
Automating the project admin loop so PMs could get back to actual engineering
$28K
late invoices recovered
6 hrs
saved weekly per PM

Three project managers were each spending 5–7 hours a week on status updates, log maintenance, and chasing billing approvals. The firm had no structural way to know when a billing milestone had passed — invoices went out when a PM caught it, which was often weeks late.

We connected their project management tool to their billing system, automated the status reporting loop, and built a milestone tracker that fires invoices without anyone having to remember.

Milestone hit Invoice triggered RFIs tracked Status compiled Report distributed Close-out initiated
Before
  • Billing triggered by PM memory
  • RFI log updated manually, inconsistently
  • Status reports built from scratch weekly
  • Close-out docs chased at the deadline
  • New project setup ad hoc every time
After
  • Invoice fires automatically on milestone
  • RFIs tracked, owners auto-notified
  • Reports compile and send themselves
  • Close-out starts 3 weeks before deadline
  • New projects spin up via consistent workflow
"

I didn't realize how much time we were burning on things that weren't actually engineering until we stopped doing them. The billing alone paid for the whole engagement in the first month.

MR
Marcus R.
Principal, civil engineering firm · Salt Lake City, UT
Free · No commitment
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