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Product

One record, fee to invoice

One workflow across every project. Proposal → plan → deliver → track → construction administration → bill → closeout. Every screen reads the same project, and nothing is re-typed between them.

01Proposals

Estimate. Generate. Share

Estimate the fee per trade, generate the proposal in your own template, and share it with the client as a link. Guidance comes from the jobs you actually won.

Fee estimateSimilar-project guidanceProposal generationFirm templatesShare linkAdditional services
Proposal & estimatingDraft
$48,200fee
412budget hours
Highconfidence · 12 similar
Mechanical
$19,30040%
Electrical
$16,90035%
Plumbing
$12,00025%
$38k asked$44k won$52k
AIAxiView AI

Upload the RFP. It drafts itself

AxiView AI reads scope, exclusions and phases from the RFP and drafts the proposal document in minutes, in your Word template. Then it sets the project up. You review, it never commits for you.

Document intakeProposal draftingEstimate guidanceProject setupProject insightsAxiView agent
02Plan

Turn the fee into a project plan

Set the schedule, the team and the budget hours from the project itself. Milestones per phase, weekly resourcing, and who is on what.

Project schedulesMilestonesTeam planningBudget hoursWeekly resourcing
Planning & resourcingSchedule · team · budget
SDSchematic Design
DDDesign Development
CDConstruction Documents
PCPlan Check
CAConstruction Admin
3on the team
412 hbudgeted
14 moplanned duration
03Deliver

Keep project delivery moving

Coordinate the work, the information you are waiting on, tasks and issuances. Progress is visible through design delivery without a second tracker.

DeliverablesTasksProject informationIssuancesProgress
app.axiview.ai/projects/041/deliverables
ProposalsProjectsTimeInvoicesDashboardFirm
Deliverables & informationCD · 82%
ItemDue · tradeStatus
90% CD setSep 18 · M/E/PIn progress
Energy modelSep 12 · MReady
Panel schedulesSep 14 · EWorking
Equipment dataClient inputNeeded
04Track

Know where the project stands

Approved time and progress feed the financial picture as they happen. Hours land on a phase and a trade, so fee burn is a fact, not a month-end estimate.

TimesheetsHoursProgressBudgetFee burn
Project performanceUpdated today
51%fee used
742hours
Mechanical
312 h55%
Electrical
268 h48%
Plumbing
162 h44%
05Construction administration

Carry the project into construction

RFIs, submittals, field observations, change orders and punch lists on the same project, instead of a separate CA log that starts from zero.

RFIsSubmittalsField observationsChange ordersPunch lists
app.axiview.ai/projects/041/ca
ProposalsProjectsTimeInvoicesDashboardFirm
Construction administrationActive
ItemStatusAge
RFI-021 · Electrical room clearanceOpen2 d
SUB-118 · AHU equipment dataReviewtoday
FO-014 · Mechanical field observationIssuedSep 4
PL-008 · Final punch itemPendingSep 10
06Bill

Turn project activity into billing

Prepare the invoice from the project, lump sum or T&M by phase, and move it to QuickBooks. Payment status comes back to the project. Books stay in QuickBooks.

Invoice preparationBillingPayment statusQuickBooks
Billing & invoicesSeptember
$48,200contract
$23,470billed to date
$8,700billing now · ready
07Closeout

Close out. Keep what it learned

Archive the completed project with its final scope, team, schedule, fee, delivery, CA, time and billing history. It stays searchable, and it feeds estimate guidance on the next one like it.

Project archiveFinal recordsSearchable historyEstimate guidanceReusable project data
Project closeoutMaple Ridge Clinic · TI

Final scope, team, schedule, fee, delivery, CA, time and billing history. Preserved as one record.

Final fee$48,200
Actual hours1,286
Final duration14 months
Won at$7.53 / sf
Reusable forclinic TI · M + E + P
Integrations

Connected to the tools you already use

AxiView runs project operations. Accounting, construction documents and file libraries stay in the systems your team already relies on.

QuickBooks OnlineIn review

Invoices · payment status · accounting handoff

Autodesk Construction CloudPlanned

Project documents · RFIs · submittals · CA coordination

Microsoft SharePointPlanned

Project files · document libraries · firm file structure

Integration boundary. Accounting stays in QuickBooks. Construction collaboration can remain in Autodesk Construction Cloud. Project file libraries can remain in SharePoint. AxiView links, never copies.

Proposal in. Invoice out. Nothing typed twice

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