Architecture / Design
Plans, phases and approvals — built on the Professional Services core template and adapted to how your architecture / design actually operates. Run your store with stock, sales and the team working from one workspace built for how professional services operates.
Architecture / Design workspace preview
One workspace, your way
About Architecture / Design
An architecture and design practice manages projects that can span years — from initial brief and concept design through statutory approvals, tender, construction documentation and site administration to completion. Managing the fee, the team, the documentation and the client relationship through that arc, across concurrent projects at different stages, requires a practice discipline that few traditional project management tools are designed for.
The operational reality
Project architects are managing design development, co-ordinating consultants, reviewing shop drawings and responding to site queries from builders — all while team timesheets sit unreconciled against the fee. When the project moves into the next phase, fee draw-downs need to be calculated and invoiced — a process that falls to admin staff working from the project fee proposal that may be months old. Design change requests from clients aren't tracked as scope variations, leading to fee erosion.
Where growth bottlenecks
- Fee stage billing not triggered automatically by phase milestone completion — invoicing delayed and sometimes missed
- Client-initiated design changes not captured as formal scope variations — fee erosion accumulates across the project
- Consultant and sub-consultant management informal — co-ordination meetings not linked to documented action items
- Project-level time-against-fee tracking unavailable in real time — over-servicing detected only at project close
How ConfigBiz helps a architecture / design
Starts from the Professional Services core — shared capabilities, terminology and workflows — then configures for architecture / design: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
What architecture / design needs to manage
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a architecture / design actually uses.
People
Keep the team organized and shifts covered.
Recruitment
Hire the people you need without losing track of candidates.
Contacts & CRM
Contacts & CRM keeps the operational detail in one place.
Products & Services
Products/Services keeps the operational detail in one place.
Sales
Keep orders and revenue moving through the business.
Operations
Run day-to-day work without things slipping.
How ConfigBiz fits architecture / design
Start from the Professional Services core (shared capabilities, terminology, workflows) then configure for architecture / design: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your architecture / design business and the way your team prefers since.