Notebook

02 — what it does

• 01

  Lead pipeline

  Capture inquiries and move them through a kanban of stages, with a full audit trail.

• 02

  Projects — design & construction

  Run design kanbans and construction Gantt timelines side by side.

• 03

  Scheduling

  Dated phases on a timeline, with 10/20/40/30 progress billing built in.

• 04

  Billing & milestones

  Track fees, milestones, and paid dates per project.

• 05

  Client share portal

  Share a read-only, token-guarded project view with clients.

• 06

  Team & roles

  Admin and team-member roles, assignment, and notifications.

03 — a look inside

A few of the screens the studio works in every day.