Architecture Firm ERP for Design Stages and Fees

Price the café concept, design-development package and coordinated drawing set as three distinct services. The fee proposal makes the commissioned packages visible when Willow Corner asks for a different layout or an additional drawing issue during the design process. Open Details to inspect quantities, units, prices, discounts and totals before using the quotation’s action bar.

Set the proposal language and expiry before sharing the café design fees with the client. An optional signature request supports the practice’s commercial agreement process, while the itemized service lines remain available for the client to review in the shared document. Review these Share settings before opening the customer-facing proposal link.

The brief coordinator checks requirements, the design coordinator prepares the development review and the drawing coordinator checks the drawing issue list. Their task descriptions and dates give the practice a shared delivery plan while architects create, coordinate and revise the drawings in their design applications. Open Task Details to check the assignee, priority and due date, then update its status on the board.

Use the design commission’s billing plan to prepare the 40% development invoice. Keep the 30% concept and 30% drawing stages visible as separate milestone lines, so the practice can explain the relationship between each fee request and its agreed design stage. Inspect milestone ID, description, work package and amount in the Progress Billing Invoice.