Projects & services
Plan with AI, deliver with control
An AI envisioning wizard drafts the plan; Gantt scheduling, change orders, risk registers, and timesheets keep delivery honest — with service cases for the work that never ends.
01—Start with AI
From idea to project plan in one sitting
Describe the project and the AI envisioning wizard drafts the structure — you shape it from there, and the assistant can draft the project charter too.
- AI envisioning wizard for new projects
- Project charter drafts from the assistant
- Structure first, then refine
- History timeline of what changed
02—Deliver
Gantt, timesheets, and the people doing the work
Schedule on a Gantt, log time against tasks, route timesheets for approval, and manage subcontractors on the same plan.
- Gantt scheduling
- Timesheets with approvals
- Subcontractor management
- Project financials in one tab
03—Stay in control
Change orders and risks, on the record
Scope changes go through change orders; risks live in a register — so the project file tells the true story when someone asks what happened.
- Change orders with a paper trail
- Risk register per project
- Financials tab tracking money against plan
- Agent sweeps surfacing what needs attention
04—Service work
Cases and processes for recurring service
For work that arrives as tickets rather than projects: a service catalog, case management, and a process builder that turns your way of working into a repeatable flow.
- Service catalog and templates
- Case management with my-work views
- Process builder for repeatable flows
- Deals linked to the cases they created
Technical Specifications & Workflows
Looking for detailed engineering & accounting specs?
Explore step-by-step state machines, accounting rules, edge cases, and compliance workflows in our official documentation.
Projects questions
Do timesheets connect to billing?
Timesheets are logged against projects with approvals, and because projects share the platform with sales and accounting, the numbers flow to the money side without exports.
How are scope changes handled?
Through change orders — each one recorded against the project with its impact, so the delta between the original plan and reality is documented.
What if our work is tickets, not projects?
Use service cases: a catalog of services, case tracking with my-work views, and a process builder to standardize how each service gets delivered.
Projects that hold up under questioning.
Plan with AI, deliver with a record.