Projects and Documents

Projects and Documents

Manage your projects, activities and documents in a centralized and efficient way

Running a project, from quote to delivery

Do it by hand, or let the AI assistant structure the project for you. You stay on top of costs and deadlines.

By hand
1
I create my project
For a client, with a budget and dates.
2
I break it into tasks
I organize the work on a simple Kanban board.
3
I assign who does what
My staff and my machines, on each task.
4
I track progress and costs
Time, purchases and expenses add up on their own.
5
I deliver and compare
Actual costs against budget: I know my margin.

Or let your AI assistant build the project

Got an accepted quote? Hand it to the assistant. It structures the whole project for you.

You
You drop in the quote
The quote accepted by the client.
The AI assistant prepares everything
Creates the project (and the client if needed)
Breaks it into activities
Estimates the budget and deadlines
Pre-assigns staff and machines
You
You adjust and launch
You keep the final say on everything.
The payoff: a structured project in seconds instead of an hour of data entry — and you track your margin from day one.

Projects

Create and manage your projects with client tracking, start/end dates, deadlines and real-time status updates.

Activities

Plan your project activities with priorities, estimated hours and detailed progress tracking.

Documents

Centralize all your business documents with search, filters by project/type and simplified management.

Project Docs

Link documents to your projects: plans, specifications, reports. Quick access by project with type-based organization.

Machine Docs

Centralize technical documentation for your machines and equipment: manuals, spec sheets, certificates and maintenance procedures.

Drawings

Manage your technical drawings and CAD plans with versioning, built-in preview and direct association to projects and machines.