Fee proposals that become projects
The proposal is built with its stages and values, and on approval it becomes the live project with those stages already in place. The document you negotiated is the record the practice runs on.
Architecture practices
Which of your projects are actually carrying the practice?
A practice runs on a handful of projects at different stages, a team spread across all of them, and fees that arrive later than the work. Optigestix puts the fee proposal, the tasks, the costs and the invoices on one project record, so profitability per project is a number rather than a feeling.
The practice
Six things a principal wants to know without asking anyone.
Who’s on what
Tasks and milestones held against the project, with owners and deadlines. Progress is something you read rather than something you ask for on a Monday.
Project profitability
Cost against fee, per project, live. The number that decides whether you bid that typology again, and at what fee.
Stage billing and the follow-up nobody enjoys
Invoices raised per stage and aged automatically, so the conversation about an unpaid concept fee happens in month two rather than month six.
Documents the client can read
Client-safe scope documents printed without your rates, and, where the practice takes on interiors work, a 360° walkthrough attached to the project record.
Who sees the money
Role-based access across the practice. Associates get projects; the practice manager gets the finances. Nobody has to be trusted with a spreadsheet they should not open.
What Optigestix is not
Optigestix holds the commercial life of a project. It sits beside Revit and ArchiCAD; it does not replace them and it does not talk to them today.
- No BIM, and no model coordination
- No drawing or revision management
- No RFI or submittal workflow
- No timesheets or billable-hour capture
Questions
Asked by practices.
- Does it integrate with Revit or ArchiCAD?
- No. Optigestix holds the commercial side of a project: the fee proposal, the tasks, the costs and the invoices. It sits beside your drawing tools; it does not read from them or write to them.
- Can I bill by fee stage rather than by invoice?
- Invoices are raised against the project as each stage completes, and each one is aged from the day it goes out, so a stage billed at concept and still unpaid at tender is visible rather than forgotten.
- Can I see profitability per project?
- Yes. Costs are coded to the project as they are incurred and read back against the fee on the project finance summary, so profitability per project is a figure rather than an impression.
- Can I track time against projects?
- No. There is no timesheet or time-capture module today. If fee recovery in your practice depends on billable hours rather than on stages, that is a real gap and we would rather say so than imply otherwise.
- Can associates be given projects without financials?
- Yes. Roles decide what each person sees. An associate can hold projects, tasks and deadlines while revenue, cost and margin stay with the principal and the practice manager.
Not a practice?
Bring us a live project and its fee.
Thirty minutes. We put its stages, its costs and its invoices on one record and show you what the project is actually returning.