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Features Overview

AECPulse is organized into several feature areas. Here’s a quick map of everything the app does.

FeatureWhat it does
ProjectsRun active projects through phases, milestones, tasks, team, and contract information
TasksTrack individual work items, log time, set dependencies, and manage the day-to-day workload
CalendarSee tasks, meetings, and deadlines on a month, week, or day calendar view
KanbanA board view of all tasks organized by status, in columns you choose
FeatureWhat it does
SpecificationsWrite, organize, and format specification text in a searchable group tree
FF&ECatalog the furniture, fixtures, and equipment your firm specifies, with the fields each category needs
DetailsKeep your construction details in one place and point at them from every project that draws them
FeatureWhat it does
Team MembersManage your firm’s staff, their details, compensation, and role assignments
ClientsKeep a directory of client companies with contacts, projects, and proposals linked
ConsultantsTrack consulting firms your firm works with and attach them to projects
ContractorsTrack general contractors and specialty contractors used on projects
VendorsTrack vendors supplying goods and services to your projects
FeatureWhat it does
InvoicesBill clients for project work, record payments, and track what’s outstanding
BillsTrack what your firm owes consultants, vendors, and contractors, and record payments
Firm HealthYour firm at a glance — cash position, backlog and pipeline, billable ratio, and a twelve-month billing chart
FeatureWhat it does
ProposalsCreate and manage proposals for new work; submit them to clients; track their status through approval
ReportsRun read-only reports on project performance, financials, billing, team utilization, and more
FeatureWhat it does
SettingsConfigure firm-wide settings — values used across the app
RolesCreate and edit role definitions and their permission bundles — see Roles and access
FeatureWhat it does
Files & AttachmentsAttach drawings, photos, and PDFs to projects, tasks, team members, FF&E items, and details, grouped into categories — plus the photo gallery
Fees, Rates & Invoice LinesThe three money figures on a project — the contracted fee, your professional rates, and what you actually charge — and why none is calculated from another
Subtasks vs. To-DosWhen to break work into a full subtask and when a checkbox will do
WalkthroughsGuided tours that walk you around the app itself, highlighting one thing at a time — you do the clicking, they never act for you

For step-by-step instructions on any task, visit the Guides section.