AECPulse is organized into several feature areas. Here’s a quick map of everything the app does.
| Feature | What it does |
|---|
| Projects | Run active projects through phases, milestones, tasks, team, and contract information |
| Tasks | Track individual work items, log time, set dependencies, and manage the day-to-day workload |
| Calendar | See tasks, meetings, and deadlines on a month, week, or day calendar view |
| Kanban | A board view of all tasks organized by status, in columns you choose |
| Feature | What it does |
|---|
| Specifications | Write, organize, and format specification text in a searchable group tree |
| FF&E | Catalog the furniture, fixtures, and equipment your firm specifies, with the fields each category needs |
| Details | Keep your construction details in one place and point at them from every project that draws them |
| Feature | What it does |
|---|
| Team Members | Manage your firm’s staff, their details, compensation, and role assignments |
| Clients | Keep a directory of client companies with contacts, projects, and proposals linked |
| Consultants | Track consulting firms your firm works with and attach them to projects |
| Contractors | Track general contractors and specialty contractors used on projects |
| Vendors | Track vendors supplying goods and services to your projects |
| Feature | What it does |
|---|
| Invoices | Bill clients for project work, record payments, and track what’s outstanding |
| Bills | Track what your firm owes consultants, vendors, and contractors, and record payments |
| Firm Health | Your firm at a glance — cash position, backlog and pipeline, billable ratio, and a twelve-month billing chart |
| Feature | What it does |
|---|
| Proposals | Create and manage proposals for new work; submit them to clients; track their status through approval |
| Reports | Run read-only reports on project performance, financials, billing, team utilization, and more |
| Feature | What it does |
|---|
| Settings | Configure firm-wide settings — values used across the app |
| Roles | Create and edit role definitions and their permission bundles — see Roles and access |
| Feature | What it does |
|---|
| Files & Attachments | Attach drawings, photos, and PDFs to projects, tasks, team members, FF&E items, and details, grouped into categories — plus the photo gallery |
| Fees, Rates & Invoice Lines | The 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-Dos | When to break work into a full subtask and when a checkbox will do |
| Walkthroughs | Guided 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.