A project dashboard for architecture firms
A good dashboard for an architecture firm shows new inquiries, proposals waiting for an answer, active projects by phase, permit status and the items you are waiting on from others. It updates from your email and calendar rather than needing manual entry, so you can check it in a minute and know what needs you today.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your architect to hand to AI first, what we would build, and roughly how long it takes.
What belongs on it
Leads and where they came from. Proposals out and how long they have been quiet. Each project in its phase: schematic design, design development, construction documents, permitting, construction administration. Permit submissions with agency and date.
What you are waiting on
This list is the most useful one. A reply from the structural engineer, a signed contract, a client decision on finishes. When each has an age, you see which ones to chase.
Billing by phase
Many firms bill at the end of a phase. A dashboard that shows which phases are complete but not yet invoiced prevents revenue from sitting unbilled.
Picture this
Examples of what it can look like. Illustrations, not clients.
You open the dashboard Monday morning and see two proposals that have been quiet for two weeks, a permit that has a comment letter waiting, and a phase ready to invoice.
A referral source column shows that most new work this year came from two contractors, so you take them to lunch.
A project you thought was on track shows no activity in a month, and you call the client before they call you.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your architect to hand to AI first, what we would build, and roughly how long it takes.
Questions
Do I have to switch software?
Not necessarily. A dashboard can sit on top of your current email, calendar and accounting rather than replace them.
How long does it take to set up?
Westward builds a first version in about a month, for a fixed price agreed in writing.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses