Platform
Industries
Journeys
Resources
Partners
Company
Your one-stop platform for AEC projects, quote to invoice.
CloudOffix gives architecture, engineering and construction firms ready-to-use apps for projects, tasks, timesheets, quotations, risks and inventory. Every project's contacts, documents, emails and transmittals stay in one place, and AI assistants can prepare reports while project leaders decide.
.png)
Ready-to-use apps for project delivery
Project management
Create projects, define milestones and manage everything in Kanban view.
ExploreTask management
Create tasks linked to projects and collaborate on them with your team.
ExploreTimesheet management
Projects, tasks and timesheets, all integrated. Track billable and non-billable hours.
ExploreQuotation management
Turn opportunities into quotations, store them and convert them into orders when you're ready.
ExploreRisk management
Track and monitor risks throughout the project lifecycle.
Inventory management
From opportunity to invoicing, manage your whole sales cycle with Sales Cloud.
ExploreTired of juggling multiple software tools?
When project information is spread across separate tools, project leaders spend their time assembling it instead of acting on it.
CloudOffix is natively integrated and offers the standardization that AEC quality-assurance requirements demand. Consolidate where it helps, and connect the tools you want to keep.
Overseeing multiple complex projects at once?
See what CloudOffix can do for you.
Streamline project management
Create and track project plans, assign tasks and monitor progress in one place.
Improve communication and collaboration
Share information and work with team members and stakeholders more effectively.
Identify and mitigate risks
Assess potential risks to a project's success and build a plan to mitigate them.
Track and analyze performance
Report on key project metrics such as budget, schedule and scope to make data-driven decisions.
Integrate with other tools
Connect the tools and services you use so all information and resources are in one place.
More than project management
Limitless options to streamline operations, improve customer satisfaction and drive growth.
Sales
Manage your whole sales cycle, from leads to invoicing, in CloudOffix Sales Cloud.
Sales Cloud
Marketing
Create and manage campaigns, segment your audience, personalize messaging and measure results.
Marketing Cloud
Help desk
Streamline customer service and after-sales operations and deliver an exceptional customer experience.
Helpdesk Cloud
Start with what is ready. Add what is yours.
Use the project apps as they are, connect the tools you keep, and build AEC-specific records such as transmittals or QA steps.
Run
Use CloudOffix project, task, timesheet, quotation and inventory capabilities.
ExploreConnect
Connect the tools and services you keep so project information stays in one context.
ExploreBuild
Build AEC-specific records, such as transmittals or QA steps, with CloudOffix Agentic App Builder.
ExploreAutomate
Define where AI assistants and agents prepare reports and where project leaders decide.
ExploreFrom opportunity to invoiced project
How an AEC project can move from opportunity to invoice, with the responsible people at each step.
- 01
Quote the work
Sales turns the opportunity into a quotation and converts it into an order when ready.
PeopleCloudOffix app - 02
Plan the project
The project leader creates the project, defines milestones and assigns tasks in Kanban.
PeopleCloudOffix app - 03
Track time and risks
Teams log billable and non-billable hours; risks are tracked through the project lifecycle.
PeopleCloudOffix app - 04
Decide on performance
Leaders review budget, schedule and scope metrics and decide on corrective action.
People - 05
Keep context together
Contacts, documents, emails and transmittals stay linked to the project.
CloudOffix app
Book a one-hour consultation
Schedule a one-hour session with one of our consultants. Bring your current process and the outcome you want, and see which CloudOffix apps fit, what to connect and what to build.