The design-to-invoice platform for architecture firms
Manage design requests, versions, sites, architects, and phases in one native Odoo app — replacing spreadsheets, email threads, and disconnected single-field modules with one connected lead-to-invoice workflow built for architecture practices.
The problem
Architecture firms run on a fragmented stack: CRM in one tool, project phases in a spreadsheet, drawing files on a shared drive, and client design reviews scattered across email. Generic Odoo CRM and Project apps have no concept of a multi-phase engagement tied to a physical site, staffed by specialized architects, and driven by design versions that clients must review and approve.
The solution
Architecture Firm Management connects the site, the assigned architects, the design phases, client approvals, and billing in one native Odoo app. Design requests flow through configurable stages, versions carry a full approval and feedback history, and architects are staffed by specialization and live utilization — not memory.
Everything an architecture practice needs
Every capability below is implemented in the module.
Design Request Intake & Portal
Clients and staff submit and track design requests through configurable kanban stages and categories, both internally and from the customer portal.
Design Versions & Approval Workflow
Every revision is tracked as its own version with a state-driven approve-before-publish workflow and client feedback captured against the exact version reviewed.
Smart Architect Assignment
A recommendation wizard ranks candidate architects by specialization match and current utilization, turning staffing into a one-click decision instead of guesswork.
Multi-Phase Project Tracking
Run Schematic Design, Design Development, Construction Documents and Construction Administration as tracked phases with budget vs. actual cost and margin on every one.
Rich Site Records
Sites are first-class records with GPS coordinates, an on-site supervisor, an estimated distance/travel time from the office, and scheduled site visits — not a single address field.
Architect Capacity Dashboard
A single-screen dashboard shows utilization percentage, availability, specialization tags and qualification status for every architect in the firm.
Permit Tracking
Permits move through their own workflow, kanban-grouped by state, with an expiring-soon flag so regulatory submissions never slip through unnoticed.
Cost Sheets to Sales Orders
Build an itemized cost sheet against a request, confirm it, and generate a sales order in one click — bridging scoping to selling.
Knowledge Base & CRM Integration
A standards/codes knowledge base sits alongside the work, and a native Architecture tab on CRM leads adds site, specialization and architect fields with matching filters.
How it works
Capture the request
A client or staff member logs a design request, from the portal or the backend, into a configurable stage.
Assign the right architect
The recommendation wizard ranks architects by specialization and current utilization so staffing is a one-click decision.
Design, version, approve
Architects publish design versions; clients review and leave feedback in the portal before a version is approved.
Track phases, bill, and report
Run SD/DD/CD/CA phases with budget tracking, permits, and cost-sheet-to-invoice billing on every project.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It manages the business workflow around design work — requests, versions, phases, staffing and billing — and links to your drawing files; it does not author or edit drawings itself.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Architecture Firm Management
Design requests, versioned client approvals, smart architect assignment, multi-phase projects, site records and permits in one place — with cost sheets that flow straight into sales orders.
Buy on Odoo App Store