Architect Industry

Architect Industry is specifically tailored for architects who engage in providing a comprehensive array of architectural services. These services encompass everything from conducting detailed feasibility studies and developing initial schematic designs to advancing through the design development phase. Additionally, architects in this field are responsible for overseeing worksite activities and ensuring that projects adhere to energy efficiency standards through thorough assessments and evaluations. 

 

Some Typical Business Flows in Architecture Bureau

Manage leads

Leads get created in the CRM by filling the "Contact us" form of the website or manually by the salesperson. Automated actions help to create activities at appropriated times (an action to call the potential customer is created when there's a new opportunity, a to-do action is generated when the opportunity is at the "needs analysis stage", a reminder and activity to cancel opportunity are created when the quotation is sent).

Create quote

From the opportunity, a quote can simply be created using the "create quote" button, and using one of the pre-created quotation template (services and quantities can be suited to the client's request).

Manage projects

Thanks to the services configuration, a project gets created automatically once the quote is confirmed by the customer. A set of tasks are created in this project, based on the sale order lines.

You can have a map view for the projects (projects are assigned a partner based on the projects location, either with the address or with the geolocation if there's no assigned address yet).

​Manage documents

​ Use the documents app to store and share all project documents. Sub-workspaces get created for each project, ​and link to these sub-workspace can be shared with customers so that they have a direct access to all produced ​documents.

Follow project profitability

​ Set a cost on each employee and use the Expense application to record project expenses. It's not just about labor and materials, but also about tracking the costs of those undercover subcontractors and any other project-related expenses. Open up the profitability report for your project, and there you'll see budgeted costs, actual costs, revenues, and profit margins. This will help you to figure out how to boost your profit.

Typical Odoo modules suitable for Architects companies used:

• Knowledge

• Timesheets

• Discuss

• CRM

• Calendar

• Contacts

• Website

• Documents

• Employees

• Project

• Sales

• Invoicing

• Accounting

• Planning

• Expenses

Solutions for Architecture Firms

Architecture firms handle complex workflows that involve multiple stakeholders, documents, and project stages. To efficiently manage these processes, many companies rely on integrated business management platforms such as Odoo.

Such systems allow architecture firms to manage their entire workflow in one place — from the first client contact to project delivery and invoicing.

Smart Project Management

Once a quotation is confirmed by the client, the system can automatically generate a project along with the necessary tasks. This ensures that teams can immediately start working while maintaining full visibility over project progress.

A centralized dashboard allows managers and team members to access all relevant information in one place, including documents, tasks, expenses, and invoices. This helps maintain clear communication and efficient collaboration across the project team.

Professional Quotations

Architectural projects often require detailed and customized quotations. Modern systems allow firms to create professional and personalized proposals tailored to each client and project.

Quotations may include:

• architectural services and phases

• quantity estimates

• CAD files

• 3D renderings

• technical drawings and blueprints

Using quotation templates also helps reduce preparation time while ensuring consistency and accuracy.

Financial Management and Profitability

Successful architecture firms need clear visibility over project costs and revenues. Integrated financial tools make it possible to track expenses, employee time, and subcontractor costs in real time.

Clients can be invoiced using different methods, such as:

• fixed-price contracts

• time and material billing

• milestone-based invoicing

This allows firms to closely monitor the profitability of each project and make better business decisions.

Resource Planning

Managing architectural projects requires careful coordination between architects, engineers, consultants, and external partners.

Planning tools help firms schedule employee workloads, assign resources to projects, and optimize team productivity. With better planning, architecture firms can ensure that projects are delivered on time and within budget.

Conclusion

Digital solutions are becoming essential for modern architecture firms. By implementing integrated business platforms such as Odoo, companies can streamline their operations, improve collaboration, and gain better control over project performance and profitability.

Book #free introductory call Schedule an appointment This will let us know better specifics of your business needs.