Sidekick for Architecture and Design
Keep the client vision, project decisions, team work, and billing aligned.
Connect inquiries, proposals, projects, appointments, stakeholder communication, milestones, time, expenses, invoices, and portfolio follow-up.
Start with Sidekick for Architecture and Design
Where the day gets stuck
Scope and billing drift
Client updates assembled manually
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Sidekick CRM
Know every customer. Move every opportunity.
Business operationsSidekick ERP
Finance and operations on the same record.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
CommunicationsSidekick Voice
Business calling with real phones and real help.
ProtectionSidekick Protect
Know what is protected and prove it can recover.
Customer growthSidekick Sites
Publish the front door to the business you already run.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Principal manages relationship
- 02Designer sees decisions
- 03Project administrator tracks scope and billing
Workflow 1
move a design inquiry to kickoff
A practical Sidekick workflow that helps the team move a design inquiry to kickoff.
- Capture project vision
- Qualify scope and timing
- Build proposal
- Open the project
Workflow 2
record a client design decision
A practical Sidekick workflow that helps the team record a client design decision.
- Prepare decision context
- Capture approval
- Update scope and tasks
- Preserve history
Workflow 3
prepare a milestone invoice
A practical Sidekick workflow that helps the team prepare a milestone invoice.
- Confirm completed work
- Review time and expenses
- Resolve scope changes
- Issue invoice
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize decision history
- Flag scope drift
- Draft client milestone updates