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- Architecture Firm Management
- Who it's for
- Residential design practices
Residential design practices
Residential design practices often discuss several drawing issues with a homeowner before a fee stage is accepted. Architecture Firm Management keeps the project name, accepted issue and milestone fee beside the accounting document. Project Architect can explain the design basis while Billing Coordinator prepares the charge and Finance Manager reviews its financial treatment.
How Architecture Firm Management is set up for you
Drawing acceptance
Record the drawing revision and accepted date for the design milestone. Attach the correspondence that identifies the agreed issue so Practice Principal can decide whether it supports billing. A later drawing revision should prompt a clear discussion about whether the fee basis changed.
Client identity
Confirm the homeowner or other party responsible for the fee using the business partner code and contact details. Keep the intended client on the document when a project involves several contacts or a change in correspondence address.
Partial payments
Match verified receipts to the relevant invoice and retain any remaining balance. If a client sends money for a later stage, leave it unapplied until Cash Specialist can identify the intended charge.
Residential design practices often discuss several drawing issues with a homeowner before a fee stage is accepted. Architecture Firm Management keeps the project name, accepted issue and milestone fee beside the accounting document. Project Architect can explain the design basis while Billing Coordinator prepares the charge and Finance Manager reviews its financial treatment.
Pilot an extension or renovation engagement with an accepted schematic design issue and an open fee invoice. Use a realistic change: the homeowner accepts revision C, then asks for another drawing issue before the invoice is reviewed. Have Practice Principal identify the evidence that supports the charge and ask Billing Coordinator to explain the final line description.
Include a partial payment and a returned document in the rehearsal. Finance Manager should be able to trace the approved fee through the journal and Cash Specialist should explain the amount still open on the invoice. Agree the handling of CAD exports as part of [connection setup](/architecture-firm-management/integrations), then use [design acceptance to billing](/architecture-firm-management/processes/design-acceptance-to-billing) for the pilot handoff.
Features to start with
Roles on the team
- Project Architect
- Prepares project milestone and drawing revision evidence for the practice's billing review.
- Practice Principal
- Decides whether submitted design milestone evidence supports the agreed fee.
- Billing Coordinator
- Prepares client fee documents and line items and resolves returned billing evidence.
- Finance Manager
- Reviews financial documents and journals and owns accounting period reconciliation.
- Cash Specialist
- Verifies receipt evidence and applies confirmed client cash to the intended documents.
Set up Architecture Firm Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.