Run every projectRun every project — plan check to close-out, proposal to paid, fee to invoice, hours to QuickBooks, less admin, more engineering.
That is the whole job. Proposal in, invoice out. The Word template you already use, the hours your people already log, the QuickBooks file Linda already runs. AxiView AI drafts the proposal in minutes and answers the Friday questions. Nothing typed twice.
Built for Mechanical, Electrical and Plumbing design firms. Other trades welcome. No card, no call. Demo firm resets nightly.
One project. Every phase, every hour, every dollar
Everything below comes from this one screen. Nothing is entered twice.
Nothing to migrate. Nothing to learn
You bring the Word template and the QuickBooks file. By Friday the first invoice has left. Here is what the five days look like.
Upload the template you already send
Your proposal .docx, as is. AxiView finds the fee table, the phases, the signature block. It fills them from now on. You keep editing in Word.
One platform for every project
From the first estimate through planning, delivery, construction administration, financials, billing and firm operations. Each shown from the real app. Tap one.
Proposals in the pipeline, three due this week
Your Word template, filled. Fee from what you won before. Shared as a link the client can sign.
Pipeline3 due
AxiView AI, throughout — estimate guidance · document intake · proposal drafting · project setup · project insights
Proposals in minutes. Answers on Friday
Upload the RFP. AxiView AI reads the scope, exclusions and phases, and drafts the proposal in your own Word template. Then ask it anything about the firm: fee burn, who is over capacity, which invoice is late. It answers from the project record and proposes the action. You approve it.
- Document intake — RFPs, scopes, old proposals become structured setup.
- The AxiView agent — ask in plain English, get numbers with sources, one-click actions.
- Never silent — drafts and suggestions, never a commit without you.
Your Word template. Your fee history. Their signature
AxiView does not replace your proposal. It fills it. The .docx you already send gets the client, the phases per trade, the fee table and the seal block. You still edit in Word, and the final upload is the record.
- Fee guidance from the jobs you actually won, by building type and size.
- Share as a link the client opens, reads, and accepts. You see when.
- Won becomes a project with the phases already on it. Nothing re-typed.
Every hour lands on a phase. Every phase knows its fee
Cross-trade rows, so Mechanical, Electrical and Plumbing on the same job are one line, not three timesheets. Expenses with the receipt. PTO on the same page. Sam approves on Friday in two minutes because there is nothing to chase.
- Billable or flagged at entry. No end-of-month archaeology.
- Expenses and time off on the same page, with the receipt attached.
- Fee burn updates the moment the week is approved.
Project in AxiView. Books in QuickBooks
Linda keeps her file. Invoices post to the customers and items she already has. Payment status comes back. Nothing is exported, imported, or re-keyed.
- Proposal → project → phases
- Hours by phase and trade
- Fee burn and budget
- Invoice prep · lump sum / T&M
- Customer and item, unchanged
- Invoice posted with hours attached
- Payments and AR
- Status mirrored back to the project
QuickBooks Online push is in review with Intuit. Status mirror follows.
All of this, from one small firm
The demo firm you can open right now. Three users, six live projects. Sample data, dated, never a mockup. Reset every night.
proposals in the pipeline, filled from one Word template.
Sept 2026live projects with phases per trade and a fee burn each.
Sept 2026invoiced this month. Four posted to QuickBooks, one draft.
Sept 2026hours re-typed into QuickBooks. Zero. That is the whole point.
Since day oneproposals won at the fee the estimator suggested. The two lost were both below the band.
Last 12 monthsfrom RFP upload to a proposal draft in the firm's own template. AxiView AI.
Harbor Dental · Sept 8to approve a week of timesheets. Because every row is already on a phase.
FridaysEvery number on this board comes from the demo tenant you can open today. Sample firm, sample clients. The screens are the real product.
Four refusals, on purpose
They are what let Linda say yes.
Never touches QuickBooks without a preview
Every push is a preview: customer, item, amount, hours attached. You see exactly what lands in the file before it does. Nothing writes back silently.
Never replaces your Word template
Your proposal stays a .docx you open in Word. AxiView fills it and files the version you upload back. No browser editor, no track-changes round trip.
Never meters, never upsells the integration
Unlimited projects, clients, proposals. QuickBooks and PE sealing are in every plan. The price on the page is the price.
Never trains on your work. Never keeps it
Your data is isolated per firm, US-hosted on AWS. Nothing your firm uploads trains a shared model, and AxiView AI drafts for your review, never commits for you. Leaving gives you the full export.
Pricing
Solo is $49 a month for one user. Firm is $35 a user for teams of 3 or more. Enterprise, let's talk.
Solo
One person running the whole firm
1 user
- Proposals on your own Word templates
- Fee estimator from your won jobs, per trade
- Cross-trade timesheets and expenses
- Invoicing by phase, pushed to QuickBooks
- Unlimited projects, clients, proposals
Firm
A small team, engineers and office together
Teams of 3 or more
- Everything in Solo, unchanged
- Roles and approvals for the whole firm
- Planning, resourcing, utilization
- AxiView AI: proposal drafting and project setup
- Audit-grade export: issuance and seal register
- Firm dashboards and analytics
- A forward-deployed engineer who sits with your staff through setup
Enterprise
Ten or more users, or a firm with its own rules
10+ users · priced per firm
- Everything in Firm, unchanged
- Purchase order and net-30 invoicing
- Migration off Ajera, BQE or Deltek
- Multi-office roles and approvals
- SSO and security review
- A forward-deployed engineer working alongside your staff, for as long as you need one
- A person who answers the phone
Quick questions
The demo is the trial. A working firm with real screens, no signup. When you are ready, pay for the month and use the thirty-day refund if it does not fit.
No, and it never will. QuickBooks stays the ledger. AxiView prepares the invoice from the project and posts it to the customer and item Linda already uses.
An invoice, on your existing customer, using your existing items, with the hours attached as a line note. You preview every push. Payment status mirrors back.
Yes. Upload the .docx files you sent. AxiView reads the client, fee and phases so your fee history starts full, not empty.
AWS, US-only. Encrypted in transit and at rest. Each firm is isolated at the database row. Audit log on every record. Nothing trains a shared model.
Mechanical, Electrical and Plumbing first, and the trades around them: fire protection, low-voltage, controls. Phases, hours and fee splits are per trade on every project.
Reads RFPs and scopes into a project, drafts the proposal in your template, suggests a fee from similar won jobs, and answers questions about the firm from the project record. It proposes. You approve. Nothing you upload trains a shared model.
Cancel from the billing page. Download the export bundle: every proposal, the issuance log, the seal register, the time history. It is yours.