Software for Engineering Consultancies: Report Revisions, Fee Stages and Tenders
Mythex lets an engineering consultancy build a client portal where every report and drawing carries its revision and status, quotes that state assumptions and exclusions, stage invoicing that mixes fixed fees and hourly work, a CRM for architects and tenders, and a searchable project library. Describe your practice and publish with a database.
The admin around the calculations
Structural calculations, surveys, feasibility studies and inspections are sold by project to architects, developers, contractors and homeowners. Engineers write site notes on paper or a tablet and type them up again at the desk. Reports go through revisions that live in shared folders and email chains, and a contractor building from revision B when C exists is an expensive mistake. Fees are fixed by stage, hourly or both, and design projects stall for months waiting for planning. Tenders ask for similar past experience on a deadline. A consultancy needs one record per project where revisions are unambiguous, scope is written down and stages get billed as they finish.
- Revision letter, date and status on every report and drawing
- Site inspection reports with photos captured once
- Queries from clients and contractors logged per project
- Quotes with assumptions, exclusions and site visits priced
- Fixed stage fees and hourly work on one invoice
- Past projects searchable for tender submissions
What you can build for engineering consultancies
A project portal where the current revision is obvious
Clients, architects and contractors log in to a project, see each report and drawing with its revision and status, and older versions stay available but marked superseded. Inspection reports carry their photos, and queries are logged against the project.
Build a client portal for my engineering consultancy. Each project has reports and drawings with a revision letter, date and status (current or superseded), site inspection reports with photos, and a query log. Clients, architects and contractors are invited per project and see only their projects.
Fee proposals that prevent scope creep
Scope by stage with inclusions and exclusions, site visits priced separately, assumptions such as drawings supplied by the architect, and validity and payment terms.
Create a quote app for my engineering consultancy with scope by stage, inclusions and exclusions, site visits priced separately, stated assumptions (for example architect's drawings supplied), validity period and payment terms, and an accept action that creates the project.
Invoices at each stage, not at the end
Fixed stage fees and hourly work on one invoice, disbursements like travel and testing fees, and retention on larger contracts.
Build invoicing for an engineering consultancy that combines fixed stage fees and hourly lines on one invoice, adds disbursements such as travel and testing, tracks retention on larger contracts, and lists completed stages not yet invoiced.
Architects, tenders and repeat clients
Clients, architects and contractors linked to projects, tender deadlines and outcomes, and a view of which architects send work and how often.
Make a CRM for my engineering consultancy linking clients, architects and contractors to projects, with a tender pipeline (deadline, submitted, won, lost), and a report of projects per referring architect per year.
A project library that doubles as tender evidence
Past projects searchable by sector, location, discipline and size, each with photos and scope, so a bid asking for similar experience takes minutes.
Build a searchable project directory for my engineering consultancy with a page per project showing sector, location, discipline, value band, scope and photos, filterable by sector and discipline.
A page for homeowners who need structural calcs
Explain what structural calculations are for an extension or knock-through, what drawings to send, typical turnaround and price, with an upload form for drawings.
Create a landing page for structural calculations for home renovations explaining what they are, which drawings to send, typical turnaround, a starting price, and an enquiry form with file upload for drawings.
Capture site notes once
Ask for a phone-friendly inspection form with photos, observations and actions that becomes the report draft. The engineer edits it at the desk instead of retyping from paper, and the issued report goes into the portal with its revision letter.
- Phone inspection form
- Photos attached to observations
- Draft report from the same record
Professional responsibility
Mythex builds the portal, quotes and records you describe. Calculations, design checks and professional sign-off stay with your engineers and your existing tools. State your qualifications and professional indemnity insurance on the website, and check the rules for record retention where you practise.
Questions
Can the portal keep track of report revisions?
Yes. Each file can have a revision and status, and older versions stay available but marked superseded.
Can clients send drawings with their enquiry?
Yes. The form can accept file uploads and store them with the enquiry.
Can I bill a mix of fixed fees and hourly work?
Yes. Invoices can include fixed stage fees and hourly lines together.
Can the CRM track tenders?
Yes. Add a tender stage with deadlines and outcomes, and a list of tenders due this month.
Do I need to code?
No. You describe your practice in chat and Mythex builds the apps. You adjust them by asking.
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