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Running the job

What project management looks like for a homeowner — and how Autotelic runs it

What a proposal, a retainer, a milestone, and one message channel actually mean during a build, and the client portal Autotelic runs today.

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For a homeowner, project management during a build should look like a small number of things, done reliably: a written proposal that both sides sign, milestones tied to actual progress rather than the calendar, a running file of documents (plans, permits, warranties), and one place to ask a question and get an answer — not five different group texts and a lost email thread. A retainer or deposit structure that ties payment to milestones protects both sides: the client isn't paying for work that hasn't happened, and the contractor isn't financing the whole job before being paid for any of it. None of this requires exotic technology — it requires discipline about which of these things happens, in writing, every time.

This is also where most of the frustration in construction actually happens — not usually in the physical work, but in not knowing where things stand, chasing down a document, or getting a different answer from two different people on the same crew.

Autotelic's client portal was rebuilt around exactly that list: a project page for each client covering the proposal, the money and milestones, the timeline, the files, and messages — one page per topic, in one place. A presented estimate keeps the same sections and layout choices the team set when it was built, an e-signature moves the proposal to a signed contract, and milestone invoices follow the schedule instead of a lump sum. One message channel per project includes Chloe's own replies alongside the team's, so a client isn't guessing which inbox to check, and photo updates get resized automatically as they're added. A reusable link gives repeat access without a new login every visit.

That portal runs the same way regardless of project type — an ADU, a home remodel, a new build, a commercial tenant finish or a venue all move through the same proposal-to-milestone structure once a project is under contract.

What it does

  • The client portal gives each project its own page: home, money, timeline, files, and messages.
  • A proposal moves to a signed contract by e-signature inside the portal.
  • Milestone invoices follow the project schedule instead of one lump-sum bill.
  • A presented estimate keeps the sections and layout the team set when it was built.
  • One message channel per project includes Chloe's own replies alongside the team's.
  • A reusable link gives repeat access to the portal without a new login every visit.

What it sees

No replay is published for this star yet.

What it replaced

Old phase: Build

Licensed trades executing one coordinated plan.

Today the build is managed in the rebuilt client portal — proposal, milestones, files, and one message channel — instead of a standalone construction log.

This is where /process/build used to point.

Old phase: Inspection

We find the issues before you do.

Today punch-list and inspection status live in the same portal timeline as the rest of the project, not a separate document.

This is where /process/inspection used to point.

Proof

No proof is published for this star yet.

The system layer

The system behind the client portal: how a proposal becomes a signed, milestone-tracked project.

Topology

  • Client portal
  • Proposal and e-signature
  • Milestone invoicing
  • Presented estimate renderer
  • One project message channel (with Chloe)
  • Photo derivatives
  • Reusable magic links
  1. Client portalProposal and e-signature
  2. Proposal and e-signatureMilestone invoicing
  3. Milestone invoicingPresented estimate renderer
  4. Client portalOne project message channel (with Chloe)
  5. Client portalPhoto derivatives
  6. Client portalReusable magic links

The one-day clock

  1. 17:00COO digest
  2. every 2 hoursBuild-desk PR pulse
  3. every 5 minutesFleet watch

Reveal the system layer

Questions

Where do I see my project’s documents?

In the files section of your project’s portal page, alongside the timeline, money, and messages.

How is the proposal signed?

By e-signature inside the portal, which moves it to a signed contract.

Is there one place to ask a question, or do I need to know who to message?

One message channel per project, which includes Chloe’s own replies alongside the team’s.

How do milestone payments work?

Invoices follow the project schedule as milestones are reached, instead of one lump sum at the start or end.

Talk to us about your project

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