A-106 · Running the job
What project management looks like for a homeowner — and how Autotelic runs it
Once under contract, one client portal holds the proposal, the milestones, the files and one message channel.
- Project
- HOW IT WORKS
- Sheet
- A-106
- Sheet title
- PROJECT MANAGEMENT
- Rev
- 2026-09-26
- Set
- 17 SHEETS
- Status
- RELEASED
- 1ADU
- 2Home remodel
- 3New build
- 4Commercial
- 5Venue
- 6Project management
- Released
- In progress
- Not in service
- Internal — shown, never linked
- Seat on the base (alignment)
- Item no. → parts list
What a proposal, a retainer, a milestone, and one message channel actually mean during a build, and the client portal Autotelic runs today.
Released
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 module 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.
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.
Proof
No proof is published for this module yet.
Projects the client portal runs
Every project under contract runs through the same portal: proposal, milestones, files and one message channel. These are the project types it runs.
- Home remodels
- Bathroom Remodel Kitchen Remodel Basement Finish Whole-Home Renovation Home Addition Deck & Patio Outdoor Living Home Office Aging-in-Place Smart Home Package Solar Home Pre-Sale Renovation Storm Damage Restoration Historic Renovation Seismic & Structural Retrofit Emergency Repair How a home remodel runs
- New builds
- Custom Home Modular Home Townhome Development Multi-Family Green & Sustainable Build How a new build runs
- Commercial
- Tenant Improvement Retail Buildout Office Buildout Medical & Dental Buildout Retirement & Senior Living Warehouse & Industrial Flex Industrial Mixed-Use Church & Worship Education & Training Coworking Space ADA Compliance Federal & Government Pre-Construction Services How a commercial project runs
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
- Client portal → Proposal and e-signature
- Proposal and e-signature → Milestone invoicing
- Milestone invoicing → Presented estimate renderer
- Client portal → One project message channel (with Chloe)
- Client portal → Photo derivatives
- Client portal → Reusable magic links
The one-day clock
- 17:00 — COO digest
- every 2 hours — Build-desk PR pulse
- every 5 minutes — Fleet watch
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.