Every Phase I on one board, from site visit to final.

Projects move across the board as the work moves. The checklist is generated, the report starts, the final is approved, and anyone on the team can see where a job stands without asking.

Book a demoTake the product tour
Active2
26-0412Riverside Development
  • Checklist24 of 24 answered
  • Photo log38 photos
  • ReportAfter the checklist
26-0419Hialeah Industrial
Checklist 40%
Checklists1
26-0398Kendall Retail Pad
Generated
Reports1
26-0377Brickell Mixed Use
88% drafted
Completed1
26-0361Sunrise Plaza
Completed

Where every job stands, without asking.

The board and the dashboard read from the same projects, so status is never a separate spreadsheet to keep up to date.

  • A dashboard for the week

    Active projects, checklists and reports in progress, completed reports, and what is due next, at a glance.

  • Status on every card

    Each project shows its checklist, photo log, and report state, with the next action right on the card.

  • Deadlines on a shared calendar

    Project deadlines by day, week, or month, with overdue projects easy to spot.

  • Every deliverable, one click away

    Download the checklist, the photo log, or the complete final package straight from the project.

  • Field changes, flagged

    When a saved checklist change affects a report in progress, the card says so and opens the review.

  • Nothing deleted by accident

    Deleted projects wait in Recently deleted before they are removed, so a mistake can be undone.

How a project moves.

Four stages, in the order your team already works.

  1. 01

    Create the project

    Name, number, address, and due date. The address carries into the checklist, the figures, and the report.

  2. 02

    Walk the site

    The field app runs your checklist and photos. Generate the checklist and photo log when the walk is done.

  3. 03

    Write the report

    Start the report from the card. It opens with the project’s facts already in place.

  4. 04

    Deliver

    Approve the final, and the project moves to Completed with every deliverable ready to download.

Projects questions.

The board, the team, and pricing. There is more in the main FAQ.

Everyone in your firm’s workspace sees the same projects. What each person can change depends on their role.

Today the board is built around the Phase I workflow. If your firm runs other project types, tell us on a demo.

Per firm, not per seat, banded by headcount. Projects is included in the platform plan.

Works with the rest of Envee.

Every tool reads from and writes to the same project, so nothing is typed twice.

See your own projects on the board.

A walkthrough on a project like yours, from the site walk to the final.

Book a demo Take the product tour