Setout

Features

Everything your practice — and your clients — need.

Structured project management for your team. A beautiful experience for your clients. Every module is designed for architecture practices.

Projects

The structured home for every project.

Every project gets a full structure from day one — stages, deliverables, decisions, and documents. Built around how architecture projects actually progress, not generic task boards.

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Stages & deliverables

Define project stages with deliverables, dates, and status tracking.

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Templates

Create reusable project templates. ArchiTeam and AIA agreement structures built in.

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Decisions

Every client decision recorded with context, options considered, and participants.

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Documents

Upload, version, and share drawings, reports, and documents.

Client Portal

A client experience worth showing off.

Your clients are making one of the biggest investments of their lives. Give them a portal that matches the quality of your design work — something they will genuinely want to show their friends.

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Timeline

A beautiful vertical journey through the project — past, present, and future.

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Calendar

Upcoming meetings, milestones, and deliverable dates in one view.

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Showcase mode

Premium

Full-screen cinematic experience — renders, floor plans, materials. The dinner party moment.

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Shareable links

Read-only, time-limited links for family and friends. No login required.

Team Tools

Your practice at a glance, your field work captured.

See where every project stands from one dashboard. Plan your week against real deliverables. Capture everything on site — even when the signal drops out.

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Dashboard

Every project, every deadline, every action item — at a glance.

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Work planner

Plan your week against deliverables and meetings. "Plan backwards from meeting" workflow.

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iPhone app

Pro+

Site photos with auto-tagging, inspection checklists, time entry, voice notes.

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Offline support

Full functionality on construction sites with poor connectivity.

Time & Billing

Every hour tracked, every dollar accounted for.

Track time the way it actually happens — timers, manual entry, travel time. Match it to fee structures that work for architecture: fixed, percentage-of-construction-cost, and hourly.

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Time tracking

Timer, manual entry, travel time. Smart defaults from calendar and GPS.

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Budget tracking

Burn-down charts, planned vs actual, fee vs hours comparison.

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Payment structures

Fixed, percentage-of-construction-cost, hourly — matching your agreements.

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Reports

Hours by project, stage, member. Utilisation. Unbilled time.

Reporting

Know where every project stands.

From individual project health to practice-wide analytics — see the full picture without chasing updates. Export branded reports for clients in one click.

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Project status

Current stage, deliverable progress, timeline, budget summary.

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Practice analytics

Utilisation, revenue pipeline, project portfolio overview.

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Schedule change log

Every date push with reasons and cumulative impact.

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PDF export

Branded reports for clients. White-label on Premium.

AI

Let Setout handle the admin.

Use AI credits for the repetitive work that eats into your design time. Every task shows its credit cost upfront — no surprises.

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Photo tagging

Auto-tag and summarise site photos (1 credit).

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Meeting minutes

Transcribe and summarise recorded meetings (1 credit/10 min).

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Progress reports

Auto-generate client-facing updates (3 credits).

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Proposal generation

Generate branded proposals from templates (5 credits).

Messaging

Add-on

Keep the conversation in one place.

Stop switching between email, texts, and WhatsApp. In-portal messaging keeps every conversation linked to the project, with delivery across the channels your clients actually use.

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In-portal messaging

Two-way conversation between architect and client.

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Multi-channel

Email, SMS, and WhatsApp delivery.

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Templates

Reusable message templates for common communications.

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Read receipts

Know when clients have seen your messages.

Developer API

Add-on

Build on Setout.

Integrate Setout into your existing workflows. Full API access for custom automations, third-party tool connections, and bespoke reporting.

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REST API

Full read/write access to projects, clients, and data.

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Webhooks

Real-time event notifications for custom integrations.

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Authentication

OAuth2 with scoped API keys.

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Documentation

Full API reference with examples.

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