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.

AI Assistants

Included

Bring your own assistant.

Connect Claude or ChatGPT to your practice and ask about live projects in plain language. The assistant signs in as you, sees only what you can see, and starts read-only.

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One address

Your own connector URL. Paste it in once.

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It acts as you

Your account, your role, your access.

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Live data

Stages, tasks, decisions, meetings, time.

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Changes you approve

Writing arrives as suggestions you confirm.

Ready to set out?

We're onboarding practices one at a time to make sure we get it right.

Get early access