The admin that runs beside every project.
Estimates in Excel. Contracts in Google Docs, signed via DocuSign. Projects tracked in Asana. Change orders lost in email chains. Clients asking where things stand — again. None of it connected.
Three things stop happening on Monday morning.
The estimate gets accepted over email. Then you spend two hours writing the contract in Google Docs, uploading it to DocuSign, and sending a separate deposit invoice. The job can't start until all three come back — two to three days of delay on every single project.
Estimate accepted triggers the contract and deposit in one portal visit.
When Richard Sato clicks Accept on EST-0089, PrimeBase drafts the building agreement from the template — it lands in the Sato portal instantly. Richard opens the browser, reviews the contract, signs, and pays the deposit in the same visit. Alex gets a notification. The job is confirmed without a single email.
Halfway through framing, the client wants to add scope. You write it up in Word, export a PDF, send it through DocuSign, wait 2 days for a signature, and manually update the contract value. That's three tools and most of a morning for one change that took 10 minutes to scope.
Change order raised, approved in portal, contract updated. Two minutes.
Alex creates CO-001 directly from the Sato project — scope, cost, and reason. It lands in the client portal immediately. Richard approves it with one click. The contract value updates automatically, and both parties have a signed record stored on the project. No Word doc, no DocuSign link, no back-and-forth.
The client emails every week: "How are things going?" You write a project update, attach a PDF, hit send. They read it on Tuesday. Wednesday they have another question. You are running the project and also running a one-way news service for it.
Client logs into their portal and sees exactly where things stand.
Every client has a live project portal. They can see which phases are complete, what's in progress, and what's coming next — without calling Alex or waiting for an email. Change orders, signed contracts, and uploaded documents are all there too. One login replaces the entire weekly update routine.
Five modules. The rest are upside.
PrimeBase ships with eleven. For architecture firms and contractors, these five replace the disconnected stack running alongside every project — and they’re in every plan.
Projects
Track every project from concept to construction — phases, milestones, team assignments, and client-visible progress. Clients see exactly where things stand without asking.
Estimates
Itemised bids with materials, labour, markup, and payment schedules. Sent to the client portal — one click to accept, one click to generate the contract.
Smart Documents
Building agreements, change orders, specifications, and handover docs — drafted from templates, e-signed in the client portal. No DocuSign subscription.
Customer Portal
Clients review project progress, approve change orders, sign contracts, and access all docs from one login. Everything permanent — nothing sent by email.
CRM
Every lead, prospect, and client in one place. Track enquiry source, consultation notes, and project history across your whole firm — no spreadsheet required.
The things builders ask before switching.
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