Essential
The foundation:
- Kickoff call and onboarding plan for your engineering practice and active project portfolio
- Workspace setup with admin, engineer, reviewer and field roles
- Import of utility, feeder, substation and asset records from your spreadsheets or GIS export
- Load up to 24 months of controlled drawing revisions and study references
- Request intake form and work-request pipeline configured to your service lines
- Study report folders, equipment reference fields and engineering review templates configured
- RFP scope-extraction, intake checklist, and reviewer-assignment rules configured
- Readiness check on dashboards and controlled-revision rules before your first monthly cycle













