Folio takes project information out of email and puts it in one place that your team, your clients and your consultants can all use.
Xefr comes with a pre-configured template for architecture and interiors practices. Start from the template, connect your systems, change what does not fit.
Drawings go out by email, reports come back by email, and the current version is whichever one somebody opened last.
Folio gives each client a login to their own jobs: the latest published drawings and how the open items are going. Consultants upload their own reports, and each one is filed into your SharePoint in the right folder.
Everything received is filed by hand on the server: the date, who sent it, what it is. Then it is filed again on OneDrive or Dropbox, because nobody outside the practice can reach the server.
Folio reads what arrives, names it and files it. If the document closes an item, the tracker updates with the document attached as evidence.
The fire strategy is in SharePoint, on the old project drive or in somebody's OneDrive, and its file name says nothing useful.
Folio has one search box across the practice's files and reads inside every document. Ask it a question about a job and it answers from the files and shows where each answer came from.
Planning conditions, heritage, building regulations and fire safety tend to live in a spreadsheet each, kept by whoever started it.
Folio holds them in one tracker with the same screen and the same workflow each time. One view shows every job against every tracker, so you can see which jobs need attention this week.
Typing drawing numbers and revisions into an issue sheet is slow, and one wrong revision letter is enough to cause trouble on site.
Pick who it is going to and pick the drawings. The numbers and revisions fill themselves in, and you keep a record of what went to whom, and when.
Models and working drawings stay on your server. Folio holds what you issue and what you receive.
One login for the practice, across every job. Clients and consultants see their own jobs and nothing else.
Your logo, your colours and your own web address. Keep the name Folio or choose another.
Talk on Friday. See it working on Monday. Tell us how your practice shares and files project information today, and we will show you the template set up around it.
Request the full tourThe full tour walks through every screen, narrated, on an invented practice. Tell us where to send it.
We will send your personal link within one working day.