Drafting firms face administrative disruption when clients submit revised reference drawings after a project scope is locked. Workspace369 handles these updates through client records, proposals, files, tasks and invoices in one system.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Every scope change is documented, updated files are organized, and the follow-up work is assigned and tracked by your team.
Key facts
CRM for drafting & cad services at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "log the revised reference drawing" to "generate and send the invoice".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
For a freelance drafter or a small CAD service that quotes per sheet or per project, Workspace369 covers Proposals with a deposit on acceptance, billable time for revisions and invoices from $29 a month on Cadet. Moxie from $12, Bonsai from $15 and Harvest's free plan cost less but do less; BQE Core and Monograph (quote or calculator pricing) go deeper on project accounting. None of these tools manage CAD files or markups.
| Tool | Entry price (monthly) | Billed yearly | Proposals on entry plan | Time tracking on entry plan | Main limit | Trial |
|---|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet) | $23.25 a month | Yes, deposit on acceptance | Yes | 5 active projects, 1 seat | 14 days, card required |
| Moxie | $12 (Starter) | $10 a month | Yes | Yes | No portal or automations | 14 days, no card |
| Bonsai | $25 (Essentials) | $19 per user a month | Yes (Essentials) | Yes (from Basic) | Per user; Basic has no invoices | 7 days, card to continue |
| BQE Core | See site (quote) | See site | Proposal builder in the separate CRM module | Yes | Quote-based, accounting-grade | None stated |
| Monograph | See site (calculator) | See site | Yes (proposal builder) | Yes | Demo first; Pipeline is an add-on | None stated |
| Harvest | $0 (Free) | $9 per seat (Teams) | Not listed | Yes | Free: 1 seat, 2 projects | 30 days, no card |
Prices and limits from each vendor's official pricing page, checked October 18, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
When a client sends a revised reference drawing after scope approval, the new file often gets lost in chaotic email threads. Without a structured location for client records and files, drafting operators continue working from outdated files. This lack of administrative control creates confusion regarding which version forms the basis of the current proposal, causing waste before the drafting team even opens their CAD production software.
Clients frequently assume that minor revisions to structural or architectural reference drawings do not impact the drafting workload. If your team updates the tasks without creating a new proposal, you perform unbilled work. Tracking these changes in client records and issuing updated proposals helps document additional CAD hours and invoice properly, preventing lost revenue from undocumented design modifications.
Technical feedback and administrative change requests are often scattered across multiple communication channels. When conversations about revised reference drawings are not linked directly to the project or task, administrative staff cannot verify the agreed scope. This breakdown makes it difficult to schedule resources or issue accurate invoices based on the actual drafting adjustments requested by the client.
Without clear documentation of when a revised reference drawing was received, clients may dispute invoices for extra drafting hours. If the client portal or files do not show the submission timeline, proving that a change occurred after the initial proposal approval is difficult. Administrative tracking must connect client records, files, and invoices to resolve these billing discrepancies clearly.
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
When a client sends a revised reference drawing after scope approval, an operator uploads the file to the client records right away. Record in the brief that a new reference file has been received. This ensures that the client file holds the latest client input, preventing the drafting team from relying on obsolete files before technical validation occurs.
Review the revised drawing against the original project scope. If the changes require additional drafting hours, create a new proposal within Workspace369. Send this proposal to the client for approval and e-signature to document the adjustments. This step helps prevent drafting work from proceeding on the new reference file until the client reviews the updated terms.
Once the client approves the updated proposal, update the project tasks and scheduling. Modify the tasks to reflect the revised drafting requirements. This keeps the project timeline accurate, allowing operators to see the updated task list and helping scheduling reflect the extra time needed to process the revised reference drawing.
Use the conversations feature to clarify any details regarding the revised reference drawing. Keep all communication linked to the project and files. This helps keep questions about deadlines, task adjustments, or proposal terms fully documented in one place, allowing the team to verify agreements without searching external emails.
After the drafting tasks are completed, generate the final invoice based on the approved proposal. Ensure the invoice reflects the additional drafting hours caused by the revised reference drawing. Send the invoice through the client portal, allowing the client to review the billed amounts alongside the historical proposals and files associated with the project.
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True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Keep CAD production, drawing control and technical validation in your specialized CAD software. Workspace369 runs the client work around each drawing set: client records, proposals, project files, tasks, conversations and invoices.
Workflow Automations can create tasks, send email or SMS, issue reminders and notify team members using supported triggers, conditions and timed waits. Email automations start at Cadet and SMS steps at Voyager; AI-drafted workflows start at Commander. Test the required event, owner and review step before enabling the workflow. Call triggers require a plan with voice. Simulated test runs and execution logs show exactly what the workflow will do with a sample revision.
Record the specific details of the revision in the brief. File versioning keeps each version of the drawing on the project. The drafter reviews the file and notes the scope impact, and workflow automations can send the team internal notifications.
Yes. Workspace369 includes proposals with a public approval and e-signing link, and deposit collection on acceptance on every plan from Cadet. Clients can access, view, and sign proposals directly through the client portal, which updates the proposal status within your records.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
