SCOPE & SELECTIONS
Keep the included work, deferred items and recorded selections attached to the property. A shared reference for the decisions that shape the project.
YOUR PROJECT.
IN FULL VIEW.
A serious property investment deserves a clear project record. The Apex client portal brings the scope, progress and supporting documents into one private workspace.
CLIENT PORTAL LOGINBUILT INTO THE APEX EXPERIENCE
VISIBILITY AT EVERY STAGE.
Explore how the project information is organized.
01 / YOUR PROJECT WORKSPACE
THE AGREED WORK. ON RECORD.
Review the scope and selections recorded for your property, with a clear distinction between included and deferred work.
- Scope of work
- Included items and work status
- Selections
- Recorded materials and finish decisions
- Deferred items
- Work identified outside the current scope
02 / YOUR PROJECT WORKSPACE
SEE THE SEQUENCE.
Follow the work plan by phase. Progress reflects tasks marked complete by the project team, with the schedule alongside it.
- Project phases
- A structured view of the work
- Task progress
- Completed and remaining checklist items
- Schedule
- Planned tasks and recorded crew bookings
03 / YOUR PROJECT WORKSPACE
THE WORK, DOCUMENTED.
Dated photographs and project updates give context to the work, whether you are nearby or managing the property from a distance.
- Photo journal
- Project photographs uploaded by the team
- Dated updates
- A record of the work as it develops
- Project history
- Updates kept with the property
04 / YOUR PROJECT WORKSPACE
KEEP THE FIGURES IN VIEW.
Review the recorded contract amount, draw schedule and payment history in the same workspace as the work.
- Contract amount
- The value recorded for your project
- Draw schedule
- Scheduled, invoiced and paid statuses
- Payment history
- A record of payments entered by the team
05 / YOUR PROJECT WORKSPACE
ONE PLACE FOR THE RECORD.
Access uploaded contracts, invoices and project reference files, with a downloadable snapshot of your project record.
- Project files
- Uploaded contracts, invoices and references
- Protected access
- Documents associated with your project
- Project record
- A downloadable snapshot of recorded information
Explore the features above. Client workspaces show the information recorded for each project.
A MORE INFORMED OWNERCLEAR RECORDS.
CLEAR RECORDS.
CONFIDENT DECISIONS.
For owners, investors and portfolio managers who need to understand the work, wherever they are.
WORK PLAN & SCHEDULE
Review the phases, task checklist and schedule. Progress is based on recorded task completion, so you can see what has been completed and what remains.
PHOTOS & UPDATES
Follow dated photographs and updates posted by the project team. See the context behind the progress without relying on separate message threads.
CONTRACT & PAYMENT RECORDS
View the recorded contract amount, draw schedule and payment history. Scheduled, invoiced and paid statuses keep the financial record in view.
DOCUMENTS & PROJECT RECORD
Access uploaded contracts, invoices and reference files. Download a project snapshot to retain the information recorded in your workspace.
ONE PROPERTY OR SEVERAL
Open the projects assigned to your client account from one project directory. Review each property in its own workspace, including active and completed projects.
THE RELATIONSHIP BEHIND THE RECORDPERSONAL COORDINATION.
PERSONAL COORDINATION.
A SHARED POINT OF REFERENCE.
Use the portal as a shared reference alongside direct communication with your project team. Your scope, project agreement and recorded updates give those conversations a clear foundation.
From the initial scope to inspection coordination, punch-list review and handover, the goal is a property prepared for its intended use—and a clear record of the agreed work.
EXPLORE OUR PROCESSNorth Alabama / Your next projectTHE PROPERTY IS YOURS.
THE PROPERTY IS YOURS.
MAKE THE NEXT MOVE.
Define the scope. Document the work.
Prepare the property for what comes next.