Move work

Project management

Projects, phases, and delivery context alongside pursuit work.

When work is won, carry pursuit context into projects with phases, tasks, and visibility—so handoffs from BD to delivery do not start from a blank folder.

Open projects

01Capabilities

Everything you need

Built for review and follow-through—not a passive database.

01.1

Win-to-delivery handoff

The highest-friction moment is often right after the handshake—when context lives in email and the project record is empty.

Create projects from won pursuits without retyping relationship context
Keep deal stage and project phase visible to the team that owns delivery
Use comments and tasks to capture what changed during the pursuit

01.2

Run delivery with shared visibility

Seller-doers and project leads should see the same reality—not parallel trackers.

Organize work by project with phases that match how your firm delivers
Use board, list, or Gantt-style views where the product supports them
Filter and prioritize so stalled work surfaces before it becomes a client issue

01.3

Stay clear on what Toolblocks is

This workflow coordinates pursuit and delivery context—it does not replace invoicing, time tracking, or full ERP practice management.

Pair project views with calculators and research when technical context matters
Keep BD and delivery tasks in one workspace rhythm
Avoid overclaiming native billing or comprehensive budget control

Tools

Related calculators

Projects

Manage projects, track stages, and organize work

Project Phase Checklist

Track drawings and documents by AIA project phase

Task Management

Organize and track project tasks

Win better work.

Projects, phases, and delivery context alongside pursuit work.

Open projects

Industries

Popular across these fields

Architecture

Contacts, pursuits, and meeting prep—plus code references when the package needs a number.

Interior Design

Client relationships, active projects, and follow-up—with spec and code tools beside the work.

Civil Engineering

Agency and sub relationships, bid pipeline, and submittal tasks—with site engineering references.

Structural Engineering

Referral network, EOR pursuits, and review tasks—with member and load references in context.

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Other use cases

Follow up

Turn meetings and touches into clear next steps so momentum does not die in the inbox.

Events

Plan who matters at conferences and what to do after—so expensive attendance turns into pipeline, not guilt.

Track pipeline

Keep pursuits and project stages visible so the team sees the same reality and nothing quietly stalls.