Sidekick for Engineering Firms
Connect pursuits, projects, technical teams, approvals, time, and commercial control.
Manage client relationships, proposals, projects, staffing, milestones, documents, time, costs, invoices, and governed review workflows.
Start with Sidekick for Engineering Firms
Where the day gets stuck
Resource conflicts across engagements
Approval evidence fragmented
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
Business operationsSidekick ERP
Finance and operations on the same record.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
CommunicationsSidekick Voice
Business calling with real phones and real help.
ProtectionSidekick Protect
Know what is protected and prove it can recover.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Principal sees client and portfolio
- 02Project manager coordinates delivery
- 03Finance reviews utilization and margin
Workflow 1
turn a pursuit into a project
A practical Sidekick workflow that helps the team turn a pursuit into a project.
- Carry client and scope context
- Create project and budget
- Assign discipline leads
- Schedule kickoff
Workflow 2
route a technical review
A practical Sidekick workflow that helps the team route a technical review.
- Select controlled milestone
- Assign reviewers
- Capture comments and approval
- Release the next task
Workflow 3
review portfolio capacity
A practical Sidekick workflow that helps the team review portfolio capacity.
- Compare committed work
- Identify resource conflicts
- Model reassignment
- Notify project leads
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize project commitments
- Flag resource collisions
- Prepare review agendas