✦ Product FeaturesEverything you need.
Everything you need.
Nothing you don't.
Six core tools — built specifically for owner's representatives managing active construction projects.
30-day free trial · No credit card required
01
Portfolio · 01
Your whole portfolio. One screen.
- Live KPI tiles across every project
- Project health scores — budget, schedule, approvals
- Card, list, and map views
- Real-time team activity feed
- One-click navigation into any project
ownerlogix.com
Portfolio Dashboard01
02
Budget · 02
Every dollar. Always tracked.
- Original budget through final cost in one view
- Automatic variance calculation per line item
- Change order tracking with approval routing
- Contingency tracking with depletion alerts
- CSV import and PDF export
ownerlogix.com
Budget Tracking02
03
Schedule · 03
Know what’s at risk. Before it is.
- Phase and milestone structure per project
- Auto-detection of milestones within 3 days of due
- Daily alerts on overdue milestones until resolved
- Revision history — every date change is logged
- Schedule status visible on the portfolio dashboard
ownerlogix.com
Schedule & Milestones03
04
Approvals · 04
Approvals that actually get answered.
- Automatic routing when a threshold is crossed
- Two-factor approval for high-value items
- Delegation with defined scope and date range
- Daily reminders until the item is resolved
- Complete audit log of every decision
ownerlogix.com
Approval Workflows04
05
Reports · 05
Reports that write themselves.
- Auto-generated on your schedule — weekly, bi-weekly, monthly
- Pre-populated with live project data
- Branded with your firm’s logo and colors
- PDF and web-view delivery to client inboxes
- Document management with version control
ownerlogix.com
Reports & Documents05
06
Team · 06
Everyone sees what they should.
- Four roles — Owner, Admin, Member, Viewer
- Project-level access assignment
- @mention in comments and notes
- Availability and out-of-office status
- Real-time activity feed across all projects
ownerlogix.com
Team & Collaboration06
What's included by plan
Full plan comparison on the pricing page. Compare plans
| Feature | Starter | Professional | Business+ |
|---|---|---|---|
| Portfolio | |||
| Portfolio dashboard | |||
| Project health scores | |||
| Active projects | 3 | 15 | 50+ |
| Map view | — | ||
| Budget | |||
| Budget tracking | |||
| Change order tracking | |||
| Variance alerts | — | ||
| Unlimited line items | — | ||
| Schedule | |||
| Milestones & phases | |||
| At-risk auto-detection | — | ||
| Overdue daily alerts | — | ||
| Revision history | — | ||
| Approvals | |||
| Approval routing | — | ||
| Two-factor approval | — | — | |
| Delegation | — | ||
| Audit log | — | ||
| Reports & Documents | |||
| Standard reports | |||
| Auto-scheduled delivery | — | ||
| White-label branding | — | ||
| Document version control | — | ||
| Team | |||
| Role-based access | |||
| User seats | 1 | 5 | 20+ |
| @mention in comments | — | ||
| OOO backup routing | — | ||
| Notifications | |||
| In-app + email | |||
| SMS + push | — | ||
| Quiet hours | — | ||
| Email digest | — | ||
| Support | |||
| Help center + live chat | |||
| Priority email support | — | ||
| Phone support | — | — | |
| Onboarding sessions | — | — | 2 included |
| Feature | Professional |
|---|---|
| Portfolio | |
| Portfolio dashboard | |
| Project health scores | |
| Active projects | 15 |
| Map view | |
| Budget | |
| Budget tracking | |
| Change order tracking | |
| Variance alerts | |
| Unlimited line items | |
| Schedule | |
| Milestones & phases | |
| At-risk auto-detection | |
| Overdue daily alerts | |
| Revision history | |
| Approvals | |
| Approval routing | |
| Two-factor approval | — |
| Delegation | |
| Audit log | |
| Reports & Documents | |
| Standard reports | |
| Auto-scheduled delivery | |
| White-label branding | |
| Document version control | |
| Team | |
| Role-based access | |
| User seats | 5 |
| @mention in comments | |
| OOO backup routing | |
| Notifications | |
| In-app + email | |
| SMS + push | |
| Quiet hours | |
| Email digest | |
| Support | |
| Help center + live chat | |
| Priority email support | |
| Phone support | — |
| Onboarding sessions | — |
Ready to see it in action?
30-day free trial. No credit card required.
Questions? Email info@ownerlogix.com