Choose your profession to customise your pipeline stages, checklists, and workflows. You can change this later in Settings.
🏛
Architecture
Residential & commercial architecture practices
🛋
Interior Design
Interior design studios & residential styling
🏗
Property Developer
Residential & commercial property development
🧱
Structural Engineering
Structural engineering consultancies
📋
Planning Consultancy
Town planning & development consultancies
🔍
Building Surveying
Building surveyors & property inspection
⚙
Other / Custom
Start with a simple pipeline and customise it yourself
Skip — I'll configure manually
TILE
PLANIT INNOVATIONS UK · PROJECT OS
▼
👤
Account
Users, logins & access
💳
Plan & Billing
Upgrade, version & info
🏛
Pipeline Profession
Change pipeline stages & workflows
🎨
Appearance
Branding & colours
▪
Grout Library
Reference docs for AI
🚪
Sign Out
0 ACTIVE0 FOLLOW-UPS£0 LIVE£0 AWAITING£0 REFUSED0 HRS THIS WEEK
⚙ SETTINGS
Account
Manage users, logins, roles and feature access.
Team Members
+ Add New User
Feature access (overrides defaults):
📣 Social Boost
📈 Gantt / Hours
📊 Dashboard
Your Email
Your Password
Company Branding
Customise how TILE appears for your practice. Only master accounts can edit this.
Business Details
Used by Grout AI for social content and business context.
Backup & Data
Protect your data with local downloads and Google Drive cloud backup.
JSON file with all data
☁️Google Drive BackupNOT CONNECTED
Connect Google Drive to automatically back up all TILE data to a "TILE Backups" folder in your Drive.
File Reference Format
Customise how job reference numbers are generated. Changes apply to new jobs only — existing references are preserved.
Prefix
Separator
Number Format
Starting Number
Preview — Next 3 References
▸ Prefix Codes (optional)
Add short codes to categorise jobs. E.g. P = Planning, D = Design, S = Survey. Codes are prepended to the ref number.
Integrations
X
XERO
COMING SOON
Automatic invoice sync, payment tracking and overdue alerts — connect your Xero account to keep finances and jobs in lockstep.
S
SAGE
COMING SOON
Sync invoices, track payments and surface overdue accounts — connect Sage to unify your bookkeeping with your project pipeline.
🔗 PRO CONNECT — EMAIL INTELLIGENCE
Upcoming email integration will monitor your inbox for project-related messages, auto-match emails to jobs by client name, address or reference, log communications, extract action items, and flag unknown senders for triage — all without leaving TILE.
G
GMAIL
COMING SOONPRO CONNECT · £119/mo
Full inbox monitoring, automatic job matching, communication logging, action extraction and unknown sender handling — powered by Grout AI.
O
OUTLOOK
COMING SOONPRO CONNECT · £119/mo
Same AI-powered email intelligence for Microsoft 365 — inbox monitoring, auto-logging, action extraction and smart sender routing.
Membership & Billing
Your current subscription, available plans and billing management.
Customise your brand colours, background and text.
Theme Preset
Brand Accent Colours
Primary Accent
#FF3EA5
Secondary Accent
#4ABCD4
Background Colours
Main Background
#0d0d1a
Card / Panel Background
#1a1a2e
Input / Deep Background
#12121f
Text Colours
Main Text
#f0f0ff
Secondary / Dim Text
#a0a0c0
Typography
Text Size
Font Family
Changes the body text font. Headings and code stay unchanged.
Logo
⬡
Upload Logo
PNG or SVG recommended · will appear in header
Practice Name
Shown in header below the app name.
📂 Drop file here — PDF, Word, image or text
⚡ GROUT SEARCH
⚡
Grout Search Results
Monthly Billing vs Target
Pipeline — Jobs by Value
Company Performance
Team Appraisals
Anthony
Grant
Daphne
Work
Deep Work
Meeting
Marketing
Networking
Admin
Time Tracking — Estimated vs Actual Hours
Estimated hours
Actual hours logged
Over estimate
📋 Actions
📅 Planner
Activity Log
Date & Time
User
Action
Detail
Job Ref
🗑 Deleted Jobs — 30-day RecoveryJobs are permanently removed after 30 days
Deleted
Job Ref
Client
Address
Fee
Action
📦 Archive
Completed, refused, withdrawn and closed jobs.
❓ Help & GuideEverything you need — searchable, always up to date
🔍
Navigation
Six tabs run across the top of the app.
⎵ Pipeline
Main kanban board — all live jobs across 14 stages
Dashboard
KPIs, billing progress, lead sources, company performance
Calendar
Month / Week / Day views with diary entries
Gantt / Hours
Fee and hours tracker by job and team member
Social
Brand Kit + Grout social content engine
Activity Log
Admin only — full audit trail
Pipeline
Jobs move through 14 stages from enquiry to site start. Drag cards or use Advance Stage inside the job detail.
Stage 1
Enquiry & Appointment
Stage 2
Measured Survey
Stage 3
Existing Info Prepared
Stage 4
Concept Design
Stage 5
Concept Revisions & Design Freeze
Stage 6 ⚡
Planning Submission — Social trigger
Stage 7
Planning Determination
Stage 8 ⚡
Planning Approved — Social trigger
Stage 9
Discharge of Planning Conditions
Stage 10
Building Regulations & Construction Drawings
Stage 11
External Consultant Input
Stage 12 ⚡
Building Control Submission — Social trigger
Stage 13
Contractor Pricing
Stage 14 ⚡
Ready for Site — Social trigger
⚡ Stages 6, 8, 12 and 14 trigger a Posting Opportunity in the Social tab automatically.
Job Cards
Click once to select — tray slides up with: 👁 Open · ✏️ Edit · 📝 Note · 🗑 Delete
Pipeline Pills
🟩 Green = live fees 🟡 Amber = awaiting 🔴 Red = refused/on hold
Job Detail
Open any job to access 6 tabs:
Overview
Contacts, fee stages, hours gauge, stage controls
Stage & SOP
Tick-box checklist for the current stage
Emails
13 pre-written templates — one-click copy
▪ Comms
Paste any message — Grout logs, summarises & extracts actions
Log
All notes and comms merged, newest first
Hours
18 task categories for time tracking
Fee Stages
Three buckets: Planning, Build Regs, Other. Names are renameable. Fees auto-total into pipeline pills and Dashboard.
Hours Gauge
Three rings: Max Profitable → Estimated → Actual. Goes red when actual hours approach max. CPH target set in Dashboard Settings (default £60/hr).
New Job — Grout Intake
Click + New Job → paste enquiry text → click ▪ Grout — Fill Form. Form is populated automatically. Use Fill manually instead to skip Grout.
▪ Grout — AI Engine
Grout is the AI layer inside TILE. It calls the Anthropic API directly — no data stored externally beyond the call itself.
Enquiry Intake
Reads pasted enquiries and fills the new job form
Comms Triage
Logs, summarises, extracts actions from any message
Social Boost
Generates content ideas and drafts posts from milestones
▪ Paste the whole email — not a summary. More context = better results. If Grout errors, check your connection.
🔒 Grout never includes client names or addresses in social content. Only planning authority area is used.
Dashboard
Live overview calculated from your pipeline. KPI cards: Active Jobs · Live Fees · Monthly Billing · Win Rate.
Dashboard Settings (PIN Protected)
Click ⚙️ Settings → enter PIN. Configure: monthly target, breakeven, CPH (default £60/hr), tier, company name.
🔒 Settings PIN is admin-only. It controls billing targets visible to the whole team.
Calendar
Three views: Month, Week, Day. Colour codes: Anthony #FF3EA5 Grant #4ABCD4 Daphne #7A8490
Click any day to add a diary entry. Job deadlines appear automatically when set from within job detail.
Social Boost
Pro-tier feature. Three parts: Brand Kit → Posting Opportunities → Post History.
Brand Kit
Upload logo and images, set colours, fonts, style notes. TILE extracts dominant colours from any uploaded image and offers to update your palette — one click to apply.
Posting Opportunities
Auto-appear at stages 6, 8, 12, 14. Click ✦ Generate 3 Ideas for Grout's content strategy:
🎉 Celebration
Client-first framing — their win, not yours. Warm & shareable.
🎓 Education
Teach something useful — gets saved and shared.
🏆 Authority
Expertise positioning — specificity builds trust.
Image Prompt Generator
Click 🎨 Create Image. Edit the brief → all 5 platform prompts update live. Formats for: Midjourney, DALL·E, Firefly, Canva AI, Claude. Brand Kit colours and fonts included automatically if saved.
Hours Tracking
Log time in the Hours tab (tab 5) of any job. 18 action categories across 6 groups: Client & Admin, Survey & Measure, Design, Documentation, Planning, Construction.
Live Timer
Floating widget — Start → Pause → Stop. Time is automatically logged against the selected job and action category.
Gantt / Hours Tab
Horizontal bars per job. Blue = within budget. Red = over budget. Filter by team member.
Backup & Data
All data lives in your browser's localStorage. It never leaves your device unless you export it.
Manual Backup
Click 💾 Backup in the top nav. Timestamped JSON downloads with all jobs, diary, settings, and activity log. Save to Google Drive after every session.
⚠️ Clearing browser cache deletes all TILE data. Always download a backup first.
Tips & Tricks
▪ Paste the whole email into Grout — don't summarise first. Full context = better extraction.
🎨 Set up Brand Kit before using Social Boost — even just colours and a font name transforms image prompts.
⏳ Start the Live Timer when you begin an action. Small entries compound into accurate fee tracking.
💾 Download a backup every Friday. 2 seconds. Protects everything.
📷 Stages 6 and 8 (Planning Submitted / Approved) are highest-engagement for architecture practices — don't skip Social Boost at those stages.
📣 Social BoostGrout-powered content from your live pipeline
🎨 Brand Kit✓ SavedUpload your logo, colours and fonts — every image prompt will be on-brand automatically▼
Logo
Click to upload logo PNG / SVG
Additional Images
Primary Colour
Secondary Colour
Background Colour
Accent Colour
Heading Font
Body Font
Brand Style / Aesthetic Notes
Strapline / Tagline
🎤 Brand Voice▸
Your Business
Company Name
Website URL
What You Do
Key Services
Content Tone
Sets the tone Grout uses when generating social content
This Is Us — Business Analysis
Grout scrapes your website and analyses your business to build a social media strategy
Linked Social Profiles
Add your social media profile URLs so Grout can analyse your brand voice across platforms
in
LinkedIn
Ig
Instagram
fb
Facebook
Tk
TikTok
X
X (Twitter)
Grout Brand Voice Intelligence
Grout will scrape your linked profiles, analyse recent posts, and produce a Brand Voice Intelligence report with tone, themes, content mix and recommendations.
Manual Input
Paste recent social posts below (one per line) and Grout will analyse them.
Grout Intel▸
Competitor Profiles
Track competitors across social platforms and websites. Click Analyse to get Grout insights.
No analyses yet. Save a competitor and click Analyse to get started.
⚡ Posting Opportunities
No new opportunities — advance jobs to key stages (Planning Submitted, Planning Approved, BC Submitted, Ready for Site) to generate ideas.
📋 Post History
📋
No posts drafted yet
Use an opportunity above to generate your first post
CONTENT IDEAS
▪ Context for GroutOptional — adds detail that shapes all 3 ideas
↓ Ideas — pick one, tweak the prompt, draft your post
✦
▪ Grout is thinking up ideas…
ADD GOAL
Goal Title
S — Specific
Description
A — Achievable R — Relevant
Metric Type
M — Measurable
Target Value
M — Measurable
Custom Unit Label
Period
Due Date
T — Time-bound
Status
NEW JOB
▪ Grout Enquiry Intakepaste an email or message — Grout does the rest
⚠ Confirm Roles — Who is the Client?
Grout found multiple people. Confirm which role each person plays before the form is filled.
Brief Summary
⚡
Grout Fee Advisor
Referencing 0 fee documents
⏳ Analysing project & referencing fee library...
⚡ Fee Advisor requires a Pro or Pro Connect plan.
⚡ Grout needs a little help with this one
I don't have enough data to suggest a fee for this project type yet. Enter your fee breakdown below and I'll generate the quotation letter for you.
💡 Upload previous quotations to your Grout Library to enable AI suggestions in future.
Total Fee£0
—
—
📝 Generate a draft fee quotation for this client?
Contacts
PLANNING
BUILD REGS
Total Project Fee£0
Statutory Fees (Indicative)
LPA Application Fee: Select a project type for estimate
Building Regs Application Fee: ~£200–£400
Statutory fees are indicative only, based on 2024/25 fee schedules. Paid directly to the LPA / LABC / Approved Inspector — not included in practice fees. Planning Portal charges a non-refundable service fee per online application.
🏗Include Build Cost Estimate▶
BUILD COST CALCULATOR
Project Type
Floor Area
Estimated Build Cost
Manual Override (£)
JOB DETAIL
⚡/
Contacts
Job Info
Address
Job Type
Lead Source
Quoted Fee
Assigned To
Enquiry Date
Priority
Client
Fee & Hours Budget
Brief
💳 Invoices & Payments
NEW INVOICE
Invoice Ref
Amount (£)
Invoice Date
Payment Due (days)
Current Stage
Stage Checklist
Move to Next Stage
📅 BOOK APPOINTMENT — schedule and log client meetings
Date
Time
With (name / contact)
Notes (optional)
▪ GROUT COMMSPaste any email, letter or message — Grout logs, summarises and extracts actions
📧 Want to use a template? Click here for stage-relevant emails
📎
Drop a PDF, image, or text file — Grout will read, analyse, and log it
PDF · JPG · PNG · TXT — auto-filed to Docs
📧 Email Templates— 13 stage templates, click to expand
🔒 INTERNAL — sequence numbers are for team reference only, not visible to clients
Select a template above to preview the email...
▪ GROUT SUMMARYReads all comms, notes and log — generates a plain English project briefing
LOG📞 Call💬 Message📧 Email📮 Letter🤝 Meeting🏛 Portal📋 Note⬡ Auto
No comms or notes logged yet. Add communications in the ▪ Comms tab first.
Action Time Tracking
Log Time Against Action
Planning Authority Contact
Key Planning Dates
▪ GROUT AUTO-EXTRACT
Grout will scan all logged communications and extract planning contacts, references and key dates automatically.
⬆
Drop files here, or click to browse
Photos · PDFs · Drawings · Any file — TILE will ask what it is