Capital Projects Manager

Every study you write becomes a pipeline of capital work.

The query tool is the primary feature — turning your reserve studies into a working, searchable inventory of upcoming capital projects sorted, filtered, and ready to act on. With 50–500+ studies a year, this becomes a very large pipeline.

Querying capital projects across reserve studies
Engineering firms

Reach upcoming capital work before anyone else does.

The query tool gives your firm a searchable, filterable view of every upcoming capital project across every study you've written. Sort by property manager, component type, or year — then track your outreach, scope conversations, and quotes in one place.

  • Sort by property manager or component type.
  • Filter by year or year-range — see what's coming in 2026–2029.
  • Built-in CRM to track outreach, scope, and quoting on upcoming work.
  • Reach out first to properties where you already know the replacement schedule.
Project query2026–2028
Asphalt — Parking14 properties
Roof replacement9 properties
HVAC units22 properties
Elevator modernization6 properties
CRM pipelineOUTREACH
Contacted18
Scoping7
Quote sent4
Won2
Property managers

Plan and stay ahead of replacements across your portfolio.

For property management firms with multiple strata or HOA clients, the Capital Projects Manager gives a portfolio-wide view of every upcoming replacement — sorted, filtered, and ready for budget planning well in advance.

  • Sort capital projects by property or by manager.
  • Filter by year or a range of years across the whole portfolio.
  • Complete inventory of common property — condition, life, cost, and quantities.
  • Avoid surprises: plan funding conversations and special assessments well ahead.
Portfolio-wide capital project planning
Component detail

Every component. Full detail. Ready to act on.

Behind every query result is a complete component record drawn directly from the reserve study — no data re-entry, no stale spreadsheets.

  • Condition, remaining life, and replacement year.
  • Replacement cost, materials, and quantities.
  • Site photos attached from the onsite inspection.
  • HOA, manager, and board contacts — in the same record.
Roof — Asphalt ShingleDETAIL
Building A · 14,200 sq ft38 photos
ConditionFair
Remaining life5 yrs
Replace2031
Est. cost$148,000
ContactsON RECORD
Property managerJ. Morrison
Board presidentA. Chen
PhoneOn file
See it on your studies

See the pipeline your studies already contain.

Book a 30-minute demo and we'll query your study data live — filtering upcoming projects by type, year, and manager so you can see what's already there.