Coming Soon · Client Experience

AFM T|S
Client Operating System

A planned client-facing operating environment designed to make inquiry, quotation, document history and future project visibility clearer, more connected and easier to follow.

Current status: The architecture and client experience are in planning and system-design. Implementation has not yet started. AFM intends to begin implementation after the current design and rollout controls are finalized.

Why we are building it

A clearer way for clients to work with AFM.

Client work creates inquiries, drawings, quotations, revisions, clarifications, follow-ups and decisions. The Client Operating System is being designed to connect those touchpoints into one controlled relationship history — while keeping AFM's internal commercial and management information private.

Less repeated follow-up

Planned status visibility helps clients understand where an inquiry or quotation stands without repeatedly chasing AFM for basic updates.

Better continuity

Important quotation, revision and document history stays connected to the correct client and business record instead of being rebuilt from memory.

Controlled transparency

Clients see approved milestones, timing and documents relevant to them, while internal costing, margins, approvals and private management notes remain protected.

Planned client systems

Two connected systems. One client journey.

The current COS architecture contains two documented client subsystems. Both remain in planning and are shown here as planned capability, not as live functionality.

Client Subsystem 01 · Planned

Client Intelligence & Document Control

Designed to preserve useful client history and maintain a durable route back to the original quotation, drawing and supporting evidence.

✓One continuing client history instead of disconnected discussion records.

✓Quotation-centred document control to reduce mixing of drawings, revisions and commercial records.

✓Original source documents remain reachable when detailed verification is required.

✓Future discussions can continue with stronger context and less need to resend or re-explain information.

Client Subsystem 02 · Planned

Client Portal — Inquiry & Quotation Control

Designed to create a controlled client-facing journey from first inquiry through quotation, revision, follow-up and eventual conversion into an AFM job.

✓Submit inquiries and supporting drawings, PDFs, photos and project information in a structured way.

✓See client-facing inquiry status, assigned estimator and agreed quotation timing.

✓Respond to clarification requests against the same inquiry without creating a disconnected record.

✓View approved quotations and preserve revision history instead of overwriting previous versions.

✓Follow approved commercial updates and, where reliable, relationship metrics relevant to the client.

Planned experience

From first inquiry to connected job execution.

The first practical release is intended to focus on the pre-job commercial journey. Awarded work can then connect forward into future job-execution and payment visibility without rebuilding the commercial history.

01InquirySubmit scope, project context and supporting files.

02AFM ReviewEstimator assignment, site-visit context and timing review.

03ClarificationMissing information stays connected to the same inquiry.

04QuotationApproved quotation submitted against the controlled record.

05Revision & Follow-upVersions and approved follow-up history remain traceable.

06Award → JobCommercial history connects forward when work is awarded.

Access & privacy

Visibility by design — not everything becomes public.

The portal is planned as an optional AFM service. Registration alone will not provide access to client records; AFM verification is intended before access activation.

Clients are intended to see

Their own inquiry and quotation records.
Approved client-facing milestones and current status.
Assigned AFM contact/estimator information where appropriate.
Requested versus AFM-confirmed quotation timing.
Approved quotation and revision history.
Approved client-visible follow-up updates and future relevant project visibility.

AFM keeps internal

Internal costing and margin information.
Private approvals and management discussions.
Internal checkpoint detail and operational notes.
Negotiation strategy and internal commercial judgments.
Internal profitability and confidential management metrics.
Any record not explicitly approved for client visibility.

Coming soon — with controlled implementation.

AFM is documenting and refining the architecture before development begins so the client experience is built around real operating needs, controlled access and one reliable business record.

Public status statementCurrently in planning and system-design. Implementation has not yet started and is intended to begin after the current design and rollout controls are finalized. Features shown on this page describe planned capability and may evolve before release.

AFM T|S · Client Operating System

Your Clarity Shapes Our Future.

The objective is not to replace the relationship between AFM and its clients. It is to give that relationship better continuity, clearer visibility and stronger control as it grows.

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AFM T|SClient Operating System