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How It Works

Connect. Deploy. Build.

You just use Smartsheet like you do. The system does the rest.

The Setup

Up and running in one session.

No migration. No data import. No training courses. Connect your Smartsheet account and you're live.

1

Connect Smartsheet

One-click OAuth. AXIOM connects to your existing Smartsheet account. Your data stays where it is.

2

Deploy a Template

Pick your project type. AXIOM copies the Gantt schedule and Client Portal sheet into your Smartsheet workspace.

3

Fill in the Details

Add your client info, selection dates, and schedule. Work in Smartsheet like you normally do.

4

The System Takes Over

Client portal goes live. Automated emails fire. Selection alerts run. You do nothing extra.

What Happens Automatically

You just use Smartsheet like you do. The system does the rest.

Client Portal

Live project data — 24/7

Clients check their schedule, payments, documents, selections, and change orders anytime. You stop making update calls.

Selection Alerts

5-tier automated escalation

7-day warning. 3-day warning. Overdue Day 1 client only. Day 3 client plus builder. Day 5 delay flag. All automatic.

Weekly Reports

Monday at 9 AM

Every client gets next week's scheduled activities pulled from the Smartsheet Gantt. Subject to change — no promises made.

Document Emails

Drop a file, client gets notified

Upload a document to Smartsheet. Client gets a branded email instantly with the file name, section, and date. Zero follow-up.

Sub Portal

Subs see their own schedule

Every subcontractor gets a read-only portal showing their tasks across all your projects. Live from the Gantt. No phone calls.

Project Tracker

Update from the jobsite

Tap progress on any task. Save all changes back to Smartsheet in one batch. Faster than opening Smartsheet on your phone.

Zero Data Custody

AXIOM never holds your data.

Every document, every schedule, every invoice lives in Smartsheet — a platform you own independently. AXIOM is the display and control layer. Cancel AXIOM and you keep everything. It was always yours.

What You Need

Requirements

Smartsheet Account

Business plan or higher. This is where all your project data lives. AXIOM reads from it and writes back to it. You may already have one.

AXIOM QX Subscription

Starting at $249/month. Includes every feature, every portal, every automation, every template. 7-day free trial, no credit card required.

Ready to run your operation like a system?

7 days free. No credit card. No obligation.

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