Track every order from proposal to PTO with real-time status, team collaboration, and integrated chat — built for speed, accuracy, and nationwide coverage.
Live order status
Plan set100%
PE stamp100%
Permitting78%
Utility submission45%
PTO12%
Inside the portal
See the platform in action
Real screens from the PTOEdge CRM — drop in your own captures, or watch a quick walkthrough.
Profile
Project Details
Chat Application
Everything in one place
Portal modules
Dashboard
Profile
Plan Set
PE Stamping
Permitting
PTO
Team & Chat
Orders
Platform features
Built to run your approval pipeline
Real-time dashboard
Every project and its stage at a glance, updated live.
Order management
Place and organize orders across all your services.
Integrated chat
Message our engineers directly on any order.
Instant downloads
Grab stamped plan sets and permit packages anytime.
Team access
Invite unlimited teammates with role-based views.
Status alerts
Get notified the moment a milestone is reached.
Getting started
Up and running in a day
Create your account
Request access and we set up your company workspace.
Invite your team
Add coordinators, designers, and sales in minutes.
Place your first order
Submit a project and watch it move through to PTO.
No setup fees
The portal comes free with your orders. Invite your whole team, track unlimited projects, and only pay for the deliverables you request.