Engineering firm software and CRM
RegiaPro is business software for self-employed engineers that keeps your practice in order alongside your analysis software: fee quotes, engagement letters, payments and invoices on one side, and on the other a CRM that remembers which client is waiting for an answer. Your profession is already selected in the steps below.
Built for more than 50 trades: this one is already set up for yours
Engagement accepted
documents and deadlines in one record
Today in RegiaPro
Example with made-up data
9
Active engagements
+2 this month
4
Deadlines
this week
€5,800
To be collected
3 fee notes open
Engagement accepted by the client
8 min ago
Fee note sent
yesterday
Case deadline on Friday
yesterday
- Free for 14 days, no card needed
- Works in the browser, on your phone too
- Calendar synced with Google and iCloud
- WhatsApp messages already written
- Invoices from your Fatture in Cloud, from the Pro plan
- Public prices, the same for everyone
Type of work
What do you do? If you can’t find yours, the last option is just fine.
What do you need? The basics for engineering firm software and CRM are switched on. Switch on what you really need: we pick the plan from here.
Your RegiaPro is ready.
Tap a plan: below you see what is inside.
There is only one price list. Photo galleries come with every plan: if you don't deliver photos you simply don't open them, and the price stays the same. Compare all the plans
What you get with
The menu
An enquiry record
The fields of your trade are highlighted
The stages of the job
Where every job stands, at a glance
Engineering software earns its keep when jobs overlap: a structural design waiting to be filed, site supervision that lasts months, a survey report needed yesterday. Your calculations stay in your own programs; RegiaPro keeps clients, proposals, signed engagements and payments, from the browser on your computer or on your phone on site, from €19.90 a month.
What you’ll find inside RegiaPro: from enquiry to invoice
One program for clients, proposals, engagements and invoices. Tap a card to see how it works.
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One record per client
Calls, quotes, contracts and payments in date order: when they call back six months later, you know at once where you left off.
The Lead module -
Who to call back today
Every morning, the list of people to get back to, with the WhatsApp message already written. It goes from your own number, when you decide.
Follow-ups and messages -
Quotes from your own template
The PDF with your logo, sent as a link: you know when it was opened. If there is no reply, the program brings it back to you after 3, 7, 14 and 30 days.
The quote -
The contract without retyping
It comes from the accepted quote, with the details already in, and comes out as a PDF ready to sign. From the Pro plan.
Which plans include it -
The site visit
It is a stage of the job, with its own date; the travel cost is worked out on the real route.
The costs of each job -
Consulting on a retainer
The draft invoice for each period gets ready on its own. From the Pro plan.
Fees and renewals -
Deposit, balance and invoice
Deposit and balance are recorded separately, each with its own date. The invoice comes out of the record with numbering that carries on by itself: from the Pro plan, with the XML file from the Studio plan.
The plans compared -
The calendar you already have
Appointments and jobs in your phone’s calendar: RegiaPro connects to Google Calendar and iCloud.
The connected calendar -
What is really left
A job’s costs come off that job, the business costs off the year: in December you know what is left, not just what came in.
The figures of each job -
From your phone, on site
It works in your phone’s browser: open the client’s record and attach photos and documents, up to 15 MB each.
How it works
RegiaPro up close: the real screens
This is what the program looks like inside. Sample data: the clients, the jobs and the amounts are made up.
Engineering firm software: for practices working for private clients and colleagues
RegiaPro is built for the self-employed engineer or small practice, with one or two collaborators, working for families, small businesses and other professionals. These are the services that are easiest to follow with one record per job.
Structural calculations and seismic filings
Strengthening a floor, an opening in a load-bearing wall, an extension: calculations, report, drawings and the filing or approval at the relevant regional office, with a date the builder is waiting for.
Structural site supervision
Weeks or months of site visits, minutes, photos of pours and steel sections, right up to the report on completed structures. It’s the job where it’s easiest to lose track of what has been done.
Structural inspection by an independent engineer
A job the client gives to an engineer other than the one who designed and supervised the works, with visits, document checks and a final report to deliver.
Surveys, expert witness work and party consultancy
The leak damaging the flat below, the crack to assess before buying a house, the expert report for one side in a lawsuit. Short jobs, often urgent, with plenty of documents to keep.
Where an engineer loses time
You’ve had the structural numbers under control for years. What gets complicated is everything else: who passed you the job, which proposal they signed, whether the filing has gone in, how much they still owe. In RegiaPro the CRM handles clients and follow-ups, while the business software keeps fees, engagement letters, bank transfers received and invoices.
Day one: the structural jobs already open
Start with your open jobs: one record for each job in progress, with the next deadline, the agreed amount and the documents already signed. From that day the agreed deliveries sit in your calendar and each job shows how much the client still has to pay.
CRM for engineers: clients and projects without losing the thread
For an engineer the client often doesn’t come alone: an architect, a surveyor, a builder or a property manager brings them. Here are six points where a project usually gets stuck, and what RegiaPro users find in their place.
The job comes from the architect
The architect passes you the number of a couple renovating, and you save it in your contacts without noting who sent them.
In RegiaPro the job starts already tagged “Collaborator”, and the notes record which architect referred it to you.
The proposal waits on a family decision
The client has to talk to the bank, the builder, the in-laws; a month later nobody has called back.
In RegiaPro anyone who received your fee quote and went quiet comes back to the top after three days, then after a week, two weeks and a month.
Design, supervision, survey: the same client
First the design, then site supervision, two years later the survey for the garage: and every time you’re hunting for their tax code and address.
In RegiaPro the details of whoever pays are entered once and apply to all their records.
Calculation reports scattered across emails and folders
The architect’s measured survey, the photos of the wall, the filing receipt, the minutes signed on site.
In RegiaPro they all go on the job they belong to: PDFs, Word files, photos, each up to 15 MB.
The builder has already put up the scaffolding
If the design hasn’t been filed when the builder has already put up the scaffolding, the delay costs you your relationship with everyone.
In RegiaPro the confirmed delivery shows up in your calendar, and with an important note you get a reminder seven days before the date.
What a structural calculation really earns
The colleague who helped you with the survey, copies of the drawings, the mileage to the site out of town.
In RegiaPro colleague, mileage and small expenses are logged on the job, and the Report subtracts them from the month’s earnings and from the channel the job came through.
Structural design in the software: an opening in a load-bearing wall step by step
Here is a job that is real in form and invented in content: names, dates and amounts are there to show the path through RegiaPro and are not a fee scale.
The case: joining kitchen and living room in a 1970s terraced house
On 3 March Luca and Sofia call you. They’ve bought a terraced house and want to open a three-metre gap in the load-bearing wall between kitchen and living room. The architect handling the renovation already has the measured survey and gave you their number; the builder would like to start on 5 May. They need the design of the steel frame, the seismic filing and then someone to supervise the structural works.
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Frame design and site supervision: two records
You open a first record for Luca with phone, email, source “Collaborator” and the town where the house is: that’s the one for the design and the filing. Since Luca is paying, under “Who to address documents to” you enter his tax code and address. When site supervision comes along, you’ll open a second record for the same client, with his details already there; searching “Luca” will always bring up both. In the notes of the first you write the street and floor, wall thickness, clay-and-concrete floor, the names of the architect and the builder. Once the record is saved, you attach the survey as a PDF and the photos of the wall.
The figures of each job -
The fee quote for the frame
On 9 March, after the site visit, you enter the amount on the record, €1,900, and generate the fee quote: a PDF with your practice letterhead, the client’s name and the wording of your template, including how many days the offer is valid. The fee sits on one line; you list the services in the note printed at the bottom: check of the wall and floors, calculation of the steel frame, report and drawings, seismic filing, professional indemnity policy details. You send it by email without leaving the job: the status becomes “Quote sent” and the history logs it.
The quote from your template -
A second opening, a second quote
On 16 March Sofia asks whether the door to the storeroom can be opened too. You change the fee to €2,300 and from the same record generate a second fee quote, 15/2026-P; 14/2026-P isn’t touched and keeps the €1,900 proposed earlier. If nobody had replied, from 19 March Luca would have appeared among the clients to call back on the home page.
The quote from your template -
Luca signs the engagement letter
On 20 March Luca accepts. With the Pro plan you generate the engagement letter: your template carries the title “Professional engagement letter” and your practice’s clauses on timing, variations and payments. RegiaPro fills in the client’s personal details and tax code, the date, the fee and the sequential number, plus the list of services taken from the notes. It is signed at your office, on the printed PDF.
The contract, from the Pro plan -
14 April in the calendar, the builder to call back
You set the status to “Confirmed” and the date to 14 April, the day set for delivering the design and filing: the appointment goes into Google Calendar or iCloud on your phone. As an important note you write “get the builder to confirm the start date and the site manager’s name”: RegiaPro puts it among your tasks on 7 April. If the builder moves everything back a week, you move the event on your phone and a few minutes later the record has the new date.
Follow-ups and messages -
The floor colleague and Luca’s bank transfer
On the record you log the collaborator who checked the floor with you, €250, and under extra costs €40 for copies of the drawings. On 14 April the filing goes in and Luca pays the €2,300 by bank transfer: you note the date and payment method. With the Pro plan the invoice is generated from that job and carries the client’s details and the number following the last one issued.
Invoices and payments in the plans -
Steel sections and pours in the second record
On 22 April you open the second record for Luca: structural site supervision, €1,200, date 5 May, already linked to his tax details. As the town you enter the one where the house is and work out the travel costs for the visits. The important note “check sections and plates on site before the pour” reaches you on 28 April. During the works you attach photos and minutes; on 20 June you deliver the report on completed structures, Luca pays the balance and you prepare the invoice for this second record.
Invoices and payments in the plans
The numbers on Luca and Sofia’s frame
Design and filing €2,300, site supervision €1,200: €3,500 received. Take off €250 for the collaborator and €40 of copies and €3,210 is left, before tax, pension contributions and travel. On the two records there are two quotes, an engagement letter, the photos, the minutes and two invoices; the Report adds those amounts to the year’s result and to the line for jobs referred by colleagues.
Luca and Sofia’s job in a table (example with invented data)
| Date | What happens | What you do in RegiaPro |
|---|---|---|
| 3 March | Phone call on the architect’s recommendation | First record, source “Collaborator”, survey and photos attached |
| 9 March | Proposal for one opening, €1,900 | Fee quote 14/2026-P, services listed, sent by email |
| 16 March | The storeroom door is added | Quote 15/2026-P for €2,300, the first stays archived |
| 20 March | Luca accepts | Engagement letter in PDF with details filled in, signed at the office |
| 7 April | One week to delivery | Important note reminder: call the builder |
| 14 April | Seismic filing delivered and payment | Bank transfer logged, invoice for the first record |
| 5 May - 20 June | Structural site supervision | Second record with travel, photos and minutes, balance and invoice |
Site supervision and structural inspection: long jobs in the CRM
Jobs that last months test your memory more than complicated ones. In RegiaPro each has its own record, with everything that has happened written in the history.
Design, supervision and inspection kept separate
Design, site supervision and inspection can have different timings, amounts and payments. Opening one record per service keeps quotes and payments apart, while the payer’s details stay the same and a search by name shows them all together.
The history of a structural site
The record’s history keeps in order the emails sent, WhatsApp messages marked as sent, your notes, status changes, documents prepared and payments. Six months later you know when you wrote to the client and when they paid in full.
Reinforcement photos and the completion report
Start-of-works minutes, photos of the reinforcement, material certificates, report on completed structures: you attach them to the record as you go, and on the day of final delivery you have them all to hand.
The inspector and the documents to request
When a client or builder asks you for an inspection, you open the record with the visit date and attach, as they come in, the filed design, the site supervisor’s report and the material tests. In the important note you write what to get sent before the visit: the reminder arrives a week in advance.
Engineering fees: from quote to payment in the software
People searching “engineer fees” want to know what a service costs; engineers writing a fee quote want a clear document and a record of what they proposed. In RegiaPro the fee quote comes out of the client’s record in a few minutes.
The engineer’s fee and insurance, in writing
Italian law requires engineers to state in writing what the job will cost, how complex it is and which professional insurance they work under. The PDF quote carries your logo, your details and the client’s, and the services written in the note.
One opening or two: versions of the fee quote
Design only, design with site supervision, two openings instead of one: each version has its own number and stays archived. When the client says “but you told me…”, the dated PDF answers for you.
Clients who still owe the engineer
Every payment, from the advance to the instalments, is logged on the job with the date and payment method. When you open RegiaPro you see straight away which clients haven’t paid in full yet.
Engineering practice invoices
On the Pro plan the invoice comes from the job, addressed to the client, with numbering that restarts in January. Move up to the Studio plan and every invoice also comes out as an XML file for Italy’s SdI e-invoicing system, and at year end you find them all in one archive for your accountant.
Architects, builders, property managers: who brings in jobs
The Report shows payments received and margin by source, and you choose the sources: fellow architects, builders, property managers, word of mouth, your website. If you choose project-based work, overheads also take on the categories of a technical practice, such as “Technical equipment and software” and “Car and site visits”.
A genuine RegiaPro screen, filled in with test figures: the practice’s fixed costs by category. A colleague paid for a single project is logged on that job instead.
Want to see it with your own work?
Fourteen days with the Full plan features, no card needed. Then you decide.
Free photos from Pexels and real screenshots of the software, with made-up data.
Professional engagement letter: what to put in it
The engagement letter is the document that gets engineer and client to agree before the first calculation. On RegiaPro’s Pro plan you set up its wording once, and for every new job the client and figures fill themselves in.
Calculations, drawings, seismic filing: the services engaged
What you do and what is left out: survey, calculations, drawings, seismic filing, structural site supervision, inspection. They go in the job notes, from which a placeholder copies them into the engagement letter: the template doesn’t change from one job to the next.
Delivery of drawings and regional office timescales
When you’ll deliver the drawings and what that depends on: the architect’s survey, site investigations, replies from the regional office. The agreed date is filled in automatically too.
The structural fee in the engagement letter
Total fee, advance and balance come from the job, as do the client’s tax details: what gets signed matches what you’ll actually receive.
Professional insurance, variations and stalled works
Professional indemnity policy details, how variations and extra services are handled, what happens if the works stop: clauses you write once in the template and never copy out again.
The engagement letter signed at the office or on site
The printed engagement letter is signed at your office or on site; the scanned original stays on the job, next to the fee quotes.
Software for engineers: business software alongside your analysis programs
Anyone looking for engineering practice software finds very different products under the same name. On 14 September 2026 we reviewed two searches and studied the pages of three management packages designed for technical practices; on Google Italy, for “software per ingegneri” (software for engineers), the first page is almost entirely analysis and design programs. None of the three showed a price, and the word CRM was missing entirely from the result titles.
| Project management software for firms | Analysis and design programs | RegiaPro, business software and CRM | |
|---|---|---|---|
| Who it's for | Larger practices and firms with several roles | People who model and check structures | Self-employed engineers and small practices working for clients |
| What it handles | Projects, hours, progress, deadlines, management control | Models, calculations, drawings, reports | Clients, fee quotes, engagement letters, dates, payments, invoices |
| Price | Not stated on the pages we read | Varies from software to software | From €19.90 a month, published |
| How to try it | Demo or contact form | Downloadable trial version | 14 days with the Full plan switched on |
Right for the engineer who
- works alone or with one or two collaborators, for private clients, businesses and colleagues;
- needs to know which fee quotes are awaiting an answer, which jobs are signed and which clients still have to pay;
- wants to know the price before booking a demo.
What the engineer finds on day one
- one record per job, with client, source, notes, attachments and history;
- numbered PDF fee quotes and, from the Pro plan, engagement letters and invoices;
- deliveries in your phone calendar, the cost of trips to site and a Report split by who refers you the work.
How to start: three steps, no card needed
You sign up, try it on your real work, and only decide at the end.
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Sign up in a minute
Your name, your business name and your email. We don’t ask for a credit card: access starts when you confirm your email.
Start the trial -
Set it up for your trade
Menus, record fields and job stages speak your language. You connect the calendar you already use.
Choose your trade here -
Try everything, then choose
Fourteen days with the Full features. At the end you choose a plan, or you stop: nothing renews on its own.
See the plans
What RegiaPro engineering firm software costs
The prices are on the website and they’re what you pay. For an engineer three plans matter, plus a two-week trial.
Start for the self-employed engineer: €19.90 a month
Paying yearly, €199. Unlimited jobs, follow-ups on fee quotes left pending, reusable WhatsApp texts and up to ten fee quotes a month. For engagement letters and invoices you need Pro.
Pro for those handling structural jobs: €34.90 a month
€349 if you pay yearly. It adds the PDF contract with the client’s details already filled in, and numbered invoices. It’s the plan for those handling jobs all year round.
Studio with e-invoicing for engineers: €59.90 a month
€599 a year. On top of Pro you get the XML for e-invoices and, in January, the previous year’s invoices gathered together for your tax adviser.
Fourteen days on your first structural job
The whole Full plan, and no credit card to enter. Access opens by itself as soon as you confirm your email; when the fourteen days are up, you choose your plan.
Then there’s Full, €44.90 a month, built for those who deliver photos and videos. All the differences are listed on the pricing page.
Why you can trust it: your data stays yours
What matters before you put your clients into a new program.
Your data stays in Europe
On servers in Europe. Each business sees only its own data: the database itself enforces the separation.
If you stop, your data stays yours
The account goes read-only and nothing is deleted unless you ask. We send you a copy in a readable format.
Prices written up front
A public price list, the same for every trade: you can read it on the pricing page before you sign up.
You talk to a person
Born in a studio in Tuscany, not in an office. Write to info@regiapro.it or use the contact page.
FAQ for self-employed engineers
How do I list the individual services in the quote?
The agreed amount goes on the record, and the services in the quote note: survey, calculations, drawings, seismic filing, site supervision, with timings. The client finds them printed under the figure and knows what they’re accepting before signing.
How do I handle design and site supervision for the same client?
Open a record for each service, linked to the same payer details. Each keeps its own fee quote, dates and payment, and searching by the client’s name brings back the whole series, archived ones included.
Can I attach drawings, minutes and filing receipts?
Yes. On every saved job you upload PDF or Word documents and JPG or PNG images, up to 15 MB each: calculation report, drawings exported to PDF, receipts, signed minutes, site photos. They stay on the job record, ready to pass on to the client or the inspector.
How do I prepare the engagement letter?
On the Pro plan you set the title and clauses of the engagement letter once. For each job RegiaPro fills in the client, tax code or VAT number, date, fee, advance, balance and number, and brings in the services written in the notes; all that’s left for you is to print it and have it signed.
How do I record who passed me the job?
You note where the job came from, choosing from options you create in “Settings”, such as “Architects”, “Builders” and “Property managers”. The Report shows for each one how much you’ve received and how much you kept, so you see which partnerships pay off.
Do job dates go into my phone calendar?
Yes, if you connect Google Calendar or iCloud: confirmed records appear with date and time. If you move the event on your phone, a few minutes later the date updates in RegiaPro too.
How do I get started with the jobs I already have?
Create a record for each open job, with the agreed amount, payments already received and signed documents. Add other clients when they come back, and from then on a search by name or phone brings up their whole history.
Can I use it on site?
RegiaPro opens in the browser, on your phone too. On site you open the job record, reread notes and services, and attach straight away the photos of the reinforcement or the minutes just signed.
Page updated on 14 September 2026. We checked every feature mentioned in RegiaPro; Luca, Sofia and every amount in the case are fictional, and the comparison is based on public pages viewed on the same date. If something in RegiaPro works differently from this description, drop us a line at info@regiapro.it: we’ll correct the text.
Try RegiaPro on your next structural job
The next client who asks you for a calculation, add them to RegiaPro and follow them through to the bank transfer: two weeks is enough to see whether your practice gains from it. During the trial Full is unlocked in every feature; afterwards, the choice of plan is yours.
Other technical trades: software for health and safety coordinators, software for architects, software for surveyors. You’ll find every other profession starting from the who it’s for page.