Help Center

AEC Stack starts your construction business, runs your back office, and brings you work. Here's how to get going:

1. Tell us your trade and goals: Your trade, location, and what kind of company you want to build
2. We set up your company: Incorporation, CRA, WSIB, licensing, insurance, and safety, 49 steps across 8 phases, handled for you
3. Your operations start running: CRM, document management, morning briefings, and the Adviser, all live from day one
4. Projects come to you: Dealflow intelligence matches opportunities to your trade, capacity, and location

New to construction business ownership? Start with our free 11-part startup guide.

We handle every step of setting up your construction company.

What we file and set up:

• Articles of incorporation (Ontario or federal)
• CRA registration: Business Number, HST/GST, payroll, corporate tax
• WSIB and provincial employer health tax
• Trade-specific licenses (ESA, TSSA, HCRA, Skilled Trades Ontario)
• Insurance sourcing: CGL, builders risk, professional liability, equipment
• Safety compliance: OHSA, Working at Heights, WHMIS, COR path
• Banking, accounting, and payroll systems
• Company website, professional email, and brand identity

Already have a business?

Upload your existing documents and we'll analyze what's in place, flag what's missing, and fill the gaps.

A CRM built for how construction companies win and manage work.

What you can do:

• Manage contacts with company, role, and deal history
• Track deals on a kanban pipeline with custom stages
• Build quotes with line items, HST, and company branding
• Send invoices with progressive billing and holdback tracking
• Convert quotes to invoices in one click
• Share quotes and invoices via client-facing links (no login required)

Business intelligence:

Dashboard with pipeline value, active deals, revenue trends, and briefings on your business state.

We find construction projects that match your business. You don't search. Work comes to you.

How it works:

• Set your criteria: trade specialties, bid size range, geographic area
• We continuously match against 446K+ project opportunities
• Each match includes scope, budget, location, deadline, and contact info
• Recommendations are ranked with bid/no-bid suggestions
• Track opportunities through explore → interested → bidding → won/lost

We ingest over 500K fresh dealflow data points every month from tenders, permits, and RFQs.

Your command center. Everything that keeps a construction business running, in one place.

Daily operations:

• Morning briefings: pipeline status, upcoming deadlines, team activity
• Task management with assignments and due dates
• Full document vault: incorporation papers, insurance certs, contracts
• Activity feed across all business functions
• Team management with role-based access (owner, manager, team member)

Everything handled:

Insurance renewals, license expirations, safety certifications: we keep everything current automatically. You registered through us, we renew when it's due. No alerts, no expiry panic, just handled.

It knows the full state of your business, from pipeline and tasks to compliance, team, and financials, and gives you specific, actionable answers.

What you can ask:

• "What's my pipeline?": aggregated deal data by stage
• "Create a deal for $50K renovation with ABC Corp": deal created
• Forward a bid invitation: project details extracted, deal created
• "What does next week look like?": day-by-day breakdown
• "Send the insurance cert to the GC": document retrieved and sent

Available via:

Web chat and email. WhatsApp coming soon. All channels share the same context: a conversation started in email continues in the web interface.

All your business documents stored, organized, and generated when needed.

Storage:

• Incorporation papers, insurance certs, licenses, contracts
• Accessible from any device, shareable via secure links
• Upload a document and its dates, amounts, and details are extracted automatically

Generation:

• Branded quotes and invoices (PDF with your logo and colors)
• Corporate documents: articles, resolutions, minute book entries
• Prequalification packages for bid submissions

Invite team members and manage your business together.

Roles:

• Owner: full access to everything
• Manager: manage operations, team, and clients
• Team Member: view their tasks and assignments

How invitations work:

• Send an invite from your HQ dashboard
• Team member receives an email with a link
• They sign up or log in, and they're added to your business
• Multiple people can manage the same business

Industry events and professional development opportunities surfaced for you.

• 11,000+ events from 40+ industry organizations
• Filter by type, location, and organizing body
• Conferences, workshops, seminars, networking, webinars
• Location-based filtering with GPS
• Registration links and CSV export

Events are sourced from PEO, EGBC, RAIC, OAA, and dozens more industry bodies.

Your account:

• Update your profile and contact information
• Manage team members and their roles
• Configure notification preferences

Data & security:

• Your data is encrypted in transit and at rest
• Row-level security ensures data isolation between businesses
• Export your data at any time
• Google and email authentication supported

11 comprehensive guides covering every step of starting a construction business. 3,000 to 8,000 words each.

• Incorporation
• CRA Registration
• WSIB & Provincial Registration
• Trade Licensing
• Insurance
• Safety Compliance
• Operational Setup
• Bid Readiness
• ISO Compliance
• Business Email Setup
• Custom Domain Setup

Read them all at aecstack.com/guides