The ProjectAgile workspace
Every part of the work.
One connected place.
From a clear proposal to a clear picture of your billing, keep the details of running a service business together.
Explore the workflow01 / Start with a yes
Proposals that
move work forward.
Build itemized proposals and give customers a link to review and sign online. Once the work is approved, turn it into a project, an invoice, or recurring billing.
From scope to approval
- Itemized work and clear project totals
- Customer review links
- Online signatures
- Approved work connected to its next step
02 / Keep the work in view
Projects, hours,
and billing together.
Track time against your work and bring those hours into billable invoices. Per-project billing summaries help you understand what has been invoiced and paid.
Every hour has a place
| Work | Hours | Billing |
|---|---|---|
| Discovery | 2.0 | Billable |
| Design review | 1.5 | Billable |
| Implementation | 3.0 | Billable |
03 / Make space for ongoing work
A home for
the recurring work.
Manage recurring billing and hourly retainers, including the hours your customer has available and the hours carried forward.
Retainers, without the loose ends
- Included hours for each retainer
- Rollover hours carried into the next period
- Time tracking connected to billable work
- Recurring billing for ongoing services
04 / Understand where you stand
From invoice
to payment.
Turn approved work into invoices, track payments, and use project billing summaries and sales tax reports to keep the bookkeeping in view.
A clearer back office
- Invoices from approved work
- Billable time rolled into invoices
- Payment tracking
- Project billing summaries and sales tax reports
See how it connects
One good workflow.
Try it for yourself.
ProjectAgile is in private beta. Join the waitlist, or explore the sample workflow while you wait.