Make it clear.
Put the work, line items, and price in a proposal your customer can review and approve online.
Good work.
Great flow.
All in one place.
You built a business around what you do best. ProjectAgile brings the back-office work together, so you can get back to it.
Currently in private beta. Access is by invitation.
Your work, moving forward.
All togetherAwaiting approval
3 proposalsApproved work
$8,250Viewed today
2 proposalsBrand launchAtlas Labs · Proposal PR-2084
ApprovedWebsite refreshCedar & Co. · Proposal PR-2085
ViewedMonthly supportNorthstar · Proposal PR-2086
SentOne approval. The next step, ready.Sample proposal signed online
Send a proposal
Manage the project
Track the hours
Invoice & track payment
Example proposal · PR-2084A fresh start
for your website.
Prepared for Cedar & Co.
Discovery & strategy$500.00
Design & implementation$1,500.00
Project total$2,000.00
Reviewed. Signed. Ready to go.Online approval, connected to your next step.
Make a great first impression
Win the work.
Keep the momentum.
Build an itemized proposal and send your customer a link. They can review and sign online, then you can turn approved work into a project, an invoice, or recurring billing.
Clear line items, scope, and project totals
A simple review-and-sign experience for customers
Approved work stays connected as the project begins
One connected way of working
Fewer loose ends.
A clearer next step.
Your proposal shouldn't be the end of one process and the start of another pile of paperwork.
Get it moving.
Turn approved work into a project. Keep its hours and billing in the same workspace.
Make it count.
Bring tracked time into billable invoices, or set up a recurring billing schedule.
Know where you stand.
See invoice and payment activity alongside project billing summaries and sales tax reports.
A workflow designed around the way service businesses work.
Walk through the workflowThe ongoing work, taken care of
Every hour.
Every retainer.
In the picture.
Keep track of the work that happens between invoices. Log time, manage included retainer hours and rollover, and see what each project is adding up to.
Time tracking that rolls into billable invoices
Hourly retainers with included hours and rollover
Recurring billing for the work that keeps coming back
Monthly support · NorthstarActive retainer
Hours used this period
16.5 / 24 hours
20 included + 4 rollover7.5 hours remaining
Included hours
20 hrsCarried forward
4 hrsNext renewal
Next monthIllustrative retainer · Hours stay visible as work is logged.
The back office, brought together
Room for the work.
Less room for the admin.
A single place for the details that used to live across spreadsheets, templates, and disconnected documents.
Proposals & approvals
Itemized proposals, customer review links, and online signatures. Start projects with clear, approved work.
Projects & billing
Bring project work and billing together. See a per-project summary of invoices and payments.
Time that adds up
Log your hours against the work and bring billable time into invoices.
Recurring work
Support ongoing services with recurring billing and hourly retainers with included hours and rollover.
Invoices & payments
Turn approved work into invoices and keep track of payments as the work moves forward.
A clearer picture
Bring sales tax reports and project billing summaries into the same back-office workspace.
Built around service work
For the business
you've built.
A few useful answers
A little clarity
before you begin.
Get to know how ProjectAgile fits into your day-to-day work.
Can I sign up for ProjectAgile?
ProjectAgile is currently in private beta, so open signups are unavailable. Join the waitlist to express your interest in access.
Join the waitlistWho is ProjectAgile for?
ProjectAgile is a back-office app for small service businesses. It's designed for work that starts with a proposal and continues through projects, hours, invoices, and payment tracking.
Can customers review and sign proposals online?
Yes. Build an itemized proposal and send your customer a review link. They can review and sign online, and you can turn approved work into projects, invoices, or recurring billing.
Does it support retainers and recurring billing?
Yes. ProjectAgile handles recurring billing and hourly retainers with included hours and rollover, alongside time tracking and billable invoices.
How does time tracking connect to invoicing?
Tracked time rolls up into billable invoices. Per-project billing summaries help you keep the work and its billing in view.
Is the example workspace my actual account?
No. The examples on this website use illustrative records. The interactive demo doesn't send proposals, save business data, or process payments.
From the first yes to the final payment
Make room for
your good work.
ProjectAgile is in private beta. Join the waitlist for access to a calmer back office.