How is Planfix different from generic project tools?

Planfix is built for teams that need governance, not just task lists. You can capture requests from many channels, run projects from templates, give clients a dashboard, and still enforce approvals and status rules. Everything stays in one system, including time and billing data.

Can I give my client access without exposing everything?

Yes. Share only the tasks and fields you want through the Client Dashboard. Clients follow progress, upload files, and respond to comments, but they do not see internal discussions or hidden approvals. This keeps projects transparent without exposing your internal setup.

How do I build a billing basis from Planfix?

Your team logs time on tasks or uses timers. Time is written into data tags and becomes report-ready. Project Totals aggregate hours and overdue items across tasks, so you can export or present a detailed breakdown. Invoices get approved faster because they are based on data, not memory.

What is the fastest way to start?

Start by connecting email and messengers so requests create tasks automatically. Then pick a project template, add status sets with transition rules, and enable Client Dashboard for your customers. You can grow the setup later with AI agents, scripts, and directories.

Boutique custom software shops — projects, approvals & time

Deliver Client Work Without Chaos

Deliver custom projects on time, with approvals on record and every client request in one place. Planfix adds conditional Planner boards, status rules, a Client Dashboard, AI agents, and data tags for time and cost tracking.

Automate studio flows

Capture Requests

Turn email and chat messages into tasks so nothing is lost.

Built-In Approvals

Use templates for design, scope, estimate, and release approvals.

Time And Cost

Log hours and costs per task and build a billing basis.

Start With The Fastest Win

Turn inbound requests into tasks, assign owners, and link the client. The Planner shows every active request in one view so the team sees next steps and the client sees what was agreed.

Connect channels

Show Clients A Clean View

Share selected tasks in the Client Dashboard, keep files and comments in one task, and let conditional lists update fields when a card moves. Clients see progress in a controlled portal.

Client Dashboard

If This Sounds Familiar

Scattered Requests

Change requests arrive from several messengers and email.

Approvals In Chat

Designs or estimates are confirmed in threads and then forgotten.

Billing In Sheets

Invoicing happens outside the workspace in spreadsheets.

Everything In One Place

All project communication, files, and approvals stay in one task.

Governed Work

Status rules ensure work cannot move forward without approval.

Billing From Data

Invoices reflect logged time and costs, not memory or chats.

Project Totals

See hours, overdue tasks, and margin in the same system.

Auditable Projects

A clean, auditable project story ready for client review.

Confident Status Calls

Full visibility before every standup or status update.

No Missed Time

Time entries are visible and reportable for every task.

No Rework

Approvals are stored, so teams do not re-do finished work.

Run A Client Project From Brief To Acceptance

Capture the request from any channel, launch a project from a template, and share selected tasks in the Client Dashboard. Map deliverables on Whiteboard and convert them into real tasks without retyping.

Use project templates

Control Approvals

Add approval tasks from templates, enforce status sets and transition rules, and notify client approvers automatically. Keep the full approval trail in the task so disputes stay short.

Set status rules

Track Time And Build A Billing Basis

Let the team log time in tasks or with timers. Data tags record time and finance; Project Totals aggregate hours and overdue items so managers see project health and share breakdowns with clients.

Time tracking in Planfix

Monitor Delivery Across Projects

Use Planner with conditional lists for all active client work, pin dashboards to team workspaces, auto distribute tasks to balance workloads, and let AI agents summarize long threads for managers.

Planner overview

Every Request Captured

All channels land in Planfix as tasks automatically.

Every Approval Logged

Approvals stay attached to the exact task and project.

Every Hour Traceable

Time is tied to tasks and visible in reports.

Clients See Progress

Client Dashboard shows progress in a controlled portal.

How We Lower Resistance

Channels become tasks, clients get visibility that you control, and time logging is tied to tasks and data tags. Missing entries and gaps are visible to managers.

Use automation

Why Teams Switch To Planfix

Spreadsheets become project totals, chat-based work becomes task-based threads, and rigid tools become a no-code setup with conditional Planner and status rules tuned for boutique studios.

Customize workspace