Skip to content
ProjectGyde

Project management, your way

Every step.
All in one place.

Turn the way you work into a clear path from start to finish. Build a project pipeline, keep track of the details, and know what comes next.

Try building a process See how it works

For the people who plan the work. And the people who get it done.

Your workspace Example project
Project / Studio refresh

A fresh start for the studio

In progress
Plan & prepareComplete2 / 2
  • Confirm the scope
  • Agree on the schedule
2Make it happenCurrent stage1 / 3
  • Confirm materials
  • Complete the work Up next
  • Add project photos
3Review & handoverNot started0 / 2
  • Review the finished work
  • Share the final documents
3 of 7 required steps complete43%

Your stages. Your colors. Your way of working.

A process that fits you Clear steps & statuses Documents in one place Private client updates

A little structure. A lot more clarity.

Know where you are.
See what’s next.

A project has a beginning and an end. ProjectGyde helps you lay out everything in between, so the important steps stay in view.

01

Make it your process

Lay out your stages, add the steps, and choose the fields that fit your work.

02

Keep the next step clear

See what’s complete, what still needs attention, and where to go next.

03

Give everything a home

Keep documents, customer details, and project notes together, right where you need them.

04

Keep people in the loop

Share a private progress page so your clients can follow along without a full account.

Built around your work

Different projects.
The same peace of mind.

Managing a client launch, coordinating an installation, or handing over a finished project? Bring your process. Make the steps, fields, stage colors, and statuses your own.

  • Client onboarding
  • Installations & repairs
  • Creative projects
  • Operations & handovers
Explore the process builder
Everything has a place

Project documents

Example
PDF
Project brief.pdfThe plan everyone can refer to
JPG
Progress photo.jpgThe details, captured along the way
PDF
Handover guide.pdfReady for the next person

Keep files with the project. Choose what your client can see.

Linked quoteExample
#1042 Accepted

Studio refresh

Northstar Studio

Quote total$2,450.00
Linked to QuickBooks OnlineQuote status, alongside your project

Keep your quotes connected

Quote in QuickBooks.
Keep track here.

Link a QuickBooks quote to its project and see its status in ProjectGyde. Open the quote in QuickBooks when you need the details, or start a new one from your project.

Pilot feature QuickBooks connections are currently being tested in our sandbox pilot. Live connections are coming next.

Find your flow

Good work starts
with a clear process.

Explore the workflow demo and see how your process could look. Plans, pricing, and project limits are still being finalized.

Make a process your own No account needed to try the demo.The demo uses sample data saved in your browser.