The scope changes, but billing does not
Change orders, retainers, deposits, payment schedules, and credit notes need the same context as the work plan.
Invoicing and project management software
Invoicing and project management software for work and money in one place.
When projects live in one app and billing lives in another, teams lose time reconciling what happened. Workspace369 connects the plan, the delivery details, the invoice, the payment, and the financial report.
Projectstasks, kanban, timeline, and templates
Invoicesestimates, proposals, retainers, and credits
Profitexpenses, AR, and profitability reporting
Key facts
Invoicing and project management software at Workspace369 covers 10 areas, including project management, tasks and subtasks, kanban, calendar, and timeline views.
The workflow runs in 4 steps, from "scope and quote" to "watch the numbers".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
Where project and billing systems break
Finance only sees the invoice
The real story includes tasks, time, expenses, files, status, client messages, and payment history.
Project profitability arrives too late
Owners need to see AR, expenses, and project financials while decisions can still be made.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
A cleaner path from scope to cash
01
Scope and quote
Use estimates, proposals, service catalogs, optional line items, and public proposal URLs to package the work.
02
Deliver the project
Manage tasks, subtasks, files, comments, calendar views, dependencies, templates, and workload visibility.
03
Invoice accurately
Create branded invoices, recurring invoices, change orders, retainers, payment plans, deposits, and credit notes.
04
Watch the numbers
Track payment status, expenses, AR aging, dashboards, project profitability, and accounting activity.
Product coverage
Project-to-payment features
- It speaks to teams that already feel the pain of project and finance separation.
- The copy is specific to workflow outcomes: scope, delivery, invoice, payment, and reporting.
- It avoids pretending one invoice feature is enough to run a service operation.
Project management
Tasks and subtasks
Kanban, calendar, and timeline views
Estimates and proposals
Service catalogs and bundles
Invoice audit trail
Payment plans and deposits
Retainers and credit notes
Expenses and receipt capture
Project profitability reports
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. One star off only because I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
Why this page should convert
Can Workspace369 manage projects and invoices together?
Yes. Workspace369 connects projects, tasks, files, estimates, proposals, invoices, payment plans, expenses, and reporting around the same client-work context.
Does Workspace369 support recurring billing or retainers?
Workspace369 includes recurring subscription invoices, payment plans, installments, retainers, deposits, partial payment tracking, credit notes, and related billing workflows.
Can Workspace369 show project profitability?
Yes. Workspace369 includes project financials, expenses, AR aging, dashboards, and profitability reporting so teams can understand the financial shape of client work.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
