Track / Deliver / Get Paid

Free tools for your agency. Development when you need it.

CoreHQ takes a small agency from booked work to paid invoice: schedule the team, track the hours, invoice the work, see what it earned.

Apply for free access See pricing

Manual agency approval · No subscription

Free for manually approved digital and marketing agencies. How approval works

Free agency management
Optional prepaid AI credits. CoreHQ development services are quoted separately.

CoreHQ demo dashboard showing agency time, invoices, and project activity — A real demo workspace. Planned work, logged time, and billing in one place.

Billing included
Invoicing, payments, retainers, reminders.

Your whole agency
Unlimited team members and projects.

5 GB per agency
Files expire 90 days after project completion.

Apply for a free account — manual agency approval, no subscription.

Deliver

Plan the work.

Move delivery tasks through boards and lists. Use a Gantt timeline to see dates and dependencies.
Save a project as a template, then start the next one with shifted dates.
Turn public intake submissions into tasks, each with a reference number.

Explore deliver

Fernwood project Gantt with scheduled work and dependencies

Track

Give every hour a home.

Enter hours in the weekly grid, copy across days, or start a timer with an explicit project and billing-category picker.
Preview “3h Fernwood design today” before saving. Natural-language entry and opt-in approvals Included
Rates snapshot at entry, so later rate changes do not rewrite past time entries.

Explore track

Weekly CoreHQ timesheet with project rows and inline time cells

TrackIncluded

See what the work earns.

Margin means billable value minus labor cost. It is not business profit.
Compare utilization with the schedule and watch project budget burn.
Missing cost rates are flagged because they can understate labor cost and overstate margin.

Explore track

Margin report warning that missing cost rates can overstate margin — The report calls out missing cost rates. Incomplete data should look incomplete.

Get Paid

Invoice and collect.

Build invoices from tracked time, with an explanation of excluded hours when something cannot bill.
Track deposits and installments. Schedule retainer funding and monitor balances.
Issue credit notes, configure late fees, and send overdue reminder emails. Unlimited invoices are included.

Explore get paid

CoreHQ invoices list with payment statuses and balances

Get Paid

The money workflows, already built in.

Deposits, installments, retainers, credit notes, reminders — native.

Retainer automation controls for monthly funding and low-balance alerts — Choose a funding amount and day, and monitor the remaining balance.

Billing inbox with overdue invoice collection reminders — Review overdue collections and the reminder recipient before sending.

Deliver / Get Paid

Clients get a portal, not a PDF.

Show progress and milestones per project. Clients can accept estimates, review invoices and submit work requests with reference numbers. Portal access is scoped to their own company’s records. White-label portal Included

Bakery client portal showing project progress, milestones, and completed tasks

Public invoice page with line items, amount due, and payment controls

Track / Deliver

A week the team can work with.

See the team week, with conflicts in red. Switch between Me and Everyone, or show only overallocated people. Compare planned capacity with logged work using utilization reports Included

Follow budgets and a weekly owner digest. Ask-your-books supports questions about payments, invoiced totals, unbilled work, and hours AI credits

Team schedule for next week with confirmed project bookings

Utilization report comparing team capacity and logged hours

Connected

Keep the tools around your work.

Export clients and eligible invoices for QuickBooks or Xero. Use signed webhooks, workspace API keys, and supported sign-in options to connect other tools. Direct accounting sync is not enabled.

See what each integration does →

Development services

Get a project built without leaving CoreHQ.

Approved agencies get core tools and 5 GB of storage. Optional AI assistants use prepaid credits.

Describe what you need and add reference files. CoreHQ helps clarify the scope, then shows a fixed quote for your approval. Pay only after you accept the quote, follow delivery in your workspace, and review the finished work.

Scoping is included with your free agency account. Development is quoted and paid separately from AI credits.

See how development services work →