Project & client management

Win the work, deliver it, and see where the money went.

Waymarq covers the whole arc for a studio, agency or sole trader — clients and quotes, phases and tasks across Kanban, Gantt, roadmap and calendar views, then budgets, time, the extras that get agreed along the way, and statements for what you are owed. AI is there if you want it, and completely optional if you don’t.

Free during early access. No card required.

A Waymarq Kanban board for a website redesign, with cards in Not started, In progress, Review and Done showing task references, assignees, due dates, blocked warnings and checklist progress.
A Gantt timeline grouped by phase, with dependency arrows between tasks, shaded weekends and a marker for today.

One place that answers “what needs me today?”

Overdue work, follow-ups you owe a client, quotes waiting on an answer and what you are still owed — across every project, without opening any of them.

The Waymarq dashboard showing counts for clients, open opportunities, hours this week and outstanding money, above a prioritised Needs you list of overdue tasks and projects.

Workflow

How it works

Someone enquires, you pitch, you win, you deliver, you get paid — in one place, whether a project is planned entirely by hand or with AI drafting the first pass.

1

Win the work

Log a client, track the opportunity through your pipeline, and send a quote. When the client accepts it through their own link, the project is created for you.

2

Plan it out

Start from a brief and let AI draft a phased breakdown to edit, add phases and tasks by hand, or keep it to a plain board and add cards as work comes up. It all ends up as ordinary tasks either way.

3

Track it as it happens

Move work across the board, check the timeline for dependencies, log time and comments, and let the calendar and roadmap show what lands when.

4

Report and get paid

Bill finished work, logged time and expenses on a statement, record what comes back, and see what is still owed. Dashboards show progress and cost without chasing anyone — and a share link keeps the client in the loop without a login.

However you work

There is more than one way to use it

Most tools assume you will work the way they work. Waymarq is usable on its own, with nothing switched on and nothing connected — then meets you wherever you already are. Every one of these is optional, and they stack.

Just use it

Open the app and work.

Boards, timelines, clients, quotes, budgets and reports, with nothing switched on and nothing connected. Every other option on this page is optional — this is the product, and it works on its own.

Give it your spec

A brief in, a plan out.

Upload what the client sent you and Waymarq turns it into phases and tasks, each with a written specification somebody could actually build from. It asks you clarifying questions first, and you review everything before it lands.

Let your commits do it

The tracker keeps itself current.

Connect a repository and put a task reference in a commit message or branch name. Work shows up against the task on its own, and — if you switch it on — "fixes W-127" or a merged pull request moves it along. Nothing to remember, and it works whoever or whatever wrote the commit.

Connect your AI assistant

Ask it what to work on.

An MCP server, so Claude, Cursor or ChatGPT can read your plan and keep it updated while you work — no window switching, no copying task numbers about. Nine tools shaped around what people actually ask for, not one per database table.

See what each one needs, or compare them as a developer.

The commercial layer

The business side, not just the board

Most project tools stop at the task list. Waymarq keeps the client relationship in the same place as the work: a pipeline of opportunities per client, quotes with line items and a client-facing accept link, and — when a quote is accepted — the project created and linked automatically.

From there it stays joined up: per-project pricing, payment schedules, expenses, tax handling, and reports that tell you where time and money actually went.

Lead
Contacted
Proposal sent
Won

Everything in the box

What's included

Four views, one set of tasks

A Kanban board, a Gantt timeline with dependency arrows and phase sequencing, a roadmap flowchart, and a calendar — all reading the same phases and tasks, so nothing drifts out of sync.

Clients, pipeline and quotes

Track opportunities per client through a pipeline, send a quote with a no-login accept link, and let an accepted quote win the opportunity and create the project for you.

Budgets, time and expenses

Fixed-fee or hourly per project, cost so far from logged time, structured payment schedules, tax handling and expenses — the money side the big project tools leave out.

Reports that answer real questions

Time log split by billable, internal and non-billable; workload per person; budget across every project; and AI spend if you use it. Plus dashboards per project and across the account.

Was the job worth doing?

What a project actually earned per hour once unbilled time and real costs are counted — and how close your estimates were, so the next quote is better informed. Most trackers can't tell you either, because they don't know what you charged.

Team, suppliers and clients

Roles, organisation or per-project access, comments, watchers and a full activity trail. Mark work as outsourced to a supplier, and share a read-only link with a client — progress and timeline, never your costs.

Documentation that stays true

Write down how a feature works, linked to the work that built it — so Waymarq tells you when that work moves on. Your AI coding agent can read and maintain it through the API, which means you stop answering the same question twice.

AI that plans your project

Turn a spec into a phased breakdown, or draft clarifying questions for your client — bring your own key, no markup. Optional: every part of the app works the same with it left off.

Already got something? Or nothing at all?

Fair question either way — here's the honest case for both.

"I've already got a system"

Most task trackers stop at the task list — no pipeline, no quotes, no client link, no view of what a job actually earned. Waymarq is free during early access, so importing one project is enough to compare it directly.

"I use Claude Code, ChatGPT, or nothing"

A chat window is good at reasoning about a plan and bad at holding one. Point the same agent at Waymarq's API and it turns that spec into a real, trackable project instead of more text to organise by hand.

Would it suit how you work?

Six worked examples, from a one-person studio to a fifty-strong practice — what each would switch on, what a typical week looks like, and what they get back. Illustrative, not invented customer quotes.

A freelance designer

One person, several clients at once

A small architecture practice

Stages that slip together

A fit-out and construction firm

Variations, priced on site

A brand and web studio

The same shape of job, repeatedly

A video production company

Short, intense, freelance-heavy

A multi-disciplinary practice

A portfolio view across everything

AI that actually plans your project — optional, but worth turning on

Switch a provider on per organisation and a spec becomes a phased, task-by-task plan in minutes. Every project, phase, task, board, budget and report also works exactly the same with it switched off — nothing here is required.

Spec in, plan out

Upload a spec document and get a phased breakdown of tasks to review and adjust — each with a written specification you can edit. It can also draft clarifying questions, which you can answer yourself or send to your client through a link that needs no login.

Bring your own key

Anthropic, OpenAI or Google — Waymarq never marks it up or resells it, you pay your provider directly and pick the model you trust. More providers are on the way.

Bring your own AI agent

Point a coding agent like Claude Code at a documented REST API and let it build out a project from a spec, keep task status updated as it works, and pull reports back — using a personal access token you control and can revoke.

Works with no key at all

Your own agent does the reasoning and writes fully-formed data in, so the bring-your-own-agent path works even if your organisation has no AI provider configured in Waymarq itself.

Turn off what you don’t need

Budgets, time tracking, expenses, calendar and AI can each be switched off per project, so a simple job stays simple.

Share without giving access

A read-only link shows a client progress and timeline — no login, and never your costs, rates or internal notes.

Only what they should see

Give someone the whole organisation or just one project, with a view-only role for anyone who shouldn’t change things.

Stop chasing them for logins

Track what a job is waiting on, and let the client send it through one link. Files are kept with the project; secrets are read once and destroyed.