Help centre

How Waymarq works and how to set each part of it up. Written as setup documentation — what a thing is for, how to switch it on, and the decisions worth understanding before you do.

New here? Start with Getting started.

Getting started

Getting startedWhat Waymarq is for, and the shortest path from an empty account to a project you can actually work in.Setting up your organisationCountry, currency, tax, working week and holidays — the settings everything else inherits.Your team and who can see whatRoles, organisation vs project access, inviting people, and the difference between access and a job title.Importing from another toolBring a board across from Trello, Asana, Jira, Monday or a spreadsheet.

Planning the work

Projects, phases and tasksThe core hierarchy, reference codes, and how to structure work so the rest of the app is useful.Estimates, dependencies and the scheduleHow Waymarq builds a timeline from your estimates rather than asking you to draw one.Choosing a viewBoard, timeline, roadmap, calendar or list — what each one answers, and when to reach for it.Project templatesSave a project's shape once — your stages, the work inside them and how long each piece takes — and start the next job from it.Subtasks, checklists and test plansThree ways to break a task down, and which one to use when.Living documentationWrite down how the work behaves — by hand, with AI, or from a coding agent over the API — so you stop explaining the same thing twice.My list — your own to-do listA private list, outside every project, for the things you need to do that aren't a project's work.

Clients and winning work

Clients, opportunities and your pipelineTrack a deal from first enquiry to a won project, without a separate CRM.QuotesBuild a priced proposal, send it as a link, and have acceptance create the project for you.Sharing progress with a clientA read-only link that shows progress without exposing anything commercial.The support deskPer-client intake links that turn client requests into tracked work.Client requestsWhat a client asks for, separated into asks, decided one at a time — and a page where they can see what happened to each.Onboarding — what you need from a clientTrack what a project is waiting on, and collect the sensitive parts through a link rather than an email.Email into WaymarqBCC an address and the email lands on the client's timeline; send to a project's address and it becomes a request.

Money and getting paid

Budgets, pricing and expensesSet what a project is worth, track what it costs, and see whether it is actually paying.Tracking timeLogging time against tasks, marking work billable, and what the reports do with it.Work orders — pricing extra workThe agreed, priced piece of work that sits between a project and a task. Scope creep, change requests and ad-hoc jobs.Statements — billing and getting paidGather unbilled work into a statement of account, issue it, and record what lands.

AI (optional)

Turning on AIOptional from top to bottom. Choose a provider, add your own key, and control what it costs.Turning a brief into a planUpload a specification — or just describe the idea — and get a first-pass structure of phases and tasks you can edit.

Reporting and admin

ReportsWhat each report answers, and the definitions behind the numbers.Integrations, webhooks and the APIGetting data out of Waymarq and into whatever else you use.

Developers

Building against Waymarq rather than using it? The developer reference is over on the main site.

Developer overviewWhat Waymarq offers a developer, and which route fits which job.REST APIToken-authenticated access to projects, tasks, clients, quotes and billing.WebhooksSigned, queued callbacks when something happens in your account.AI agentsPoint your own coding assistant at Waymarq to build and maintain projects.