Introduction to Agencydesk

Welcome to Agencydesk, an operating system built exclusively for agencies. Where most project management tools try to serve every industry, Agencydesk was designed around how agencies actually operate. Scoping, estimating, scheduling, time tracking, billing, and profitability reporting all flow through one connected workflow.

This guide walks you through the platform, with clear, step-by-step instructions to help you get the most out of every part of Agencydesk.

If you have any questions not covered in this guide, simply click the 'Need Help?' button for assistance.

Jump right in!

Company Settings

Clients

Suppliers

My Desk

Resource Planner

Jobs

Finance

Reports