Tideflow features
Tideflow gives service businesses one place to manage client work, track time, control budgets, create invoices, organise files, and see whether projects are actually profitable.
23
shipped product capabilities
1
connected workspace for work, time, billing, and margin
14
day trial of paid-plan features
Feature map
What Tideflow connects
Tasks, boards, and lists
Run delivery from task lists, Kanban boards, and routed task detail pages.
Workspaces and private access
Group projects, tasks, and files into focused workspaces.
Statuses, checklists, sub-tasks, and dependencies
Break work into smaller steps and show what is blocking progress.
Task templates and recurring tasks
Standardise repeatable work and generate recurring tasks automatically.
Global search and keyboard shortcuts
Find tasks, projects, clients, invoices, and time-entry notes from one place.
Built-in time tracking
Track time from the task your team is already working on.
Rates and live profitability
Resolve cost and billing rates through Tideflow’s account, client, user, workspace, project, and task cascade.
Project budgets and warning signals
Set monetary or hourly budgets and show budget burn in project workflows.
Browse by outcome
Work management
Tideflow gives teams the core project management surface they expect, with client, workspace, budget, and time context built in from the start.
Run delivery from task lists, Kanban boards, and routed task detail pages.
Teams can see what is due, blocked, assigned, overdue, and ready to move without stitching together separate tools.
Task limits can be enforced by plan.
Group projects, tasks, and files into focused workspaces.
Agencies can separate service lines, departments, or sensitive client work while keeping account-level clients, billing, and team management unified.
Workspace limits can be enforced by plan.
Break work into smaller steps and show what is blocking progress.
Project managers get clearer delivery signals than a flat task list can provide.
Standardise repeatable work and generate recurring tasks automatically.
Monthly reports, retainers, support routines, and onboarding checklists stay consistent without manual recreation.
Find tasks, projects, clients, invoices, and time-entry notes from one place.
Power users can move quickly across busy accounts without hunting through navigation.
Time and profitability
Tideflow connects time tracking to billing rates, cost rates, budgets, expenses, reports, and invoice-ready work.
Ready to see it in context?
Start with tasks and time, then add rates, files, invoices, permissions, and reports as the workflow grows.
Track time from the task your team is already working on.
No separate timer subscription, no sync gap, and no mystery about which work the time belongs to.
Resolve cost and billing rates through Tideflow’s account, client, user, workspace, project, and task cascade.
Owners can see whether work is profitable while the project is still active, not after the month-end spreadsheet.
Advanced profitability visibility can be plan-gated.
Set monetary or hourly budgets and show budget burn in project workflows.
Teams can catch scope creep and overrun risk before the project is already underwater.
Track project and client costs outside labour time.
Margin becomes more realistic when software, contractors, ad spend, materials, and other costs are included.
Review time, revenue, cost, margin, billability, budgets, clients, projects, and team utilisation.
Operations and finance teams can move from gut feel to evidence without leaving the project system.
Financial report access is controlled by permissions and plan features.
Clients and invoicing
Client work, contacts, invoice settings, scheduled invoice generation, PDFs, and payment status live alongside the tasks and time that created them.
Group projects, tasks, time, invoices, rates, contacts, and expenses around each client.
Account managers can see active projects, overdue work, uninvoiced value, margin health, contacts, and open invoices in one place.
Generate invoices from uninvoiced billable time and expenses.
More billable work makes it onto invoices, and review-first or auto-send workflows reduce end-of-month admin.
Create branded invoice PDFs and preserve sent snapshots.
The document a client receives is stable, downloadable, and consistent with the account’s invoice settings.
Collect client or internal requests through public or private forms.
New work can arrive in a structured format and become a task automatically or after review.
Files and collaboration
Tideflow supports project files, task attachments, public share links, activity logs, notifications, mentions, and support conversations.
Ready to see it in context?
Start with tasks and time, then add rates, files, invoices, permissions, and reports as the workflow grows.
Manage account and project files with folder organisation and secure downloads.
Teams can keep working files close to the project and share specific files without making storage public.
Storage quota and share links can be plan-gated.
Track what changed and notify the right people.
Teams can follow assignments, status changes, mentions, invoices, budgets, files, and support activity without checking every screen manually.
Mention teammates directly inside task discussions.
Questions and decisions stay attached to the task instead of disappearing into chat.
Give users self-service help and a direct route to support.
Customers can learn the product from inside the app, while support teams can prioritise and manage tickets separately.
Priority support can be plan-gated.
Team, security, and billing
Role-based permissions, private workspace assignment, two-factor enforcement, trials, billing, plan limits, and account administration are built into the platform.
Invite people into an account with the right role and private workspace access.
Owners can keep sensitive financial, billing, deletion, export, and admin capabilities away from people who do not need them.
User seats can be limited by plan.
Users can enable TOTP-based two-factor authentication, and plans can require it.
Higher-trust teams can enforce 2FA before users continue into the app.
2FA enforcement can be plan-gated.
Manage free plans, cardless trials, Stripe subscriptions, lifetime purchases, downgrades, and feature limits.
Accounts can start easily, upgrade cleanly, and keep historical billing and invoice records intact.
Guide new account owners toward the first actions that prove the product’s value.
Teams reach the tasks + time + rates = profitability workflow faster.
Super admins can manage accounts, plans, discounts, feature overrides, articles, AI settings, and support roles.
The product has the internal controls needed to operate a SaaS business, not just the customer-facing app.
Why it converts
Generic project tools usually stop at tasks and dashboards. Tideflow connects the operational workflow to the commercial one: time, rates, budgets, expenses, invoices, permissions, and reports.
See revenue, cost, margin, budget burn, overdue invoices, and client profitability without waiting for manual reporting.
Plan the work, spot blockers, watch budgets, review files, and understand what is ready to invoice.
Work from tasks, boards, lists, timers, notes, attachments, mentions, templates, and recurring work.
Control roles, plan limits, billing flows, account settings, support, security, and admin workflows from one system.
Work that moves forward
Tideflow brings client work, time tracking, invoicing, files, reports, and profitability into one connected workspace for service businesses.
