Skip to main content
CharleOS is the agency management platform built for Shopify agencies. Manage client work from quotes through delivery, including scheduling, time tracking, and reporting.

Get Started

User Guide

Learn how to use CharleOS day-to-day

Ask Alan

Meet your AI assistant for CharleOS

Concepts

Understand day rates, utilisation, and billing

Developer Docs

Technical documentation and local setup

Core Features

Clients

Manage clients and retainer plans

Quotes

Create and approve work estimates

Tasks

Track work through delivery phases

Projects

Fixed-scope work with budgets

Schedule

Plan team capacity and workload

Time Tracking

Log time and track billable hours

What’s New

Check the Changelog for the latest updates and releases.