CharleOS is the agency management platform built for Shopify agencies. Manage client work from quotes through delivery, including scheduling, time tracking, and reporting.Documentation Index
Fetch the complete documentation index at: https://docs.charle.agency/llms.txt
Use this file to discover all available pages before exploring further.
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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