Skip to main content

​
Welcome to CharleOS

CharleOS is the agency management platform built for Charle. It helps you manage client work from quotes through delivery, including scheduling, time tracking, billing, and reporting.

​
What is CharleOS?

CharleOS is an all-in-one platform that connects every part of your agency operations:
  • Client & Retainer Management - Track client relationships, retainer plans, and schedules
  • Quotes & Estimation - Create quotes with T-shirt sizing and convert to tasks
  • Task & Project Management - Track work through delivery phases with subtasks and reviews
  • Team Scheduling - Intelligent scheduling with capacity planning and priority management
  • Time Tracking - Log time against tasks and track billable hours
  • Financial Metrics - Monitor day rates, utilization, efficiency, and profitability
  • Help Desk - Manage support tickets and client requests
  • AI Assistant (Alan) - Get scheduling help and data queries in natural language

​
Who uses CharleOS?

CharleOS is designed for different roles in your agency:

​
Delivery Team

Developers, designers, and QA team members use CharleOS to:
  • View their schedule and assigned tasks
  • Log time entries
  • Track their day rate and efficiency metrics
  • Request annual leave

​
Project Managers (PMs)

PMs use CharleOS to:
  • Schedule client work across the team
  • Track project progress and budgets
  • Monitor team capacity and availability
  • Manage task phases and reviews

​
Customer Success Managers (CSMs)

CSMs use CharleOS to:
  • Manage client retainers and relationships
  • Track client health and usage
  • Create quotes and convert to tasks
  • Monitor upsells and retention

​
Managers

Leadership uses CharleOS to:
  • View agency-wide metrics and dashboards
  • Manage users, departments, and permissions
  • Track utilization, revenue, and efficiency
  • Plan capacity and analyze trends

​
Getting started

First Login

Set up your account and understand the invite process

Navigation

Learn how to navigate the interface and find features

​
Next steps

Once you’re familiar with the basics:

Ask Alan

Meet your AI assistant for scheduling and queries

Time Tracking

Learn how to log time and track billable hours

Schedule

Understand the scheduling system and priority rules

​
Need help?

  • Alan AI Assistant - Press ⌘K and type your question to get help
  • Documentation - Browse the user guide for detailed how-tos
  • Help Desk - Submit a ticket for technical support