What is Float?

Float is a robust resource management solution specifically designed to help professional services teams optimize scheduling, capacity planning, and project tracking in real time. The platform enables organizations to plan projects with detailed context, manage team allocations based on availability and skills, and gain actionable insights into utilization, costs, and project margins.

With features including resource scheduling, time and availability tracking, budget management, and advanced reporting, Float ensures teams can make informed decisions, maximize operational efficiency, and successfully deliver on client projects. The platform's security and compliance credentials, alongside seamless integrations and mobile accessibility, make it suitable for distributed and growing teams seeking reliable, efficient resource management.

Features

Resource Scheduling: Plan and assign work to team members based on availability and skills.
Real-Time Project Margins: Monitor budgets with live cost and bill rate insights.
Time and Capacity Tracking: Track time off, global holidays, and overall team capacity.
Project Budgeting: Set and monitor budgets by hours or fees for each project.
Advanced Reporting: Generate reports on utilization, billable vs. non-billable hours, and budget tracking.
Mobile App Access: Manage scheduling and resource planning on the go.
Compliance and Security: GDPR & SOC2 compliance, encrypted data storage, and audit logs.
Flexible Integrations: Connect with other professional tools for streamlined workflows.

Use Cases

Resource scheduling for client projects in creative agencies.
Tracking project budget, margins, and profitability for consultancies.
Managing capacity and skills for large, distributed workforces.
Forecasting hiring needs based on team utilization data.
Improving workflow visibility for remote or hybrid teams.
Comparing estimated vs. actual project hours and costs.
Allocating the right personnel to tasks based on specialization and availability.

FAQs

How does the free trial work?

Float provides a 30-day free trial with full access to all features, allowing teams to evaluate the platform without any commitment.
What types of payment are accepted?

Float accepts Visa, Mastercard, and American Express for subscription payments. Enterprise plans may also use check and wire payments.
Do you offer discounts for non-profits?

A 10% discount is available for qualifying non-profit and charity organizations, subject to verification.
Do you offer volume discounts?

Volume discounts are available; interested customers should contact the sales team with their team size for more details.