What's inside
Everything you need to run your creative business.
Step-by-step guides for every feature — web and mobile. Pick a topic to get started.

Setup
Getting started
Before your first job, spend five minutes in Settings. Set up your profile, business details, and bank account once — every invoice, quote, and document is generated from this data automatically.
Setup
Templates & defaults
Tune the paperwork that makes Agency OS yours: invoice numbering, quote defaults, reusable line items, document labels, and your logo. Set them once and every document follows.
Client management
Clients
All your clients in one place. Add a client once — name, email, billing address — and reference them on every job. Agency OS keeps your client list clean and searchable.
Job management
Jobs
A job is the central unit in Agency OS — your production, your shoot day, your project. Create one per assignment and track it from the first option call through to the final archive.
Crew management
Crew & Budget
Add your team members to a job, assign roles and fees, and track crew costs as part of the overall job budget — all in one place. On set or in the office.
Quotes & Invoicing
Quotes & Invoices
Create professional quotes and invoices directly from a job in seconds. Export as PDF, send to your client, and receive payment. E-invoice ready (ZUGFeRD / XRechnung) for the German market.
Financial overview
Dashboard
Your business at a glance. See open invoices, outstanding revenue, and your next upcoming production — all without opening a spreadsheet.
Notifications
Alerts & Follow-ups
Agency OS proactively flags what needs your attention — overdue payments, option deadlines, follow-up calls. No inbox to check. Everything surfaces exactly where you need it.
Pipeline
Pipeline
Track every job across its lifecycle in one view. See at a glance what is in option, what is confirmed, what is active, and what still needs invoicing.
Calendar
Calendar
All your jobs, shoot days, and deadlines in one calendar. Option dates are clearly flagged, confirmed bookings are solid — so you always know your actual availability.
Time tracking
Time Tracking
Track billable hours directly inside jobs. One tap starts the timer from anywhere in the app. All entries are stored per job with hourly rate and line amount — ready to invoice.
Receipt scanner
Receipts & Expenses
Shoot your receipts on set. Agency OS scans, categorises, and attaches them to the right job automatically. No more lost paper receipts, no more manual data entry at the end of the month.
Accounting export
DATEV & CSV Export
Export your invoices directly to DATEV format for your tax advisor — or as CSV for your own records. One click, one ZIP, ready to hand over.
Roadmap
Coming in Pro
Ideas for the next tier — nothing confirmed yet. All current features are Base.
- Automated payment reminders & dunningWeb
- WhatsApp AI — create jobs and invoices via chatWeb & Mobile
- Newsletter integrationWeb
- 5 additional invoice design templatesWeb & Mobile
- Team data sharingWeb & Mobile
- Internal job network — share & discover crew gigsWeb & Mobile
- Collect expenses from team membersWeb & Mobile
- Team managementWeb
- Project timeline viewWeb
- Offline modeMobile
Roadmap · Studio
Coming in Studio
A future tier for agencies and production companies managing teams and multiple creatives.
- Manage and organise other creativesWeb & Mobile
- Advanced analytics & reportingWeb
- Full production managementWeb
- Organise and manage external team membersWeb & Mobile
- Team messaging via WhatsApp with data syncWeb & Mobile










