Float review
Bottom line
Float is a resource scheduling and capacity planning tool that ties staffing decisions to project margins. Its clearest strength is the visual Schedule, which shows utilization, time off, and over-capacity warnings as work is assigned. The main considerations are that pricing is provided on request, there is no free plan, and several project tools connect through Zapier rather than directly. Agencies and professional services firms that manage billable hours and need to protect margins should consider Float.
What is Float?
Float is a resource management and scheduling platform for agencies, professional services firms, and in-house delivery teams. It helps managers see who is working on what, at what cost, across every project, a view that many teams piece together from disconnected spreadsheets. The web-based system combines scheduling, capacity planning, project estimates, time tracking, and reporting in one place.
Day to day, managers use the Schedule to allocate work by hours or percentages, drag and drop tasks to adjust plans, and set statuses to show work that is still being considered. Live utilization indicators, pre-booked time off, and over-capacity warnings appear directly on the Schedule. Estimates can start broad by role and be refined later with specific people and rates, and planned hours can be compared with actual hours as work progresses. Color coding, custom tags, and filters let teams build views and save the ones they use most.
Float serves small businesses, mid-size businesses, and enterprises. The company reports more than 4,500 customers and 220,000 people scheduled. Pricing is provided on request, and teams with 11 to 1,000+ people are directed to a discovery call with sales. Plans start at $7, and a free 30-day trial requires no credit card. There is no free plan.
What sets Float apart is its focus on margin. Estimates, costs, billable rates, and budget use sit alongside the same staffing data used for scheduling, so profitability can be judged before work starts. Float connects with tools such as Google Calendar, Slack, Jira, Asana, NetSuite, and Salesforce, and it offers an API. The company has been B Corp certified since March 2024.
Who it's for
- Creative and marketing agencies
- Professional services firms tracking billable hours
- In-house delivery teams planning staff capacity
- Operations leaders who price projects
Who should look elsewhere
- Individuals or teams that need a permanent free plan
- Buyers who need published plan prices before any sales contact
Typical uses
- Allocating staff across client projects by hours or percentages
- Estimating project budgets by role before a deal closes
- Comparing planned and actual hours to protect margins
- Forecasting upcoming capacity and spotting over-allocation
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Ready to try Float?
Float is a resource scheduling and capacity planning tool that ties staffing decisions to project margins. Free trial · paid plans from $7 · opens float.com.