Projects Client projects, start to finish

PSA and RMM with project management built in. Onboardings, migrations and rollouts run as projects next to your tickets and devices. Tracked to the minute and billed from the same record.

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  • 14-day free trial
  • No credit card
  • No lock-ins
  • From $99/user/mo
Gorelo Mobile showing a project ticket with its checklist progress, timeline and a running timer
Projects

Bigger jobs, same record

Projects live next to the client’s tickets, assets, docs and invoices, so nothing is copied between tools.

Plan the work

Break a project into sections and tasks.

  • Timeline, Table and Board layouts
  • Sections, and four statuses from Not started to Done
  • A project lead, plus an assignee, due date and priority on every task
  • Tasks marked as blocked by, or blocking, other tasks
  • Templates for recurring work like client onboarding

Track every minute

Time logged where the work happens.

  • A timer on every task
  • Add time with details and file uploads
  • A Time tab on each task, with editable entries
  • Tasks added to your Gorelo and Outlook calendars

Bill and share

From finished task to invoice.

  • Products and bundles added to tasks
  • Items marked billable or non-billable, with non-billable ones hidden from the client
  • Projects shared in the Client Portal
  • Public comments for client updates, private ones for your team
Inside every task

Checklists, sign-offs and shipments, all in one place

Each step of a project keeps its own timeline, so notes, approvals and deliveries stay with the work they belong to.

Steps

Checklists

Built per task or from templates, predefined or your own. Save any checklist as a template.

Sign-off

Approvals

Ask a designated approver to sign off, with a message saying what they’re approving.

Hardware

Shipment tracking

Add a tracking number and carrier, and get notified when it’s delivered.

Vendors

Third-party conversations

Talk to an outside provider from inside the task.

Context

Assets and uptimes

Link the devices and monitors a task touches.

Privacy

Encrypted comments

Public, private, or fully or partially encrypted timeline comments.

Read the Projects guide in the help centre

Questions

What MSPs want to know

Does Gorelo include project management, or do we need a separate tool?

It’s built in. Projects live in the same platform as your tickets, assets, docs and billing, so there’s no separate project tool to buy, integrate or keep in sync.

Can project time be billed?

Yes. Time is logged on each task with a timer or manual entry, and products and bundles can be added to tasks as billable or non-billable, so project work flows into invoicing.

Can clients see their project?

Yes. Projects can be shared in the Client Portal, with public comments for client updates and private comments for your team.

Is Projects included in every plan?

Yes. Projects is included in Full Platform Access and in both flexible licenses. See pricing.

Platform

Explore the platform

All-in-one platform, one login, one record behind all of them.

Ticketing (PSA)

Tickets, forms and a client portal, connecting you and your clients.

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Remote Management (RMM)

Monitor every system and device, and manage all of it remotely.

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Documentation

Client docs and passwords, organized and ready when you need them.

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Billing

Invoices, bundles and contracts, with missed billable work flagged for you.

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Automation

Rules, schedules and shortcuts that take routine work off your team.

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Projects

Multi-step client work with tasks, timelines, checklists and time tracking.

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Gorelo AI

Technician-first AI across tickets, devices and docs. It does the legwork, and your techs make the call.

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Run your MSP on Gorelo

Try it on your own clients and devices, free for 14 days.

Start free trial Book a demo
  • 14-day free trial
  • No credit card
  • No lock-ins
  • From $99/user/mo