AI TOOL PROFILE
Float: Resource Management and Scheduling Software
- Operations
- Workforce Management
- Professional services firms
- In-house creative teams
- Mid-market operations managers
- Resource managers
Pricing
Plans start at $7.00 USD per scheduled person/month for the Starter tier, with a Pro tier at $12.00 USD per scheduled person/month. A 30-day free trial is available with no credit card required.
At a glance
- Best for
- Professional services firms, In-house creative teams, Mid-market operations managers, Resource managers
- Key use cases
- Managing Team Availability, Skill-Based Staffing, Monitoring Project Profitability, Bid and Project Scoping
- Integrations
- Google Calendar, Outlook Calendar, Jira, Linear, Slack
- Official website
- Visit float official website
How AI is used
Float is a resource scheduling and capacity planning platform built for teams that bill for their time. It provides a visual schedule to match people with specific skills to projects based on their availability and workload.
The software is designed for professional services firms and creative teams, ranging from small businesses to mid-market and enterprise organizations. It supports digital workflows by centralizing who is working on what and when.
Beyond scheduling, Float supports project scoping and financial tracking, such as comparing planned hours against actuals to monitor project margins. It also includes time tracking and reporting features to give visibility into team utilization.
Buyers should confirm which plan fits their needs, as actuals tracking and detailed reporting are available on the Pro and Enterprise tiers. Buyers should also verify if the available integrations fit their existing project management stack.
Key Features
Resource Scheduling
A visual schedule for allocating team members to projects by hours or percentages using a drag-and-drop interface.
Capacity Planning
Utilization indicators and over-capacity warnings to help balance workloads and manage time off.
Project Estimates
Tools for project scoping and budget tracking to help teams plan for profitability.
Time Tracking
Includes an in-app timer and pre-filled timesheets to log actual hours spent on tasks.
Reporting and Insights
Dashboards for tracking utilization trends, billable vs. non-billable hours, and project budget burn.
AI Tools
Includes Float x AI and a Float MCP connector for interacting with project and people data.
Use Cases
Managing Team Availability
Using a centralized schedule to identify which team members have capacity for new client work.
Skill-Based Staffing
Applying custom tags and roles to find team members with specific expertise for project requirements.
Monitoring Project Profitability
Comparing estimated project hours against actual time logged to identify margin trends.
Bid and Project Scoping
Building project estimates and setting budget baselines to support client proposals.
Integrations
- Google Calendar
- Outlook Calendar
- Jira
- Linear
- Slack
- Teamwork
- Trello
- Zapier
- Asana
- Basecamp
- ClickUp
- Karbon
FAQ
How does Float's pricing work?
- Float uses a 'pay per scheduled person' model, meaning you pay for the team members added to the schedule. Guests who only need to view the schedule can be added for free.
Is there a free trial available?
- Yes, Float offers a 30-day free trial of the Pro plan, and no credit card is required to start.
What is the difference between the Starter and Pro plans?
- The Starter plan covers basic resourcing and scheduling. The Pro plan adds actuals tracking, project estimates, and reporting that compares planned hours versus actual hours.
Source category: Operations
Source subcategory: Workforce Management
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