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Everything you need to run Pace.
Setup guides, reference material and best practices for clients, retainers, time and margin — written for busy agency operators.
Getting Started
Pace gives every agency a single source of truth for profitability. It connects clients, retainers, time and margin so you can see — at a glance and in real time — exactly where every dollar goes before it's gone.
To get your workspace live in an afternoon:
- Create your account and workspace.
- Invite your team with role-based permissions.
- Import existing time history from CSV, XLSX, or your current tool.
- Set team cost rates and client rate cards.
- Add your retainers and watch margin calculate itself.
New to Pace?
Follow the guides below in order. Most agencies complete onboarding in a single afternoon.
Installation
Pace is a fully hosted web application. There is nothing to install on your machine or your server — open app.paces.digital, sign in, and your workspace is ready.
Everything you enter is saved automatically and synced across devices. Use any modern browser on desktop, tablet or mobile.
Self-hosting
We don't offer self-hosting or on-premise deployments at this time. All data is encrypted in transit and at rest, and lives in isolated, region-pinned workspaces.
Authentication
Every team member signs in with their own credentials. There are no shared logins, and access is governed by four roles with granular permissions.
- Owners manage billing, workspaces and all settings.
- Admins manage team members, roles and workspace defaults.
- Managers manage clients, retainers and reports.
- Members log time and view assigned work.
Two-factor authentication (2FA) can be required for your workspace, and SAML single sign-on (SSO) is planned for enterprise workspaces.
Workspaces
A workspace is a fully isolated environment for one agency — its own clients, team, retainers and reports. Your standard plan includes one workspace with unlimited clients, team members and data inside it.
- Data never leaks between workspaces.
- Switch workspaces from the app sidebar without signing out.
- Every workspace can be exported and archived independently.
Need several isolated workspaces — for multiple brands or entities? Write to hello@pace.soand we'll set you up.
Clients
Clients are the anchor of your data model. Each client carries its rate card, retainer value, scope, ownership and real-time margin — everything you need to see who makes you money and who quietly doesn't.
- Add unlimited clients and organize them with tags and status.
- Assign an owner and a billing contact.
- Record billing rates and currency per client.
- Attach retainers and track spend against scope.
Time Logging
Time is the raw material of margin, so Pace makes it effortless to capture. Log time manually, run a timer, or import it from the tools your team already uses.
- One-time or recurring imports from Toggl Track, Harvest and Clockify.
- Automatic column mapping for CSV and XLSX exports.
- Team cost rates convert hours into real cost per project.
- Unlimited time entries, retainers and reports — no per-seat limits.
client,project,task,date,hours,cost_rate
Northwind Creative,Website,Design,2026-07-14,6.5,95
Halyard Studio,Retainer,Content,2026-07-14,4,80Mapped time lands in your workspace and immediately feeds the margin engine.
Margin Engine
Margin is computed live from real data — never estimates. The billable value of a retainer is measured against the true cost of the hours logged against it, using your team's actual cost rates.
margin % = (billable value - cost) / billable value × 100
cost = Σ (hours logged × team member cost rate)Figures update the moment time lands, so the number on your dashboard is always the honest one.
Why it matters
Agencies usually discover that a fifth of their clients quietly lose money. The margin engine surfaces this before it becomes a cash problem.
Alerts
Pace watches for the moments that hurt profitability and tells you before they bite.
- Scope alerts when logged hours pass a threshold of the retainer.
- Budget alerts when a client approaches its cap.
- Margin alerts when a retainer slips below your target.
- Delivered in-app and by email, per workspace.
Reports
Turn live data into clear, shareable reports for your team and your clients.
- Profitability reports by client, retainer, project or team.
- Export everything to PDF or CSV at any time.
- Schedule recurring reports to your inbox.
- Own your data — full history is always exportable.
API
Coming soonA public REST API with webhooks is on the roadmap. It will let you read clients, retainers, time and margin programmatically, and build integrations with your billing, payroll or reporting stack.
Coming soon
The API is not available yet. Write to hello@pace.so to join the early access list.
Still stuck?
A human from the team replies within one business day.