Tasks · Notes · Customers · Invoicing — Web & Android

Keep projects, client notes, and billing in one calm workspace.

ProjectBright connects your daily tasks, meeting journals, customer directory, and scheduled invoices around shared projects—so nothing slips between separate apps.

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ProjectBright dark-mode workspace showing Today tasks, smart date scheduling, and shared projects

Four connected tools. One shared project model.

Every ProjectBright plan includes the complete four-plugin workspace suite—Tasks, Notes, Customer Directory, and Invoicing—built around shared projects and customer records.

Tasks & Daily Focus

Organize work by project or Inbox, plan your day in Today and Upcoming views, parse natural-language due dates as you type, and forward emails straight into your task list.

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Rich Notes & Document Scanning

Write structured project notes, maintain chronological meeting journals, scan multi-page documents on Android with private OCR search, and export clean PDFs.

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Customer Directory

Keep client organizations, primary and billing contacts, addresses, and communication consent logs in one shared directory linked directly to your projects and invoices.

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Scheduled & Recurring Invoicing

Create polished PDF and email invoices from your service catalog, schedule recurring billing with advance review notices, and track check, ACH, or manual payments.

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Email-to-Tasks Intake

Generate a private, revocable forwarding address per project or Inbox. Forwarded client emails become actionable tasks automatically (100/mo on Starter, 500/mo on Pro).

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Android App & Home-Screen Widget

Capture tasks, photos, and multi-page document scans from your phone. Check off Today and Overdue items right from the Android home-screen widget.

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From client project to scheduled PDF invoice in seconds

In most tools, your task board, meeting notes, and client billing live in separate silos. In ProjectBright, a single project links directly to its Customer record, holds all open and completed tasks, and connects seamlessly to your Invoicing catalog and recurring retainer schedules. Receive advance review notices before recurring invoices are emailed, lock immutable PDF snapshots on send, and record ACH or check payments with a full audit trail.

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ProjectBright dark-mode Invoicing view showing scheduled retainers, payment tracking, and PDF snapshot preview

Scanned document inside a ProjectBright note with clean perspective crop

Built for the desk and the field with Android sync

ProjectBright includes a native Android companion experience designed for real client work: - **Home-Screen Task Widget** — View and complete Overdue and Today tasks or jump straight into task creation. - **Multi-Page Document Scanner** — Scan contracts, receipts, and whiteboard sketches with edge detection and perspective cleanup. - **Private On-Device OCR** — Extracted text is indexed privately on your note attachment so you can search inside scanned documents from web or mobile.

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Active ProjectBright Plans — Starter vs. Pro

Capability / Monthly Allowance	ProjectBright Starter ($14.99/mo)	ProjectBright Pro ($29.99/mo)
7-Day Free Trial	Included	Included
Full 4-App Workspace Suite (Tasks, Notes, Customers, Invoicing)	Included	Included
Android App, Document Scanner & Home-Screen Task Widget	Included	Included
Email-to-Tasks Inbound Intake (`task-manager.inbound-email`)	100 emails / month	500 emails / month
Monthly Invoices Sent (Scheduled, Recurring & Immediate)	Up to 15 invoices / month	Up to 150 invoices / month
Active Recurring Invoice Schedules	Up to 3 active schedules	Up to 25 active schedules
AI Note Organize & Summarize Actions	Up to 25 actions / month	Up to 200 actions / month
Workspace Team Members	Up to 3 members	Up to 15 members

Software we run our own business on

ProjectBright isn't a throwaway prototype. We built it on the AppLaunch platform to run our own daily consulting projects, client notes, customer records, and invoicing—and refined every workflow for speed and clarity.

Practical tools without enterprise bloat

You don't need a six-week onboarding project just to track deliverables, take meeting notes, and send a clean PDF invoice. Sign up, start your 7-day trial on Starter or Pro, and have your workspace running in minutes.

Frequently asked questions

What is the difference between ProjectBright Starter and Pro?

Both Starter ($14.99/month) and Pro ($29.99/month) include the complete ProjectBright application suite (Tasks, Rich Notes, Customer Directory, and Invoicing) and a 7-day free trial. Starter is sized for solo operators and small practices (100 inbound emails/month, up to 15 monthly invoice sends, 3 recurring schedules), while Pro is built for high-volume practices and teams (500 inbound emails/month, up to 150 monthly invoice sends, 25 recurring schedules, and higher AI note limits).

Can I invite team members or collaborators to my workspace?

Yes. Workspaces support Owner, Administrator, Member, and read-only Guest roles so you can collaborate on shared projects, assign tasks, and control who can manage billing or invoice settings.

How does Email-to-Tasks work?

You can generate a unique forwarding address for your Inbox or any specific project. When you forward an email to that address, ProjectBright converts the subject and plain-text body into a task and tracks usage against your monthly plan allowance (100/month on Starter, 500/month on Pro). You can rotate or disable an address at any time.

Does ProjectBright AI read my notes automatically?

No. AI writing tools in Notes (Organize and Summarize) run only when you explicitly click the AI action in the editor, and they always show a side-by-side preview that you must accept before anything in your note changes.