Roadbase

Roadbase is an AI-native, quote-first planning platform for freelancers and creative agencies. Paste a client brief or bring in a client email/PDF, and Roadbase generates a clear, editable roadmap that lays out the work, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning.

From there, you review and adjust anything that doesn’t fit before sending it out. Roadbase keeps the timeline and the work breakdown connected, so you can see how tasks, timing, roles, hours, and the quote come together in one project model. The goal is a usable first draft you control—not an autopilot estimate—so you can set the final price and commercial assumptions.

Once a quote is approved, Roadbase carries the plan into a simple Kanban workspace. You can assign tasks, capture notes and comments with the work, and track time against the original estimate by project and task. It also helps you learn from prior work by comparing planned hours with tracked time, so the next quote starts with better historical context.

Roadbase is positioned for creative services such as advertising, branding, design, content, video production, web/app work, and related consulting. It’s not accounting, invoicing, CRM, ERP, contract, e-signature, or enterprise resource-planning software. Roadbase is free to try with one active project.

What does Roadbase do with my client brief?

You paste the brief (or bring it in as a client email/PDF), and Roadbase creates an editable project roadmap with phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning.

Can I edit the draft before sending a proposal?

Yes. You can review the AI-generated draft and change any part that doesn’t match the job before the work is sent to the client.

How does Roadbase build the quote?

After review, you apply your own role costs/billable rates and add the quote inputs you choose (such as overhead, direct expenses, contingency, and target margin) to generate the proposal.

Can I send the proposal as a PDF?

Yes. When the plan is ready, you can export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF.

What happens after the quote is approved?

Roadbase moves the project into a Kanban workspace with the phases, tasks, and notes. Your team can track progress and comments within the same project.

Does Roadbase track actual time versus the estimate?

Yes. You can track time by project and task while the work is live, then compare planned hours with tracked time to inform future quotes.