A Float alternative for service businesses

Start with your priorities

Before comparing features, agree on three things with the people who will use the system every day:

1. What must work on day one?The processes you cannot run without, starting with the one that hurts most.
2. Where do hand-offs break?The places where data is re-typed between tools or teams today.
3. Who will look after the setup?Who adds fields, changes layouts and onboards new people.

What is Float?

Float is resource planning and scheduling software, used by agencies and consultancies to see who is working on what.

Why service businesses look for an alternative to Float

Every business is different, but these are common reasons service businesses look at other options:

• They want resource plans tied to won and likely work in the CRM
• They want skills and certifications from people records used for staffing
• They want timesheets and billing in the same platform
• They want capacity planning by role, skill, team and location

How Perspectiv is different

• Bookings linked to projects, clients and contracts
• Skills and certifications from People used for staffing
• Timesheets and billing on the same projects
• Single sign-on with SAML or OpenID Connect is included in every plan

When Float may be the better choice

If you only need a visual schedule of people and projects, Float is focused on that. Perspectiv’s resource management is coming soon, as part of a wider platform.

Moving from Float

Perspectiv imports from spreadsheets, matching your columns to its fields as you go, so data exported from Float or any other tool can be brought in. Start with the area that hurts most, run both side by side for a short period, then switch. Our guide on switching in stages applies here too.

1. Map your dataMatch the columns you export to Perspectiv’s fields.
2. Test a small sampleImport a few records and check them with the people who use them.
3. Review, then switchRun both side by side for a short period, then move over. Ask a question if you are unsure.

Float is a trademark of its owner. Perspectiv is not affiliated with or endorsed by Float. Descriptions are based on public information as of October 2026; check with each vendor for current details.

Where it lives in Perspectiv

Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.

• Resource managementComing soon

  Availability, scheduling, staffing, capacity, utilization and pipeline-driven demand.

• WorkforceComing soon

  Employee, contractor and subcontractor records, jobs, positions, an org chart and issued equipment.

• Project managementComing soon

  Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.

• Time & expenseComing soon

  Timesheets, timers and expenses against the work, approved and ready to invoice.