Project-Alpha Documentation
Run your business,
not your paperwork.
Learn how to manage clients, projects, quotes, contracts, invoices, payments, expenses, and operations with Project-Alpha.
Open source
Self-hostable
Built for small business
Start Here
If you have never seen PA before, use this path:
- Get oriented
Understand what PA is, who it is for, and where each major area lives. - Learn the core concepts
Clients, organizations, projects, documents, public links, payments, and scheduled jobs. - Follow the workflow map
See how quote to contract to invoice to payment fits together. - Configure the system
Set identity, domain, email, billing, taxes, documents, notifications, and backups.
What PA Helps With
Sales DocumentsQuotes, contracts, invoices, terms, custom fields, discounts, deposits, and taxes.
Client WorkflowsPublic links for quote approval, contract signing, invoice payment, project access, and onboarding.
ProjectsGroup client work, files, documents, project invoices, links, and job codes in one place.
PaymentsStripe payments, offline payment recording, partial payments, refunds, receipts, and reconciliation.
OperationsExpenses, receipts, vendors, mileage, forms, backups, cron jobs, and audit reports.
AdministrationUsers, roles, 2FA, app settings, email, security, deployment, and update safety.
Common Tasks
| Task | Start Here |
|---|---|
| Create a quote, contract, or invoice | Quotes, Contracts, Invoices |
| Configure services, packages, Work Activities, or hourly billing | Service Library and Work Activities |
| Review time, corrections, worker statements, or payroll exports | Workforce, Time, Billing, and Pay |
| Send a client a secure document link | Public Links |
| Invite a client to submit their information | Client Onboarding |
| Set up monthly or yearly billing | Recurring Billing |
| Configure Stripe | Stripe Payments |
| Import sales tax rates | Tax Rates |
| Deploy PA | Deployment |
| Protect and restore data | Backups |
Important Boundaries
Project Alpha is operational business software. It is not accounting, legal, or tax advice. Operators are responsible for HTTPS, DNS, backups, credentials, payment processor setup, local tax rules, and compliance review.
PA is designed for a self-hosted deployment operated for one business. It has organization-aware records and permissions, but it is not currently packaged as a fully isolated hosted multi-tenant SaaS.