hTech PM – Project Management for WHMCS

hTech PM is a professional-grade Project Management addon built natively for WHMCS.
It is designed for agencies, developers, and service providers who need clear workflows, client collaboration, and billing visibility — without leaving WHMCS.

This module focuses on clarity, accountability, and low-friction communication, not bloated PM features.

Why hTech PM?

Most WHMCS project tools are either:

• Too simple to be useful, or
• Too complex and disconnected from real workflows

hTech PM bridges that gap by providing:

• Clean admin and client experiences
• Real approval + revision workflows
• Tight integration with tickets, invoices, and services
• Architecture built for long-term stability

Key Features

Project Overview & Visibility

• Central PM dashboard for admins
• Client-facing PM hub with clear status and actions
• Project health, signals, and “needs attention” indicators

Task Management

• Flexible task statuses
• Admin task assignment
• Optional Kanban-style task view
• Tasks link directly to files and discussions

Discussions (Client + Staff)

• Centralized project discussions
• Client-visible or internal-only messages
• Attachments supported
• Task-linked discussions for full context

File Management & Approvals

• Upload files with optional client approval
• Clients can Approve or Request Changes
• Full file revision history (v1, v2, v3…)
• Superseded file tracking
• Clear approval and revision status indicators

Revision Workflow (Built Properly)

• “Changes Requested” ≠ “Pending Approval”
• Revised uploads automatically supersede prior versions
• Signals update correctly across projects
• Eliminates file confusion for clients

Soft SLA Timers (Informational)

• “Awaiting client approval — X days”
• “Awaiting revision — X hours”
• No enforcement or pressure — just clarity

Per-Project Notification Control

Control notifications per project, not globally:

• Notify client on file uploads
• Notify staff on client uploads
• Notify staff on change requests
• Notify staff on approvals
• Notify on discussions (client/staff)

No duplicate emails. No spam.

Activity Timeline

• Human-readable project activity
• Tracks files, revisions, approvals, tasks, discussions
• Available to admins and clients
• No raw system events or JSON noise

Task ↔ File ↔ Discussion Linking

• Tasks show linked file and discussion counts
• Click-through filtering between tabs
• Context follows the work — no tab hunting

Billing & WHMCS Integration

• Designed to work alongside WHMCS tickets and services
• Supports project-based billing workflows
• Invoice awareness built into the project view

Built for Stability

Architecture Highlights

• Clean separation of logic and templates
• Uses WHMCS Capsule / Illuminate DB
• No logic in templates
• Idempotent database migrations
• In-app updater with rollback safety
• Licensing enforcement included

Compatibility

• WHMCS: 8.x
• PHP: 8.x
• Fully compatible with WHMCS admin themes

Test It Now

Trial Available:
14-day trial for $19.99

Perfect for testing in your environment before committing.

Ideal For

• Web agencies
• Hosting providers
• Development teams
• Managed service providers
• Any business running client projects inside WHMCS

Philosophy

hTech PM is built around:

• Clarity over clutter
• Workflow over features
• Stability over shortcuts

It doesn’t try to replace full PM platforms — it integrates project management where your clients already are.

Get Started

Install, activate, create a project — and you’re productive immediately.

If you’ve been looking for a serious, professional Project Management addon for WHMCS,
hTech PM is built for exactly that.