Theme Builds, Plugin Work & Care Plans — All Tracked
WordPress projects involve layers generic tools ignore: theme templating, ACF configuration, WooCommerce setup, plugin compatibility testing. AgencyPro tracks each layer and transitions builds into recurring care plans.
Structure each WordPress project by component — custom theme from scratch, child theme modifications, WooCommerce setup, ACF field groups, and third-party plugin configuration. Clients see exactly which pieces are in progress.
Log time separately for theme templating, custom plugin development, WooCommerce configuration, content migration from legacy CMS, and speed optimization. Know which WordPress-specific tasks eat the most hours per project.
Automate monthly invoices for WordPress care plans that bundle core updates, plugin patches, uptime monitoring, and security scans. Track ad-hoc support requests against included hours and bill overages instantly.
Share staging URLs organized by build phase. Clients click through pages and leave feedback pinned to specific templates, WooCommerce product pages, or custom post types — replacing vague email descriptions.
Deliver Gutenberg editor walkthroughs, ACF field guides, and WooCommerce order management tutorials through the client portal. Track training hours separately so onboarding is always a billable line item.
See how much revenue comes from one-time WordPress builds versus recurring care plans. Identify the tipping point where maintenance revenue covers overhead and new builds become pure growth.
From Theme Build Through Care Plan in Four Steps
Follow a WordPress project from initial scope through theme development, client staging review, and the post-launch transition to a monthly care plan — with billing at each gate.
Scope Theme, Plugins & Content Migration
Audit the existing site (or define the new build), list required plugins, map custom post types, and estimate content migration effort. Collect the deposit before any theme work begins
Build Theme & Configure WooCommerce/Plugins
Develop the custom theme or child theme, set up ACF fields, configure WooCommerce if needed, and integrate third-party plugins — logging hours per WordPress layer as you go
Client Review on Staging with Template Feedback
Deploy to a staging environment and walk the client through each template, product page, and custom post type. Collect feedback pinned to specific pages before launch prep
Launch, Train & Convert to Care Plan
Push to production, deliver CMS training sessions and documentation, invoice the final milestone, and roll the client into a monthly WordPress care plan for updates and support
What Happens When Every Plugin Hour Is Tracked
WordPress agencies that track theme, plugin, WooCommerce, and migration work separately discover hidden margin leaks — and build care plans that clients actually renew.
Stop Giving Away Plugin Troubleshooting Time
Plugin conflicts, update regressions, and compatibility patches are real work. Tracking these hours against care plans ensures clients pay for every support intervention, not just the ones they remember requesting.
Convert Every Build Client into Recurring Revenue
After launch, automatically propose a care plan covering core updates, plugin patches, backups, and ad-hoc support. Historical build data shows clients exactly why ongoing maintenance matters.
Quote Content Migrations Accurately
Moving from Squarespace, Wix, or a legacy CMS to WordPress is notoriously hard to estimate. Past migration logs tell you a 200-page site with custom fields takes X hours — not the guess you used last time.
Separate WooCommerce Setup from Theme Work
Product imports, payment gateway configuration, shipping rules, and tax setup are different work from theme development. Tracking them separately prevents WooCommerce complexity from silently eating your margins.
Make CMS Training a Profit Center
Gutenberg walkthroughs, ACF field training, and WooCommerce order management sessions are billable services. Tracking training hours separately turns a cost center into a revenue line.
Prove Care Plan Value with Monthly Reports
Automated care plan reports show clients every plugin updated, every security scan run, and every support request resolved. Clients who see the work are far less likely to cancel their plan.
Build clients converted to care plans
Saved weekly on plugin update reporting
Avg monthly recovered from unbilled WP support
Based on average results reported by agencies using AgencyPro
Frequently Asked Questions
Get answers to common questions about our platform.
How does AgencyPro help WordPress agencies manage site build milestones?
Organize WordPress builds into milestones: design approval, theme development, plugin integration, content migration, and launch. Track progress toward each milestone and automatically invoice when milestones are completed. Clients can see exactly what's being built and when deliverables are due, improving project transparency.
Can I track plugin and theme development hours separately?
Yes. Track time spent on custom theme development, plugin customization, third-party integrations, and content migration separately. Set different hourly rates for each type of work. This helps you understand which development activities are most time-consuming and price WordPress projects accordingly.
How does staging site sharing work for WordPress projects?
Share staging WordPress sites securely through client portals. You can organize staging URLs by version, feature, or milestone. Clients can access staging environments 24/7, see what's changed, and provide feedback directly in the portal. Access permissions ensure only authorized users can view staging sites.
What happens when clients need ongoing WordPress maintenance?
Create a care plan with a fixed monthly invoice and an hour pool. As your team logs security patches, plugin updates, and content edits, the hours deduct from the pool automatically. When the pool runs low, the client gets a notification — not a surprise overage bill. This turns maintenance from a cost center into a predictable, profitable service line.
How does client training session tracking work?
Track time spent on WordPress training sessions, documentation creation, and handoff meetings separately from development work. Bill clients accurately for onboarding and training time. This ensures you get paid for knowledge transfer and helps clients understand the value of training services.
Can I customize the client portal for WordPress agency clients?
Brand the portal with your agency logo, colors, and custom domain. Organize dashboards by WordPress project phase, display staging site links prominently, and control which details clients see. Non-technical clients get a simplified view while your developers access full project details.
How does AgencyPro compare to ManageWP for WordPress agencies?
While ManageWP focuses on site management and updates, AgencyPro handles client billing, project tracking, and portal access. Use AgencyPro alongside ManageWP to cover both technical site management and business operations like invoicing, time tracking, and client communication.
Does AgencyPro scale as my WordPress agency grows?
AgencyPro grows with your agency from solo freelancer to a full team. Add unlimited projects and team members, manage dozens of maintenance retainers simultaneously, and use team dashboards to monitor workload. Bulk invoicing and automated retainer billing save hours as client counts increase.
How quickly can my WordPress agency get started with AgencyPro?
Most WordPress agencies are fully set up within a day. Import existing clients, configure retainer billing templates, and create project milestones in minutes. Pre-built templates for WordPress site builds and maintenance retainers mean you start tracking time and billing clients immediately.
Can clients submit WordPress support requests through the portal?
Clients submit maintenance requests, bug reports, and feature requests directly through their portal. Each request tracks time spent, priority level, and resolution status. This eliminates scattered emails and ensures every support task is logged, tracked, and billed against the retainer.
Resources for WordPress Agencies
Guides, templates, and tools to help you run a more profitable WordPress agency.
Software Development Invoice Template
Professional invoice template designed for WordPress development services.
How to Prevent Scope Creep
Master scope management and protect your WordPress project margins.
Freelance Rate Calculator
Calculate your ideal hourly rate for WordPress development services.
Web Development Agencies
Specialized features for general web development agencies.