Amplify Your Team's Efficiency with Pegasus + Float Integration
“Because schedules shouldn’t be chaotic, and neither should your software.”
Editor's Note: This post was originally published in September 2020 and has been completely revamped and updated for accuracy, clarity, and Pegasus-level performance.
Why Add Float to Your Pegasus Setup?
You can already rely on Pegasus to manage your jobs, budgets, and billing. It’s the central nervous system of your agency. But what about the critical day-to-day of scheduling resources, planning capacity, and making sure everyone knows what they're working on??
That’s where Float steps in.
Float adds visual resource planning to your Pegasus-powered workflow. It’s built for teams who want to see what’s happening today, plan for tomorrow, and strike the perfect balance, keeping everyone productive without tipping into burnout.
So instead of juggling spreadsheets or playing calendar Tetris, you can drag, drop and get on with your day, while Pegasus takes care of the numbers.
How Pegasus + Float Work Together
Here’s the deal: Pegasus stays your source of truth for staff, jobs, clients and estimates. When you integrate Float, you add a flexible scheduling layer, with Pegasus data seamlessly integrated into Float to reduce double-entry and avoid human error.
Jobs and estimates are pushed from Pegasus to Float, so your resource plans match your scoped work
Teams log time in Float, and it syncs back into Pegasus Timesheets
Financials, forecasting, and reporting stay inside Pegasus so no duplicates, no double entry
Pegasus holds the data. Float puts it to work.
Key Features at a Glance
Here’s what the Pegasus + Float setup makes possible for your team:
Resource Scheduling
Float gives you drag-and-drop scheduling that your ops team will love.Time Tracking
Hours are logged where the work happens (Float) and synced automatically to Pegasus.Capacity Management
See who’s free, who’s booked, and who’s off — with leave and availability synced directly from Pegasus.Multi-Project Planning
Run multiple jobs across different teams, phases and timelines without losing visibility.Forecasting & Reporting
All logged time lands back in Pegasus, ready for reporting, forecasting, and revenue recognition.
What Float Adds, and What Pegasus Owns
We like to think of Float as Pegasus’s operational wingman. It slots in to visualise your team’s workload, without disrupting your financial structure or delivery data.
Pegasus gives you:
Job creation and phasing
Financial control
Forecasting and utilisation metrics
Float gives you:
A planning board that reflects the work
A better daily view of resourcing
Real-time awareness of who’s doing what
And because everything syncs, you never lose track of the hours, the client, or the budget.
What Gets Synced?
When connecting Float and Pegasus, Pegasus remains the single source of truth.
Staff → Appears as “People” in Float
Leave → Synced as “Time-off”
Clients → Created/updated in Pegasus
Jobs → Called “Projects” in Float
Estimates → Becomes “Phases”
Timesheets → Logged in Float, pulled nightly into Pegasus
Step-by-Step: How to Set It Up
Contact our support team to have the Float integration installed for your Pegasus Edge workspace
We will link your Float account and map staff/users
Choose what to sync (staff and jobs). All other data syncs automatically.
Schedule in Float using drag-and-drop
Log time, then let Pegasus sync the hours overnight
Need help? Our friendly support team is just a chat away. Contact us →
Common Agency Pain Points (Solved)
🛑 Overbooked people
🛑 Unclear capacity
🛑 Clashing schedules
🛑 Missing timesheets
🛑 Disconnected job and resource data
✅ Pegasus + Float means:
You scope jobs once, and plan once
Your team sees exactly what’s expected
Your hours are tracked, billed and report-ready
Ready to Get Started?
The Pegasus + Float integration is designed to remove resourcing friction, without changing how you work. Eager to elevate your resource management game? Embrace the future with our Pegasus-Float integration, making every workday feel like a breeze.
Let’s talk about enabling Float in your Pegasus workspace →
New to Pegasus and want to learn more about how Pegasus + Float can solve your pain points?
FAQs on Float + Pegasus Integration
-
Staff, clients, jobs, estimates and leave are all created in Pegasus and pushed to Float based on your selection.
-
Time entries logged in Float flow into Pegasus Timesheets, mapped to the correct job and client, including non-job time.
-
Pegasus pushes data to Float instantly. Timesheet data is pulled back into Pegasus every night, including weekends and holidays.
-
You’re covered. Our AU/NZ-based support team is on call across all time zones by email or phone. We actively monitor the integration.
-
Use Pegasus Edge for all job, staff, leave and estimate changes. That ensures the real-time sync works flawlessly. To delete a job in Float, first delete it from Pegasus. Time tracking must happen in Float.
If something goes wrong with the timesheet import, you’ll receive an automated email. While we don’t actively monitor these, you can always reach out to our support team if something looks off.