Retainer Tracker
How to add a retainer
Adding a retainer takes about a minute.
You need the client name, monthly fee, included hours, and your internal hourly cost.
Step by step
- Open the dashboard and click Add Retainer.
- Enter the client name.
- Enter the monthly retainer fee (in your default currency).
- Enter the included hours per month.
- Enter your internal hourly cost. This is what the work costs you, not what the client pays.
- (Optional) Add a service type to group similar clients later.
- Save the retainer.
After you add a retainer
Log time against the retainer as the month goes on.
The dashboard will show hours used, hours left, earned to date, profit, margin, and a status label.
Ready to check your own retainers?
Track included hours, logged time, delivery cost, profit, and status in one simple dashboard.
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