Skip to content
Gallery
RPA Tools Playbook
Our Playbook | RPA Tools
Business model
Workflows
Agency Team
Clients
Estimates
Projects
Retainers
Tasks
Resourcing
Tools
More
Share
Explore
Retainers

icon picker
Retainer Tracker

Set up recurring work contracts
To do:
Next period button + automation
Retainer Usage
Retainer Name
Client
Month
Points Get
Points Used
Points Available
% Points Used
1
⁠
@Cedar Inc
⁠
@January 2020
⁠
⁠
Cedar Inc
January 2020
30
20
10
67%
2
⁠
@Barnyard Soils
⁠
@January 2020
⁠
⁠
Barnyard Soils
January 2020
10
15
-5
150%
3
⁠
@Overlake
⁠
@January 2020
⁠
⁠
Overlake
January 2020
50
32
18
64%
4
⁠
@Cedar Inc
⁠
@February 2020
⁠
⁠
Cedar Inc
February 2020
30
25
5
83%
There are no rows in this table
⁠
Retainer Contracts
Client
Points per month
Create next month button
1
Cedar Inc
30
[TKTK]
2
Barnyard Soils
10
​
3
Overlake
50
​
There are no rows in this table
⁠











Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.