Feature
Always know where every retainer stands
Set a monthly retainer per client and Clocksy tracks usage automatically. No more guessing how many hours are left.
Retainer usageallocated, used and remaining, per client, updated as you track
How it works
Retainer Tracking in four steps
01
Set a retainer per client
Define a monthly hour or fee-based retainer for any client.
02
Track time as normal
Log hours against the client as you would for any other work.
03
See usage in real time
Watch the retainer balance update automatically as hours are logged.
04
Get notified before overage
See clearly when a client is approaching or has gone over their retainer.
Why it matters
What you get with retainer tracking
No more manual tracking
Retainer balances update automatically. No separate spreadsheet required.
Bill overage accurately
When a client goes over their retainer, the extra hours are calculated and invoiced automatically.
Spot at-risk accounts early
See which clients are close to their limit before it becomes a billing surprise.
FAQ