Contracts & Retainers
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Take the pain out of managing retainers and service contracts, with integrated renewals, reporting & billing.
Do you have retainers or service contracts with clients? Cut your billing & reporting hassles with the Contracts & Retainers, which links your work & timesheets to contracts automatically.
Watch video - Contracts & Retainers
Track contracts, retainers & budgets
Retainers and service contracts are a double edged sword; they provide reliable income but reconciling the time spent to the available budget can be a time consuming nightmare! With AffinityLive, you're able to easily set up service contracts and retainers, and then track as their budgets get utilized through work in all other parts of the system - from projects through to issues & support.
Easily renew, rollover & invoice
The Contracts & Retainers module makes it really easy to renew recurring contracts, optionally roll-over unused allocations of time or budget from previous periods, and of course to invoice clients - all through one simple, integrated process. Spend more time doing what you do best, and waste less time in doing admin with AffinityLive.
Send reports & invoice for extras
From time to time, your clients will want to know how you've been spending their retainer; a process which traditionally has involved a lot of time spent pulling together spreadsheets, timesheets and other reports. With AffinityLive, with just a couple of clicks you're able to pull an up-to-the-minute accurate report of work done, budgets and time used, and either email it to the client or export it into a spreadsheet for further manipulation.Additionally, from time to time a client will go over their allocated budget in a contract period. With AffinityLive, a couple of clicks and you've generated an itemized invoice - quick, easy, professional and accurate.
Capture emails, meeting notes & docs
Contracts and retainers can be active for a long time - especially if you're doing a good job! During the life of a contract, there can be dozens of emails between staff and clients. Multiple versions of documents are generated, and if you're not careful this critical information can just disappear. To make sure your account management team doesn't miss anything, AffinityLive automatically captures all contract & retainer emails against the relevant contract in a central, searchable system.Account managers can also use AffinityLive to schedule appointments (which ties in with their calendar), record their meeting and call notes, store their important documents directly against a contract, ensuring nothing is lost.