Secure a predictable revenue stream and workload with retainer agreements. Centralize all relevant information by using Scoro’s quotes to record retainer terms.

Agree on retainer terms

Set up retainer projects with a few clicks. All retainer periods and budgets are automatically created so you can easily track the actual results against each period’s target.

Automate retainer management

Managing ongoing client work becomes a breeze. Prioritize what matters most by viewing only the activities, sales, and financial documents relevant to the current period.

Focus on the now

Set retainer time and monetary budget and track burndown by period. Got a flexible contract? Roll over unused hours or borrow time from future periods.

Stay within budget

Save time by automating the entire billing process. Automatically generate and issue invoices for each period. Set up late payment reminders to maintain a healthy cash flow.

Automate invoicing

Track internal delivery costs to know the true profitability of each period. Include project-related bills and expenses to ensure they are accounted for in the budget.

Control costs

Understand how work is distributed among junior and senior team members. Reallocate resources to stay within the budget.

Avoid overservicing