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62 articles in this collection
Written by Oliver Méres
Initial setup

Recommended initial setup

Get useful tips on how to get the most out of Costlocker and set it up so you won’t forget anything important.
Written by Oliver Méres
Updated over a week ago

Company settings

Learn about the recommended initial company settings that will help you get started with your Costlocker processes in no time.
Written by Oliver Méres
Updated over a week ago

Entering overhead costs (fixed, monthly running costs)

Find out how to set up your overheads for accurate and insightful financial reports.
Written by Oliver Méres
Updated over a week ago

Adding people and defining their roles and permissions

Set up your staff's roles in Costlocker so they can work effectively.
Written by Oliver Méres
Updated over a week ago

Creating activities / roles

Define the activities and roles that you sell to your clients and save time on future cost estimates.
Written by Oliver Méres
Updated over a week ago

Deactivating people

Suspend Costlocker users to save money on those, who don't need to use it.
Written by Oliver Méres
Updated over a week ago

Creating and duplicating clients

Every project needs to have a client associated with it. Learn how to add new clients effectively to manage your projects with ease.
Written by Oliver Méres
Updated over a week ago

Tag management

Learn how to manage your tags to harness the power of project tagging. It will prove incredibly useful when looking for specific info.
Written by Oliver Méres
Updated over a week ago

Employee training

If you’re looking for an effective way to introduce Costlocker at your company, we’ll be happy to train your colleagues in using it right.
Written by Oliver Méres
Updated over a week ago

Costlocker live demo

Arrange a demo of Costlocker basics and learn everything you need to get started.
Written by Oliver Méres
Updated over a week ago