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What’s Costlocker, what it’s for and how it can help you

If you’re an agency selling your time, Costlocker will help you get a better idea about your company’s financial health.

Written by David Maralík
Updated this week

The reasons behind Costlocker – our story

Costlocker was created to satisfy specific needs of our own digital agency, 2FRESH. That’s why we know what challenges agencies face.

Written by David Maralík
Updated this week

Coaching for agency owners

Facing difficult challenges and business decisions? Let us be your partner and share our extensive experience from the agency business.

Written by David Maralík
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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 David Maralík
Updated this week

Company settings

Learn about the recommended initial company settings that will help you get started with your Costlocker processes in no time.

Written by David Maralík
Updated this week

Entering overhead costs (fixed, monthly running costs)

Find out how to set up your overheads for accurate and insightful financial reports.

Written by David Maralík
Updated this week

Adding people and defining their roles and permissions

Set up your staff's roles in Costlocker so they can work effectively.

Written by David Maralík
Updated this week

Creating activities / roles

Define the activities and roles that you sell to your clients and save time on future cost estimates.

Written by David Maralík
Updated this week

Deactivating people

Suspend Costlocker users to save money on those, who don't need to use it.

Written by David Maralík
Updated this week

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 David Maralík
Updated this week

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 David Maralík
Updated this week

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 David Maralík
Updated this week

Costlocker live demo

Arrange a demo of Costlocker basics and learn everything you need to get started.

Written by David Maralík
Updated this week

Creating STANDARD projects

Standard PROJECTS are the bread and butter of most agencies. Learn how to set them up quickly, easily and effectively.

Written by David Maralík
Updated this week

Creating RECURRING projects

Have your monthly projects managed automatically by Costlocker. Just set up a RECURRING project and define its basic settings.

Written by David Maralík
Updated this week

Duplicating existing projects

Use your previous projects as templates and save time when creating new ones.

Written by David Maralík
Updated this week

Closing projects

Correctly closing finished projects is crucial for accurate reporting and invoicing. Learn how it can help you and how to do it right.

Written by David Maralík
Updated this week

Tagging projects

Learn how to effectively use tags to gain important company and project insights later.

Written by David Maralík
Updated this week

Auto ID

Number your projects effortlessly with automated project IDs.

Written by David Maralík
Updated this week

Defining project supervisors

Delegate your project management by setting up project supervisors for each project.

Written by David Maralík
Updated this week

Entering project discounts

Discounts are an ever-present element of our projects. Read on to learn how to make them work in Costlocker.

Written by David Maralík
Updated this week

Project detail (Overview)

One of the most important screens in Costlocker explained in detail.

Written by David Maralík
Updated this week

Detailed project status (Report)

Dive deep into your project data and watch your progress in different perspectives.

Written by David Maralík
Updated this week

Overtracking warnings (Alerts)

Keep your spending in check and get alerted when people spend more time on a task than they should.

Written by David Maralík
Updated this week

Project notes (Notes)

Enter notes under any project to append extra information.

Written by David Maralík
Updated this week

Project hourly rates (Rates)

Save time when creating projects and watch your costs and profits per any man-hour by setting up your people's hourly rates.

Written by David Maralík
Updated this week

Budgeting projects with time estimates

Create a project budget based on the estimated number of hours.

Written by David Maralík
Updated this week

Budgeting fixed price projects

Create a project budget by entering fixed prices.

Written by David Maralík
Updated this week

Budgeting monthly fee projects

Create cost estimates for monthly, fee-based projects that keep going over several months.

Written by David Maralík
Updated this week

Invoicing tracked time retrospectively

A project budget is created retrospectively by counting all worked time.

Written by David Maralík
Updated this week

Re-selling external project costs

Make profit on contractors, media, and more. Learn how to re-sell your external expenses to your clients.

Written by David Maralík
Updated this week

Exporting project budgets into Excel

Send your cost estimates to your clients easily, or use their Excel sheets to import them elsewhere.

Written by David Maralík
Updated this week

Internal projects with no budget

Track all your expenses, even the ones you spend internally. Learn how to do it through internal projects.

Written by David Maralík
Updated this week

Project billing

Learn how to track your invoices in Costlocker and how it can help you see and evaluate the coming months.

Written by David Maralík
Updated this week

Billing outlook

See how your company is going to be doing in the coming months and whether your profits are going to cover expenses.

Written by David Maralík
Updated this week

Invoicing more than the total project budget (Revenue)

Learn how to enter success fees into Costlocker so that the project data reflects reality.

Written by David Maralík
Updated this week

Invoicing less than planned – giving discounts

Learn how to enter discounts into Costlocker so that the project data reflects reality.

Written by David Maralík
Updated this week

Tracking time using the Start/Stop function

Measure the time you spend working by recording the start and end times.

Written by David Maralík
Updated this week

Entering time retrospectively using Time tracking

If you don't like starting and stopping the clock, enter your worked hours when you're finished.

Written by David Maralík
Updated this week

Entering time retrospectively using the Timesheet

Enter your and other people's hours for the past days in an easy-to-navigate timesheet chart.

Written by David Maralík
Updated this week

Desktop app for time tracking

Track time effortlessly with a native, easy-to-use app.

Written by David Maralík
Updated this week

Project timesheet

See and edit your employees' man-hours in a simple and easy-to-understand timesheet that can be exported to Excel.

Written by David Maralík
Updated this week

Bulk timesheet editing

Manage the history of tracked time quickly and effectively using the bulk editing functions of the timesheet.

Written by David Maralík
Updated this week

4 timesheet perspectives

See your timesheets in different ways to accommodate your style and requirements.

Written by David Maralík
Updated this week

Basic financial reports within the app

Quickly find critical insights about your company, projects and employees to base your decisions on numbers.

Written by David Maralík
Updated this week

Company performance

See all the critical financial trends at a glance and discover where you're earning and losing money.

Written by David Maralík
Updated this week

Comparing clients using financial metrics

Choosing the right client matters – use Costlocker to compare their properties and base your negotiations with them on hard data.

Written by David Maralík
Updated this week

Creating custom reports using Costlocker API

The Costlocker API allows you to request any data you need, enabling you to create your ideal report.

Written by David Maralík
Updated this week

Checking who earned their salary (and who didn’t)

Written by David Maralík
Updated this week

Reports tailored to your business needs

If the native Costlocker reports are not enough for you, we’ll be happy to prepare a report that will reflect your exact requirements.

Written by David Maralík
Updated this week

Costlocker API and its capabilities

If there’s a skilled developer on your team, Costlocker can prove even more advantageous – its API enables you to get exactly what you need.

Written by David Maralík
Updated this week

Importing data into Costlocker

If you use other applications in your workflow as well, don’t worry. Most of their data can be imported into Costlocker.

Written by David Maralík
Updated this week

Integrating Costlocker with Basecamp

Basecamp.com is a great tool for project-based communication between your team and the client, and Costlocker supports integration with it.

Written by David Maralík
Updated this week

Integrating Costlocker with other applications

If there are other apps in your workflow, integrate them with Costlocker and share their data. All you need is a developer on your team.

Written by David Maralík
Updated this week

Creating API tokens of your company account

In order to use the Costlocker API, it’s necessary to generate a token that serves as a security measure and a key to your data.

Written by David Maralík
Updated this week

Locking projects

Find out when it's handy to hide your projects from time tracking and learn how to do so.

Written by David Maralík
Updated this week

Account Owner role

Information about account ownership

Written by David Maralík
Updated this week

Tracking client care

Gain important insights into how much customer support costs you and track the time you spend on taking care of your clients.

Written by David Maralík
Updated this week

Tracking variable monthly expenses

Improve the accuracy of your reports by entering variable monthly expenses on top of your stable overheads.

Written by David Maralík
Updated this week

Adding clients to Costlocker

Let clients see what's happening with their projects in your Costlocker account.

Written by David Maralík
Updated this week

Managing cash flow with Costlocker

Keep track of payments and billings to always have your cash flow under control.

Written by David Maralík
Updated this week

Regular Friday review (recommended)

Stay in sync and check your data accuracy in Costlocker regularly.

Written by David Maralík
Updated this week

Keyboard shortcuts

Save time and effort and use Costlocker's dedicated key combinations.

Written by David Maralík
Updated this week

Experimental feature: Resource management

Written by David Maralík
Updated this week