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 Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
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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 Kamil Skramuský
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 Kamil Skramuský
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 Kamil Skramuský
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 Kamil Skramuský
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 Kamil Skramuský
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Deactivating people

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

Written by Kamil Skramuský
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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 Kamil Skramuský
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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 Kamil Skramuský
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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 Kamil Skramuský
Updated over a week ago

Costlocker live demo

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

Written by Kamil Skramuský
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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 Kamil Skramuský
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Creating RECURRING projects

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

Written by Kamil Skramuský
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Duplicating existing projects

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

Written by Kamil Skramuský
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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 Kamil Skramuský
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Tagging projects

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

Written by Kamil Skramuský
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Auto ID

Number your projects effortlessly with automated project IDs.

Written by Kamil Skramuský
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Defining project supervisors

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

Written by Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

Project detail (Overview)

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

Written by Kamil Skramuský
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Detailed project status (Report)

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

Written by Kamil Skramuský
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Overtracking warnings (Alerts)

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

Written by Kamil Skramuský
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Project notes (Notes)

Enter notes under any project to append extra information.

Written by Kamil Skramuský
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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 Kamil Skramuský
Updated over a week ago

Budgeting projects with time estimates

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

Written by Kamil Skramuský
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Budgeting fixed price projects

Create a project budget by entering fixed prices.

Written by Kamil Skramuský
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Budgeting monthly fee projects

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

Written by Kamil Skramuský
Updated over a week ago

Invoicing tracked time retrospectively

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

Written by Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

Exporting project budgets into Excel

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

Written by Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
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Project billing

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

Written by Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
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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 Kamil Skramuský
Updated over a week ago

Invoicing less than planned – giving discounts

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

Written by Kamil Skramuský
Updated over a week ago

Tracking time using the Start/Stop function

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

Written by Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

Desktop app for time tracking

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

Written by Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

Bulk timesheet editing

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

Written by Kamil Skramuský
Updated over a week ago

4 timesheet perspectives

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

Written by Kamil Skramuský
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Basic financial reports within the app

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

Written by Kamil Skramuský
Updated over a week ago

Company performance

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

Written by Kamil Skramuský
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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 Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

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

Written by Kamil Skramuský
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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 Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

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 Kamil Skramuský
Updated over a week ago

Locking projects

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

Written by Kamil Skramuský
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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 Kamil Skramuský
Updated over a week ago

Tracking variable monthly expenses

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

Written by Kamil Skramuský
Updated over a week ago

Adding clients to Costlocker

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

Written by Kamil Skramuský
Updated over a week ago

Managing cash flow with Costlocker

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

Written by Kamil Skramuský
Updated over a week ago

Regular Friday review (recommended)

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

Written by Kamil Skramuský
Updated over a week ago

Keyboard shortcuts

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

Written by Kamil Skramuský
Updated over a week ago