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65 articles in this collection
Written by
David Maralík
and
Lucie Spackova
Costlocker basics
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 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
David Maralík
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
David Maralík
Updated over a week ago
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
David Maralík
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
David Maralík
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
David Maralík
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
David Maralík
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
David Maralík
Updated over a week ago
Deactivating people
Suspend Costlocker users to save money on those, who don't need to use it.
Written by
David Maralík
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
David Maralík
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
David Maralík
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
David Maralík
Updated over a week ago
Costlocker live demo
Arrange a demo of Costlocker basics and learn everything you need to get started.
Written by
David Maralík
Updated over a week ago
Creating, closing and duplicating projects
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 over a week ago
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 over a week ago
Duplicating existing projects
Use your previous projects as templates and save time when creating new ones.
Written by
David Maralík
Updated over a week ago
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 over a week ago
Tagging projects
Learn how to effectively use tags to gain important company and project insights later.
Written by
David Maralík
Updated over a week ago
Auto ID
Number your projects effortlessly with automated project IDs.
Written by
David Maralík
Updated over a week ago
Defining project supervisors
Delegate your project management by setting up project supervisors for each project.
Written by
David Maralík
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
David Maralík
Updated over a week ago
Project detail and financial status
Project detail (Overview)
One of the most important screens in Costlocker explained in detail.
Written by
David Maralík
Updated over a week ago
Detailed project status (Report)
Dive deep into your project data and watch your progress in different perspectives.
Written by
David Maralík
Updated over a week ago
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 over a week ago
Project notes (Notes)
Enter notes under any project to append extra information.
Written by
David Maralík
Updated over a week ago
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 over a week ago
Creating cost estimates
Budgeting projects with time estimates
Create a project budget based on the estimated number of hours.
Written by
David Maralík
Updated over a week ago
Budgeting fixed price projects
Create a project budget by entering fixed prices.
Written by
David Maralík
Updated over a week ago
Budgeting monthly fee projects
Create cost estimates for monthly, fee-based projects that keep going over several months.
Written by
David Maralík
Updated over a week ago
Invoicing tracked time retrospectively
A project budget is created retrospectively by counting all worked time.
Written by
David Maralík
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
David Maralík
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
David Maralík
Updated over a week ago
Creating internal, non-billable projects
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 over a week ago
Invoicing projects
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 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
David Maralík
Updated over a week ago
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 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
David Maralík
Updated over a week ago
Tracking time
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 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
David Maralík
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
David Maralík
Updated over a week ago
Desktop tracking app (Mac available, Windows in development)
Desktop app for time tracking
Track time effortlessly with a native, easy-to-use app.
Written by
David Maralík
Updated over a week ago
Timesheets – worked hours records
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 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
David Maralík
Updated over a week ago
4 timesheet perspectives
See your timesheets in different ways to accommodate your style and requirements.
Written by
David Maralík
Updated over a week ago
Financial reports
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 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
David Maralík
Updated over a week ago
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 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
David Maralík
Updated over a week ago
Checking who earned their salary (and who didn’t)
Written by
David Maralík
Updated over a week ago
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 over a week ago
API, integrations & data import
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 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
David Maralík
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
David Maralík
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
David Maralík
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
David Maralík
Updated over a week ago
Tips & tricks for advanced users
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 over a week ago
Account Owner role
Information about account ownership
Written by
David Maralík
Updated over a week ago
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 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
David Maralík
Updated over a week ago
Adding clients to Costlocker
Let clients see what's happening with their projects in your Costlocker account.
Written by
David Maralík
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
David Maralík
Updated over a week ago
Regular Friday review (recommended)
Stay in sync and check your data accuracy in Costlocker regularly.
Written by
David Maralík
Updated over a week ago
Keyboard shortcuts
Save time and effort and use Costlocker's dedicated key combinations.
Written by
David Maralík
Updated over a week ago
Experimental features
Experimental feature: Resource management
Written by
David Maralík
Updated over a week ago
Subscription
Payment gateway Stripe
Changes when switching to a new payment gateway - Stripe
Written by
Lucie Spackova
Updated over a week ago