Teams | Collaboration | Customer Service | Project Management

Managing time off in distributed teams can be a nightmare for agencies. Holiday calendars, PTO rules, approval paths, and work schedules become increasingly difficult to manage as teams add employees in different countries. This guide shows how to centralize time-off management across distributed teams, so HR and People Ops can manage requests, balances, approvals, and availability without relying on separate spreadsheets for each region.

Client retainers are a great way for agencies to create predictable revenue, but they can become expensive when your team doesn’t know how work is being consumed. This guide provides a practical method to manage retainer accounts, track hours, spot risks of overruns, protect margins, and support renewal conversations with real data.

Every payroll cycle, HR and operations teams lose time chasing missing hours, checking PTO, reviewing overtime, and manually reconciling data across spreadsheets and tools. The root cause is usually the same: time data is collected for one purpose but needed for another.

Project profitability is the profit a project generates after subtracting all costs required to deliver it: labor, contractors, expenses, and overhead. The core formula is project profit equals project revenue minus total project costs. This guide walks agencies through a repeatable method to calculate project margins, identify where costs accumulate, and track profitability in time to act on it, whether you use a spreadsheet, a finance system, or time tracking software.