Teams | Collaboration | Customer Service | Project Management

In this video, we'll show you how to plan, track, and invoice retainer projects in Scoro. Retainers are long-term partnerships where a client pays a fixed sum for a set number of hours or deliverables each period. While you enjoy a predictable revenue stream and workload, your client secures a strategic partner to help them achieve long-term goals. To set up a retainer in Scoro, simply toggle the switch to retainer when creating a new project.

In this video guide, we'll walk you through the process of adding services, predefining cost and selling rates, and achieving consistency across your team. By predefining your service offer in Scoro, you'll save time on double-data entry when creating financial documents and gain valuable insights through insightful reporting on your services. Ensure profitability and maintain a standardized approach to pricing with ease.

Looking to supercharge your productivity in Scoro? Check out our comprehensive video on triggers and actions in Scoro. With the help of triggers and actions, you can easily automate parts of your workflows and set up custom notifications to stay on top of your daily tasks. You can create different rules with the simple logic of "When this happens and these conditions apply, then do that". It helps you to automate repetitive tasks and save time. This in turn increases your own efficiency as you can focus on the important tasks while automations take care of the mundane ones.

Reports library is the quickest way to find the essential metrics you can monitor to optimize your business performance. In this video you'll discover expert-built templates for productivity, utilization, revenue, cost, profitability, and sales reports. Watch this video to explore the valuable insights each category holds!

Discover the easiest ways to log your time in Scoro and streamline productivity. In this video, we'll explore three effective techniques: Real-Time Activity Logging: Keep track of numerous small tasks by starting the timer in the task view. Pause when taking breaks and mark activities as done when finished. You can also use the stopwatch from the top menu for convenience. Retrospective Time Entry: For larger tasks, log time retrospectively. Add time entries to tasks in Scoro once you complete a significant portion of the work. Alternatively, log time directly from your timesheet.

In this video, we have an exciting G2 Software review from Luke, who is eager to share his positive experience with Scoro. Luke believes that Scoro has benefitted his company in numerous ways. With Scoro,