Category: Retainers & Rate Cards

How can I set rates and costs for a particular skill?

June 19, 2017
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With Cloud Coach PSA, users can quickly and easily set rates and costs on skill types for automatic budget creation. In this week’s video, the team discusses how you can tag rates and costs against a particular skill in just two minutes! TRANSCRIPTION: Hello everyone, thanks for joining us. I’m Nick from Cloud Coach and […]

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Using Rates to Manage Your Billable Projects

August 5, 2016
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Welcome to our sneak peek into the Cloud Coach Deep Dive Track for Delivery 2016: Professional Services Automation With Cloud Coach’s purpose built PSA tools, you can increase the profitability of your professional services team by speeding up project delivery, closely tracking project finances, and ensuring that work and rates are properly recorded. In this session you’ll […]

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Rates and Retainers [Customer Success Webinar]

August 4, 2016
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Managing hours in a billable project can make or break your company’s success plan. In this week’s webinar, the team reviews how you can use Rates and Retainers to: Track hours in a billable project Manage rates by user and worktype Standardize rates for repeatable projects

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Manage Client Retainers

August 5, 2015
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Learn how to easily manage your client retainers with Cloud Coach Retainers are a way for professional service companies to provide clients with a bucket of professional services from which they can draw down. There are two basic kinds of retainers: one time, and recurring. With a one time retainer, the retainer is drawn down […]

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