Custom Business Software & Portals
We build software for business workflows that have become difficult to manage through spreadsheets, email, WhatsApp or disconnected tools.
01 · Project & Professional-Service Software
Retainer Management
A workspace for recurring client engagements with agreed periods, allowances and ongoing requests.
Recurring client work needs control over the agreed period, included allowance and incoming requests. This workspace helps account owners and delivery teams manage those boundaries. It is useful when a retainer is recorded commercially but its usage and extra work are tracked informally elsewhere.
02
What it manages
Retainer records can hold the agreement, service period, included work, time allowance, requests and renewal date. It separates the continuing engagement from one-off projects. Any unused allowance or extra work follows the contract's rules rather than an assumed carry-forward policy.
03
How it works in a business
A period opens with the agreed allowance. Incoming requests are assigned and recorded against it, with extra scope flagged for approval. At period end, staff review completed work and usage, issue the agreed summary and prepare the next period or renewal.
04
What SFn can customise
SFn can configure allowance calculations, request priorities and period reports. Time tracking, CRM and finance exports can be linked. Rollover, minimum commitments and chargeable extras must be confirmed from the business's actual agreements.
05
Related & next step
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