Keep separate records for each client.
Keep each client's calls, inbox work, and scheduling in one place so you can explain where their hours went. Start with the task you're doing now, then return to the record when it's time for a client report.
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Client Atlas
Running example duration: 2h 15m.Inbox triage and executive calendar scheduling
#inbox #schedulingUSD 45 Default rate -
Client Beacon
3.5h $157.50Vendor contract comparison and quote requests
Tue 31 Mar
9:00 AM – 12:30 PM
#admin -
Client Crest
75m $62.50Logistics coordination phone call with supplier
Mon 30 Mar
2:00 PM – 3:15 PM
#calls
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Know where each client's hours went
Keep each client's work together, with inbox triage, scheduling, and calls easy to find when they ask how you spent the week.
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Keep calls in the record
Calls and work away from your screen belong beside inbox tasks. Keep the smaller requests visible when you review a client's week.
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Take the record into your client report
Export each client's hours and notes for the spreadsheet or reporting tool you already use.
A quick inbox check can lead to a phone call, a schedule change, and vendor research. When work moves between clients and task types, it is easy to put the time in the wrong total.
When a client asks about last week's hours, pull up the work you recorded instead of piecing it together from messages. Your main record stays on your device. Optional Sync stores an encrypted copy on TimeRetain's servers.
Keep a separate record for each client.
Keep each client's calls, inbox tasks, and follow-up together so you can explain where the hours went.
- No account
- No email
- No download
- Stored on your device first