Resources
Guides and an Excel template for maintenance retainers
Set the scope of your retainers, track work and prepare client reports with two practical guides and a free Excel template. No registration required.
Guide
Manage a maintenance retainer before the overrun becomes a surprise
A practical method for scoping the period, recording real work, handling exceptions and preparing the next agreement.
10 minute readOpen →
Guide
Write a client maintenance report people can actually read
What to keep, what to leave out and how to turn technical work into a short, useful client record.
8 minute readOpen →
Excel template
Track used hours, remaining hours and work outside the period
Not ready for Tolus yet? Our free workbook works independently, with no account or subscription, and includes instructions and a fictional example.
Free .xlsx fileOpen →
How the pieces connect
A method for your retainers, a shared record for your clients
The guide defines the working rules. The spreadsheet helps one person apply them. Tolus becomes useful when several people and the client need the same live record.
In Tolus, time logged against requests updates the retainer. Your team and the client can both read the report in the portal.
Track the same work directly in Tolus
Tolus connects requests, time and the remaining balance inside each client project.