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How do you keep agency rates and requirements straight?
Thread poster: Good Locker
Good Locker
Good Locker
Ukraine
Local time: 02:13
New user
English to Russian
+ ...
12:25

Genuinely curious how people handle this once you're working with more than a couple of agencies. Each one tends to have its own rate, its own mileage rules, sometimes a minimum, and its own way of wanting things invoiced. Some of that probably becomes second nature over time, but I'd imagine keeping it all accurate — especially when something changes — takes some kind of system.
Do most people track this in a spreadsheet, or somewhere else entirely? And does that system tend to hold u... See more
Genuinely curious how people handle this once you're working with more than a couple of agencies. Each one tends to have its own rate, its own mileage rules, sometimes a minimum, and its own way of wanting things invoiced. Some of that probably becomes second nature over time, but I'd imagine keeping it all accurate — especially when something changes — takes some kind of system.
Do most people track this in a spreadsheet, or somewhere else entirely? And does that system tend to hold up well once you're juggling five or more agencies, or does it start breaking down?
What does your system actually look like — one sheet, several, something else?
What usually causes it to fall out of date or get messy?
Has an agency ever changed a rate or requirement and you found out later than you'd have liked? ▲ Collapse
 
Samuel Murray
Samuel Murray  Identity Verified
Netherlands
Local time: 01:13
Member (2006)
English to Afrikaans
+ ...
I use a tree manager 17:56

Good Locker wrote:
Do most people track this in a spreadsheet, or somewhere else entirely?

I use a tree manager, and I use a free one called Cherry Tree. You create a node for each client, and in the node you write all the agency's requirements etc. Then whenever you do a job or send invoices, you check the node text.

https://www.giuspen.com/cherrytree/

Or if you want to spend $100, try MyInfo, the successor to the original Treepad.
https://www.myinfoapp.com
https://www.myinfoapp.com/blog/download-treepad

[Edited at 2026-09-18 18:00 GMT]
 
Zea_Mays
Zea_Mays  Identity Verified
Italy
Local time: 01:13
English to German
+ ...
oh! 19:55

ConquerorWorm's brother!

Jennifer Levey
 


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How do you keep agency rates and requirements straight?







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