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Quick reference guide for Agency Operating System
Quick Start
- 1Add your clients under the Clients section
- 2Add service subscriptions in the Renewal Tracker
- 3Log one-time projects under each client
- 4Monitor upcoming renewals on the Renewal Tracker dashboard
- 5Store credentials in the Credentials Vault
Renewal Tracker
Quick Renew
Click "Renew" on any service row → enter duration and amount → save. Updates expiry date automatically.
WhatsApp Reminder
Click the WhatsApp icon on any service row to generate a pre-filled renewal reminder message.
Mark as Churned
Click the X icon on a service row to record churn with a reason.
Search
Use the search bar at the top to filter by business name, service, or contact.
Export
Click Export to download all renewal data as a CSV file.
Clients
Add Client
Click "Add Client" to create a new client with contact details and industry.
Add Project
Expand a client row and click "Add Project" to log a project with start date, duration, and amount.
Edit / Delete
Hover over any client or project row to reveal edit and delete actions.
Search
Use the search bar to filter clients by name, contact, or industry.
Services
Add Service
Click "Add Service" to define a new service offering with category, price, and billing cycle.
Filter by Category
Use the category dropdown to filter services by type.
Edit / Delete
Hover over any service row to reveal edit and delete actions.
Revenue Dashboard
MRR / ARR
View monthly and annual recurring revenue calculated from all active subscriptions.
Revenue Projections
See projected revenue for the next 30, 60, and 90 days based on renewal dates.
Service Breakdown
Pie chart showing revenue distribution by service category.
Credentials Vault
Add Credential
Click "Add Credential" to store login details for any client service.
Reveal Secret
Click the eye icon to temporarily reveal a masked credential.
Search
Use the search bar to quickly find credentials by client or service name.