Monthly retainer service template
Define a calendar-month fee, included time and approval rules without leaving rollover or overages ambiguous.
Name the service period and allowance
Record the client, timezone, monthly fee and included hours. A calendar month is a specific period, not an assumed four-week block. Keep approved usage linked to the work and period it actually belongs to.
Choose rollover expressly
The default is no rollover. If you allow it, enter a cap no greater than the base allowance and limit it to the next period. Use expiring hours first; older carryover does not compound.
Review excess work before billing it
An allowance running low is a reason to discuss scope. Proposed overages need commercial approval before billing and must not invoice a time allocation twice. A retainer template does not grant consent on the client’s behalf.