✦ Service Planner

Plan every deliverable.
Bill every token.

Build a reusable service catalogue, set monthly client budgets, and plan each period from your menu, so you always know exactly what you're delivering and what it costs.

14-day free trial · No credit card required

app.getkendr.com, Service Planner
Kendr service planner showing client budget and deliverables
Service Menu

Build your catalogue once. Use it across every client.

Every service you offer goes into a menu with a fixed cost. Add items to any client's plan with one click, no re-typing, no spreadsheet rows to copy.

Custom categories: group services by type, Content, Technical, Links, Local, or any category you create.
Flexible pricing units: express costs in tokens, GBP, USD, EUR, whatever unit makes sense for your retainer model.
Searchable: find any service by name or description as your catalogue grows.
Service Menu
Kendr service menu catalogue
Monthly Planning

Budget always visible while you plan.

Set a monthly budget per client. As you add services, consumed vs remaining updates in real time. Finalise to lock the plan and archive the period automatically when the reset day arrives.

Configurable reset day: set it to the 1st, the 15th, or any day, budgets refresh automatically each period.
Strategy notes: add context and commentary to each period's plan before locking it in.
Full history: every past period is archived with services delivered, budget used, and notes, a complete audit trail for retainer reviews.
Monthly Plan
Kendr monthly planning view with budget tracker
Tasks & ClickUp

Every plan item becomes a task.

When you add services to a client's plan, they flow straight into Kendr's Task Planner. If your team already uses ClickUp and you're on a Pro or Agency plan, you can push them there too with one click.

Built-in Task Planner: all plan items are added to Kendr's Task Planner automatically, no extra tools needed.
ClickUp sync: already using ClickUp? Push every line item to your configured list with one click. Services with a quantity greater than one are split into separate tasks automatically.
Exclude items: mark services that shouldn't be pushed, internal overhead, for example.
ClickUp is optional: available as an API integration on Pro and Agency plans. Your own ClickUp account required.
Tasks & ClickUp Sync
Kendr task planner and ClickUp sync from service planner

Retire the retainer spreadsheet.

The service planner is included on all Kendr plans. Start your 14-day free trial today.

14 days free · No credit card required