Organize Software Subscriptions
A checklist for software use, subscription costs and billing records.
Project inputs
For software-related work, list the tools, plans, users and billing periods involved. Explain whether you need an integration, configuration changes or a cost review.
What to prepare
01
Map your services
Record software vendors, plans, billing periods and the teams using them.
02
Assign the cost
Allocate each subscription to the relevant customer or project.
03
Reconcile the bill
Match supplier invoices to service periods and internal budget records.
Describe your project
Use this checklist to prepare your brief. Confirm the deliverables, account access requirements and price for your specific project.
Preview a Project Brief →