1. Decide what to track per program
Match tracking to what you actually distribute — food boxes, hygiene kits, clothing, or financial aid — and to what funders ask about. Skip fields you won't use so recording stays fast.
Guide · Service tracking
How to track the services you distribute to clients
Tracking distributions is simple when you record what each person receives as you hand it out. Do that, and service history stays current and your reports write themselves.
2. Record it at the moment of service
Log what each person received as you hand it out. Recording in the moment keeps history complete and current, instead of piecing it together from notes later.
3. Use the history for follow-up and reporting
A client's service history helps you serve them better next time, and filtering distributions by date, program, and location turns board and funder reports into a quick export.
How Boswell tracks what you provide
Boswell adapts to your programs instead of forcing a generic form.
- Customizable intake per program — track food, hygiene kits, clothing, or financial aid, only the fields you need.
- Full service history per client, available in under 30 seconds at check-in.
- Service reports by date, program, and location, exportable to CSV or Excel.
$30/month per location · unlimited users · no credit card required
Common questions
What kinds of services can you track?
Whatever your programs provide — food boxes, hygiene kits, clothing, or financial aid. Boswell lets you customize what you track per program so it matches your actual work.
When should you record a distribution?
At the moment of service. Recording as you hand items out keeps service history current and makes reporting a filter-and-export instead of a reconstruction.
Related: Find returning clients fast · Report to funders · glossary