Tag: "job"

Tip of The Week: Too many jobs!
[ 0 ] March 3, 2014

Tip of The Week: Too many jobs!

Too many jobs is a good thing. But having too many jobs in your job lookup list is not! Easily limit the job lookup list by status code range, so that only active jobs appear. It can always be expanded to include all jobs if needed. (Choose Setup > Users, Access, & Passwords. Double-click on [...]

Tip of The Week: Trying to bill a newer cost?
[ 0 ] February 24, 2014

Tip of The Week: Trying to bill a newer cost?

Trying to bill a newer cost for a task and leave an older cost unbilled? Go to job ticket WIP window. Edit the older cost’s billing status to On-hold. Now add an A/R invoice that bills the job’s costs. Only currently unbilled costs are selected for billing. Once the invoice is saved, you can edit [...]

Tip of The Week: Easily add internal charges
[ 0 ] February 17, 2014

Tip of The Week: Easily add internal charges

Adding internal charges is easy if you first set up the internal charge items table. The table provides a place to record all the important details about job assets such as what the item is called, its size, task it’s associated with, unit, and unit cost. With all this information added, it’s an easy process [...]

Tip of The Week: Export/import tasks for job types
[ 0 ] February 3, 2014

Tip of The Week: Export/import tasks for job types

It’s so easy to add new job types that have similar tasks. When you choose to export an existing job template, you’ll be asked to give the file a name. Once the file is saved, add a new job type. Highlight the new job type in the Job Types/Spec Sheets window. Then, click the job [...]

Tip of The Week: Target status code e-mails to key people
[ 0 ] January 27, 2014

Tip of The Week: Target status code e-mails to key people

Ensure that status code e-mails are targeted to important individuals working on a job, not the entire shop. Traffic assignments represent key responsible positions like art director, brand manager, or copywriter. Once you’ve set up these positions (choose Setup > Preferences > Jobs), then assign staffers that fill those positions for each job in a [...]

Tip of The Week: No rush to close the year
[ 0 ] January 6, 2014

Tip of The Week: No rush to close the year

There’s never any rush to close your fiscal year when using Clients & Profits. You have 3 extra months with Clients & Profits Classic (Studio); and 12 extra months (so you can have 2 years open simultaneously) with Clients & Profits Pro/Agency or SQL/Enterprise. If you’re on a calendar year, you can edit the first [...]

Tip of The Week: New client = New billing rate
[ 0 ] November 25, 2013

Tip of The Week: New client = New billing rate

Perhaps you’ve promised a new client an introductory rate for all work done during a certain timeframe. It’s OK to set up a client-based billing rate even if other clients are billed using task or staff rates. To remind staffers who add new jobs that this client’s billing is client based, add a New Job [...]

Tip of The Week: Job Diary reveals all
[ 0 ] November 18, 2013

Tip of The Week: Job Diary reveals all

Most significant events in a job’s life, such as deleting tasks, editing estimates, changing statuses, etc., are logged automatically in its job diary. The Job Diary window lists a chronological history of a job, including the initials of staffers who are working on a job. It can be resorted by the Who or What columns [...]

Tip of The Week: Limit your job ticket lookup list
[ 0 ] November 4, 2013

Tip of The Week: Limit your job ticket lookup list

Keep your job ticket lookup list populated with only currently-active jobs. Staffers stay focused on only the jobs that are really happening! Each user’s Jobs access privileges can include a status code range limit for the job ticket lookup list. For example, if your active production status codes are 1-600, that’s the range you’d use [...]

Tip of The Week: How to track overhead time
[ 0 ] October 14, 2013

Tip of The Week: How to track overhead time

Having an accurate record of how your staff spends their day is vital to your shop’s success. You’re tracking client-related time, but what about overhead time? Open at least one job ticket (after adding your shop as a client) to track time spent on everything else, e.g., redesigning your company logo, moving your office, planning [...]

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