Clients & Profits Online User Guide
Feature
How it works, how it's used
Jobs can be numbered automatically by client or system to alleviate the need to maintain a manual book of job numbers.
Status codes track a jobs progress from start to finish, such as in production, billed, or closed.
Estimates are based on the job’s tasks and are flexible so the client can see more or less details.
Change orders document changes made to a job’s estimate after the estimate has been authorized. The client signs off on the change order authorizing the needed changes.
Schedules are based on a job’s tasks. Every task on a job can be scheduled with due dates, start dates, and resources who are responsible for the work.
Each job can contain up to twelve milestones which represent key events or phases of a job (e.g., meetings, approvals)
A job’s history is logged on a Job Diary. A diary entry is automatically logged whenever the job is changed, showing the date and time the change was made and who made it.
Print Specifications track minute details of printing including color, size, text instructions, inserts, binders, and packaging.
Work orders contain specific information for any production or art direction notes and can include a picture which is copied or pasted in.
The Creative Brief is a worksheet to start and direct your creative, production, and marketing goals. It contains eight user-defined headings and fields.
Job Types/Spec Sheets automate entering jobs by copying pre-set options and a template of tasks to each job.
Access to change and view jobs can be limited for each user.
Clients & Profits can automatically notify staff members via e-mail when jobs are opened, when status codes are changed, when jobs are billed, and when job invoices are paid.
