Since Clients & Profits was designed especially for the advertising industry, you'll probably feel familiar with it after only a few days. It's made to move you smoothly through the steps that every job goes through: estimating, trafficking, costing, and billing -- the same steps you go through now. But instead of using a manual system of job jackets and forms, everything will be in Clients & Profits.
Users,
Access & Passwords Clients & Profits features a sophisticated
user-based password system to keep your database secure. The system
tracks who's using the database based on user initials. Access privileges
to different parts of the system can be made available -- or disabled
-- for individual users.
Staff
The Staff file contains the company's employees. Staff
records are used by time cards and time sheets. Anyone
whose time is tracked is added as a staff member. The
staff window contains information about each staff
member, including name, address, department, billing
rates, and a personal photograph.
Vendors
Vendors are suppliers from whom you purchase goods and
services through Accounts Payable.The vendor file
contains every vendor you'll ever do business with,
including account number, name, address, and some account
information.
Chart
of Accounts
Status
Table Status codes group, sort, and manage jobs
on windows, job lists, traffic reports, cost summaries,
and billing worksheets. The status code is the single
most important tool you have for managing jobs. Status
codes are the basis for the daily and weekly job lists
and traffic reports.
Task
Table Tasks are the basis for estimating,
scheduling, job costing, billing, and job profitability
reports. Since they serve so many functions, they're very
important. Your tasks are completely customizable. The
tasks you add to your Task Table reflect the diversity of
the work you do.
Groups
Groups are used to sub-total tasks on estimates,
invoices, and job summaries. They help arrange job tasks
more clearly and logically for your clients. Groups can
be based on the kind of work you're doing or how you're
doing the work.
Job
Types/Spec Sheets Spec sheets contain standard
information about a particular type of job. They are used
to automate adding jobs that are similar, since they
produce the same kind of work. You can create dozens of
different spec sheets for every type of job you do.
Order
Templates Purchase order templates help automate adding routine
purchase and insertion orders. Templates contain important, but generic,
information about a kind of purchase. Purchase order templates help
automate adding routine purchase and insertion orders. Templates contain
important, but generic, information about a kind of purchase.
Departments
In larger companies staff members are usually organized
into departments, such as account service,
production/traffic, media, accounting, and
administration. Clients & Profits allows users to be
grouped together into departments in the same way.
Agency
Information Essential information about your
organization is stored in Agency Information. Agency
Information is the first record created when your
database is started, and contains your company name and
address. Every user gets a copy of the original Agency
Information record, which is customized by Clients &
Profits for their own use.
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