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Client Job Requests

Job Requests are mini-estimates that provide a preview of a job for a client. It lets you provide a clear, concise job request of the work you are offering without opening an actual job ticket.

  • Use these buttons to add, edit, or delete client job requests. To delete or edit a job request, select it from the list below, and click the edit or delete button.

    Use these buttons to print individual job requests or job request reports. To print an individual job request, select it from the list below, then click the Print Job Request button.

    The job request type classifies a job by the kind of work (e.g., brochures, media, collateral, web site, etc.) from the templates set up as job type/spec sheets.

    Client job requests can be filtered by client. Select a client from this pop-up menu. To see all job requests, leave this pop-up menu set to ALL.

    The job request status can be filtered by pending, accepted, or killed requests.

    You can also filter job requests created this week, the last month, or the last 90 days.

    To accept a request, select it from the list below and click the accept request link. To kill a request, click the kill request link. To change a job request from accepted or killed to pending, click the make pending button.

    The colored dots indicate the status of the client job request (accepted, pending, or killed). All new job requests are pending by default. Approving a job request converts it into a job ticket, changing the job request's status to accepted. If the client turns down the job request, clicking the kill button changes its status to killed.

Job Requests are a starting place to organize important details before the client starts the work. Job requests can be added when pitching an idea to a client (or prospective client, too). Once your bid is accepted, they can be easily converted into job tickets. With a creative brief, cost, and start and due dates, you can pinpoint exactly what resources are needed to get the job done.

LEARN ALL ABOUT JOB TICKETS in this Clients & Profits classroom video training class (5:06 mins)

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