Learn how to get around Clients & Profits with this overview of the menu, work flow and navigation tools.
|Level 1||8:47||For: Everyone|
|Easy Time Keeping
Tracking time is painless with the easy time keeping tools in C&P including Click-Time Card, Smart Timer, and Time Sheets.
|Level 1||4:47||For: Everyone that tracks time. Best for shops that schedule and assign tasks in Clients & Profits|
|Daily Time Card Basics
Learn to use the basic time card and see how Smart Timer can make completing your time card effortless.
|Level 1||3:52||For: Everyone that tracks time. Best for shops that do not assign tasks in Clients & Profits|
|Clients & Profits Essentials
Learn the basics of Clients & Profits in this starter class designed for anyone who will be using the program for the first time. You’ll learn how Clients & Profits is organized and how to get around the program.
|Level 1||18:00||For: Everyone|
|My Menu & homeBase
Learn how to use My Menu to track time and to manage tasks, schedules, and approvals for the jobs you’re working on. We’ll show you how to use HomeBase to share, collaborate and decide from your Creative Dashboard.
|Level 1||16:00||For: Creative Team / Account Team / Project Management / Production / Traffic / Digital Team|
This session takes you through the steps to open a job. You’ll be introduced to job templates and learn how to add the Creative Brief and Work Order to the Job Ticket.
|Level 1||18:00||For: Account Team / Project Management|
|Estimates & Invoices
Get a firm understanding of how to create estimates and invoices that match perfectly, manage the level of detail you show your clients, and use change orders to document any changes to the original estimate.
|Level 1||18:00||For: Account Team / Project Management / Production / Accounting|
Learn how to use Clients & Profits. For project management. We’ll cover how to assign resources, use status codes, schedule tasks, and print key traffic reports including Daily Job Status, Weekly Traffic and the Job Hot Sheet.
|Level 1||35:00||For: Account Team / Project Management / Production / Accounting|
"C&P is the best thing that's happened to this company." – Sonja Hoezee, Amway Global
© 2017 Clients & Profits, Inc.