Software for the Business of Being Creative® Since 1986  

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Clients & Profits Visual Feature Guide
For help using any part of Clients & Profits, click the help button in any window in the program to open the visual feature guide. It features step-by-step instructions, explanations, tips, podcasts, and video tutorials. It’s continually updated, so it’s more timely and helpful than any printed manual.

My

My ClientsMy Creative DashboardMy CalendarMy Time CardMy Expense ReportsMy Custom Reports

Jobr

Client Job RequestsJob TicketsDaily Job Status ReportProduction CalendarTraffic MilestonesDeadines (Tasks/To Do's)Client Project PipelineAE Job Status

uMedia

Media Calendar (Traffic)Media Briefs (Campaigns)Media EstimatesInteractive/Outdoor/Print Media PlansBroadcast Media PlansMedia Orders: Interactive/Broadcast/ Outdoor/InsertionWeb Sites/Publications/Media Companies (Rates)Stations (Times/Programs/Contract Rates)Media Link : Import STRATA/Tapscan

Accounting

Time SheetsPurchase OrdersAccounts PayableCheckbookExpense ReportsInternal ChargesJob Cost TransfersBilling : ChargebackClient PaymentsCollection ManagerGeneral Ledger

Setup

Users : Permissions • Staff Members (Freelancers)VendorsChart of Accounts (Profit Centers)Job Status CodesTask TableTask GroupsJob Templates (Job Types)Order Templates (Terms & Conditions)Activate Workstation (Software Registration)Customize ReportsUtilities (Re-number, Re-calculate, Purge)

Snapshots

Jobr : ProductionWork In Progress (Billing Hot Sheet)Job CostsVendor Account AgingClient Account AgingCash FlowProfitabilityProductivityFinancialsMedia Analysis



New Users Setup
If you're using Clients & Profits for the very first time, these help pages will assist you in setting up C&P for your shop.
Mainframe
MySQL
SQL Server


Upgrading Setup
For current users of Clients & Profits X, updating to the new Cloud Upgrade, these pages are for you.
Mainframe
MySQL
SQL Server


Clients & Profits QuickStart
20 short podcasts from Clients & Profits developer Mark Robillard, walking you through the process of setting up your Clients & Profits database for both the creative and business side of your agency. Once you've entered all of the necessary information on both sides of the Quick Start process, all that's left is clicking the button at the bottom of the window to build your Clients & Profits database.

"We've been very fortunate in that we chose Clients & Profits as our agency's software." -- Maria Orsini, Cundari