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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. Job Requests are a starting place to organize important details before the client starts the work.

client job requests

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.



To use job requests

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.

The printed job request looks like the combination of a job ticket report and creative brief. It doesn't get a job number, but each job request is numbered automatically in sequence. A job request gets its creative brief from a user-selected job type/spec sheet when the job request is added.

To use job requests

1 Choose Jobr > client job requests.

The job requests window opens, prompting you to enter a client number.

2 Enter a client number, or enter the word "ALL", then click the Show button.

Clients & Profits then lists all of the job requests for the client number you entered. job requests are sorted sequentially (oldest first) by client number. For each job request you'll see the client number, ID, name/description, type (which is based on job type/spec sheets), budget, and current status.

Clicking the next or previous buttons to select the next or previously displayed job requests. You can sort job requests by clicking on a column heading. The sort direction (i.e., ascending or descending) can be changed by clicking on the up/down arrow.

When you select a job request, its description appears, giving more detail about the job. Double-clicking on the job request opens the edit job request window so you can view the full description, creative brief, contact, and other details.

job requests have one of three statuses: pending, killed, or accepted. 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. The "show status" pop-up menu can be used to filter the job request list to show only pending, accepted or killed job requests.

Use the window’s toolbar buttons to add, clone, edit, and delete job requests. Clicking on a button is the equivalent to choosing a menu command.

To add a job request

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.

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.

job requests can be added for any existing client or prospect that has an account in the Client data file.

Anyone with the access privileges to open jobs can add job requests. All they need to know is the client, the job name, and a description of the potential work.

To add a job request

1 Choose Jobr > client job requests.

2 Click the add button, or choose Edit > Add job request.

The Add job request window opens.



3 Enter a client number, or leave the field blank then press Tab to use the Lookup List.

This is the client who will authorize and accepted the job. Every new job request must have a valid client number. job requests can't be added for companies that don't have an account set up in Clients.

4 Choose a job type from the Lookup List.

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. A job type isn't required, but without one the job request won't have a creative brief.

5 Enter a brief name or title of the prospective job that describes the scope of the work.

6 Enter the job's projected start date and due date.

If you're not sure about the exact dates, add a meaningful best guess. These dates will help the production team better plan schedules and resources for potential jobs.

7 Enter the name of the client contact who's requesting the job request.

Any name can be typed into requested by, or use the lookup contacts link to list the client's contacts.

8 Enter the job request’s description.

When the job request becomes a job, the job request’s description becomes the job’s description. It also appears on the printed job request for the client's approval.

9 Enter the project's initial budget, or leave the field blank if it isn't known.

The initial budget is used to track what the client initially wants to spend on the job.

10 If the client requires it, enter an optional charge number.

The charge number/cost center is an optional account number used by corporate accounting systems to charge back to their departments.

11 Enter the job request's creative brief by choosing a topic from the pop-up menu then enter the text.

The creative brief pop-up menu shows the creative brief headings entered in the job type/spec sheet. Only the sections that have text will appear on the printed job request report.

12 Click Save.

To clone an existing job request

An existing job request can be duplicated, or cloned, into a new job request for the same client or a different client. Once a job request is cloned, it can be modified as needed. An original job request can be cloned any number of times.

1 Click on a job request to select it.

2 Click the clone button then follow the steps for adding a job request.

To edit a job request

An existing job request can be edited and reprinted any number of times -- whatever's needed to convince the client to approve the work. An accepted job request can't be edited.

1 Click on a job request to select it.

2 Click the edit button then follow the steps for adding a job request.

To print a job request

The print job request button prints a hard-copy version of the selected job request (which looks like a job estimate). A job request can be printed whether it has been accepted or not.

1 Click on a job request to select it.

2 Click on the print button then select the destination (i.e., printer, screen, etc.)

To accept a job request

Clicking the accept job request button automatically creates a job ticket from the selected job request. When the job request becomes a job, the job request’s name becomes the job’s name, and its description becomes the job’s description. Several job requests can be accepted at one time by using your mouse to select multiple job requests. Any staff member with the access privileges to open jobs can accept a job request, even if they didn't add it themselves.

Job requests can only be accepted for active clients. If a job request was created for an inactive client or prospective client, you'll need to first make the account "active" in the Clients window then accept the job request. Also, job requests can't be accepted if the client is on credit hold.

1 Click on a job request to select it.

2 Click on the accept request button.



An accepted job request can't be unaccepted. Instead, the job created by the accepted job request can be canceled.

To kill a job request

Clicking the kill button effectively cancels the job request. Clients & Profits saves the killed job request for future reference, but it can't be converted into a job ticket. An accepted job request can't be killed. Several job requests can be killed at one time by using your mouse to choose two or more job requests.

1 Click on a job request to select it.

2 Click on the kill request button.



A killed job request can still be accepted later should the client change its mind.

To print a list of job requests

A job request list can be printed showing the job requests that are currently displayed in the job requests window.

1 Find the job requests you wish to print.

2 Click on the print report button



"Hands down, this Clients & Profits Helpdesk is the best of any support team." -- Kate Mistler, Fabiano Communications