|
|
Essentials
Jobs 360 Project Dashboard Your digital job jacket
with everything essential to managing the job in
one place. See what needs to be
done, update job details, make decisions, assign
work, see what’s been spent, compare
estimates vs. actuals, set deadlines and track
changes. Since traffic, time, clients,
and money are all managed in C&P, changes are
instantly visible in the Jobs 360
Project Dashboard.
|
|
|
|
|
|
|
|
|
|
|
Creative Dashboard
With the Creative Dashboard
everyone gets a personalized view of the
information they need to stay on top of
their work - creative, production, AEs, and even
free-lancers. You'll only see jobs,
tasks, and to do's you are assigned to. Complete
your time card, collaborate, and
manage approvals directly from your Creative
Dashboard. It’s a simple yet powerful
tool to stay organized.
|
|
|
|
|
|
|
|
|
|
|
Agency-Client Collaboration (homeBase)
Collaboration
with your team and your clients is seamless with
homeBase. Jobs, task and staff are
already in the program so you won’t waste time
re-entering job information and
decisions are tracked as part of the job. And since
homeBase can be used from both
the Jobs Dashboard and the Creative Dashboard, it’s
easy to stay on top of
collaborations and to-do’s.
|
|
|
|
|
|
|
|
|
|
|
To-Do's Manage
unscheduled work items using To Do’s.
You can give To-Dos a priority, instructions, and a
deadline. Perfect for keeping
projects on track.
|
|
|
|
|
|
|
|
|
|
|
Snapshot Reports Real
time reports with essential
insights on your jobs and clients. Everything is
live and up-to-date, so you’ll have
an accurate picture of where everything in your
shop stands.
|
|
|
|
|
|
|
|
|
|
|
Personalized Power Searches Find what you’re looking
for quickly with Power Search - using an unlimited
number of keywords, tags,
departments and more, Power Search quickly searches
your database and returns the
information you're looking for with incredible
accuracy.
|
|
|
|
|
|
|
|
|
|
|
Job Tags Tags are
keywords used by the job Power
Search that help you find one job that you need
among the thousands.
|
|
|
|
|
|
|
|
|
|
|
Bookmarks Quickly find
reports, job estimates, print
queries and so much more with Bookmarks. Use these
as your personal organizational
tool for instant access to the things you need
immediately.
|
|
|
|
|
|
|
|
|
|
|
Smart Lookup Lists
Lookup lists make it easy to find
clients, jobs, staff members, vendors, the chart of
accounts, status codes, the task
table, purchase orders and more. Just tab past an
open field while your working and a
lookup list will automatically open up to help you
find what your looking for.
|
|
|
|
|
|
|
|
|
|
|
Memorizable Lists
Create your own personal memorized
list for frequent Power Search and Lookup Lists.
Memorized lists will save you time
for information you routinely access in Clients &
Profits.
|
|
|
|
|
|
|
|
|
|
|
Clip Notes Remind
yourself of all of the details you
are prone to forget with Clip Notes. Stay organized
by attaching Clip Notes to jobs.
Use them as reminders before you start a job, as
you’re completing it, on the
Calendar, on the Dashboard, and in countless ways
throughout C&P.
|
|
|
|
|
|
|
|
|
|
|
Desktop/Web/Mobile
With our hybrid architecture, you
get a rich desktop application experience on your
computer combined with the
flexibility to access your data anywhere, anytime.
Plus, the Ipad optimized versions
of Jobr and Projectr give you added flexibility to
use a tablet.
|
|
|
|
|
|
|
|
|
|
|
Jobr Mobile : On-The-Go Project Manager
Manage
projects when and where you need to with the IPad
optimized Jobr Mobile. Since Jobr
Mobile is completely integrated with your Clients &
Profits database, updates are
instant, jobs are always up-to-date, and the rest
of the team is always informed.
|
|
|
|
|
|
|
|
|
|
|
Advertising-tuned Spell Check Enable the spell check
and rest assured that your spelling will be
corrected -- even your advertising
jargon.
|
|
|
|
|
|
Account Management
Job Requests Larger
agencies and marcoms use job
requests to start the job process. A job request
documents the essential details
about a new project, such as the job date, start
and due dates, type of work, and the
creative brief. They're opened by account
executives (or directly by clients using
Projectr, the client web portal) then reviewed and
accepted by agency staff. Job
tickets are created automatically from requests
with one-click.
|
|
|
|
|
|
|
|
|
|
|
Creative Briefs The
Creative Brief is part of the
job ticket so it’s always accessible -keeping you
on track from pitch to final
product. Creative Brief templates are easily
customized – create unique templates for
a client or customize the brief on a job by job
basis.
|
|
|
|
|
|
|
|
|
|
|
Estimates Produce
professionally-designed estimates
in minutes. Since the estimate is created from the
job ticket, the tasks and job
details are already filled in. All that is left is
to enter the estimate amounts. You
can print or email the estimate directly from
Clients & Profits. The printed estimate
and invoice for the job will always match when both
are created in Clients & Profits.
|
|
|
|
|
|
|
|
|
|
|
Change Orders In
Clients & Profits, a separate
change order amount is tracked for each task within
the job ticket. Integrating
change orders with the job ticket ensures clients
are billed for additional work and
approvals are tracked with the job ticket.
|
|
|
|
|
|
|
|
|
|
|
Client Project Pipeline Know the status of your
client's jobs at a moment’s notice. The Client
Project Pipeline gives you a macro
view of everything related to your client from job
status to billing status. You'll
be able to respond to client questions on the spot
and identify challenges before
they become problems.
|
|
|
|
|
|
|
|
|
|
|
Proposals Proposals
are mini-estimates that provide
a preview of a job for a client. It lets you
provide a clear, concise proposal of the
work you are offering without opening an actual job
ticket
|
|
|
|
|
|
|
|
|
|
|
Meeting Maker
MeetingMaker automates the process of
planning and coordinating staff and client meetings
within Clients & Profits.
|
|
|
|
|
|
|
|
|
|
|
Built-in CRM The
built-in client relationship
manager tracks everything about sales leads,
current clients, and past clients. It's
directly integrated with projects and finance, so
you can see your client's job,
budget, and billing details in one place.
|
|
|
|
|
|
|
|
|
|
|
AE Project Status Reports Use the AE Project Status
Report to understand exactly what’s going on with
your jobs dollar wise. View
estimates/change orders, jobs billed to date, open
orders, unbilled jobs, estimate
remaining, estimated hours/actual hours/hours left
& status note all in one place.
|
|
|
|
|
|
|
|
|
|
|
Projectr : Client Web Portal *
Tablet-optimized Client Project Dashboard
|
|
|
|
|
|
|
|
|
|
|
Real-Time Job Status : Estimate,
Timeline, Change Orders
|
|
|
|
|
|
|
|
|
|
|
Client Daily Job Status Report
|
|
|
|
|
|
|
|
|
|
|
Client-Agency Collaboration
|
|
|
|
|
|
|
|
|
|
|
Client Job Requests
Simplify the process for new job
requests. With Projectr, your Clients can describe
in detail the new job’s scope,
requirements, and time frame as well as create the
creative brief and attach relevant
files - directly in Clients & Profits.
|
|
|
|
|
|
|
|
|
|
|
Client Approvals
Clients can see all of their
pending approval requests for estimates, timelines,
change orders, art, content, and
more. Requests can be approved on the spot.
|
|
|
|
|
|
|
|
|
|
|
Client Production Calendar Clients can see job due
dates, job task deadlines, to-do's, and other
time-sensitive events on a personalized
client production calendar.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Projects / Production / Traffic
Estimates Produce
professionally-designed estimates
in minutes. Since the estimate is created from the
job ticket, the tasks and job
details are already filled in. All that is left is
to enter the estimate amounts. You
can print or email the estimate directly from
Clients & Profits. The printed estimate
and invoice for the job will always match when both
are created in Clients & Profits.
|
|
|
|
|
|
|
|
|
|
|
New Job Checklist
Create a New Job Checklist as
soon as you begin each new job so that you can
manage all of the little details that
come along with new jobs. After customizing these
To-Do’s , you’re able to check them
off all while staying right within the job ticket
|
|
|
|
|
|
|
|
|
|
|
Work Orders Work
orders are used as internal briefs
for the production staff. Like creative briefs, a
work order can have up to 15
topics/subjects that an account exec can use to
describe the work being requested,
such as specifications and deliverables.
|
|
|
|
|
|
|
|
|
|
|
Production Planner Interactive Timeline
Traffic
managers can make changes to the timeline simply by
clicking on a date for a task and
dragging it to the new date. Updates are
immediately visible to everyone working on
the task.
|
|
|
|
|
|
|
|
|
|
|
Production Calendar A
calendar of everything that is
going on in the shop – jobs/tasks/to-do's. You can
view by day, week, or month,
filter by the client or job, and see what's on
schedule and what's late.
|
|
|
|
|
|
|
|
|
|
|
Timelines The Job
Timeline shows a job’s schedule in
an easy-to-read visual format with each task sorted
by its start date. Get a daily,
weekly, or monthly picture of your tasks and know
when they will be completed.
|
|
|
|
|
|
|
|
|
|
|
Milestones Milestones
are key points in the project
work flow and are the basis for the interactive
Weekly Traffic Report.
|
|
|
|
|
|
|
|
|
|
|
Deadlines Track the
job’s major turning points
(milestones), task progress, priority, and status.
Everything you need to stay on top
of trafficking is here, from manager and staff
assignments to major due dates.
|
|
|
|
|
|
|
|
|
|
|
Interactive Daily Job Status Report You can print
daily job status reports, anytime, at a moment's
notice because the reports are built
from the job tickets you’ve already opened in
Clients & Profits. The reports are
always timely and accurate and traffic managers no
longer need to spend valuable time
creating spreadsheets.
|
|
|
|
|
|
|
|
|
|
|
homeBase : Job Wall
Share, collaborate, decide –
directly in the Job 360 Project Dashboard. It's
completely integrated with
production, so you won’t waste time re-entering job
information and decisions are
tracked as part of the job.
|
|
|
|
|
|
|
|
|
|
|
Printing Specifications + Bidding For print jobs,
the built-in Printing Specifications form explains
to the vendor the specific
printing requirements for a particular job. It is a
worksheet that production people
can use to define a print job’s physical
characteristics, such as flat size, binding,
and cover stock. It replaces any manual print
ordering form you may be using now. The
vendor bidding process is fully automated with up
to 3 vendors bidding per print
spec. Once a bid is accepted, a purchase order can
be created automatically with a
single click.
|
|
|
|
|
|
|
|
|
|
|
Kitting RFQs Complex
printing kits can be spec'd
using standard components then sent out to
prospective vendors as RFQs. The RFQ
process is fully automated. Once a quote is
accepted, a purchase order can be created
automatically from the specifications.
|
|
|
|
|
|
|
|
|
|
|
Asset Manager The
Asset Manager helps you organize
and track all of the art files, elements, and other
digital collateral for a job
ticket. The asset manager will also keep track of
acquisition, ownership and usage
information that other asset management systems
don't. This optional information can
be used to build a complete accounting of your
shop's job digital assets.
|
|
|
|
|
|
|
|
|
|
|
Rush Jobs Manager Jobs
can be tags with up to 5
different customizable priority levels (e.g.,
normal, rush, killer rush, etc.). Rush
jobs can be moved to the top of the traffic reports
to get the attention they need.
|
|
|
|
|
|
|
|
|
|
|
Production & Traffic Snapshots Traffic and
production reports are built from the job tickets
you’ve already opened in Clients &
Profits. You can print daily job status reports,
client status reports, weekly
traffic reports, and more – anytime, with a
moment's notice. The reports are always
timely and accurate and traffic managers no longer
need to spend valuable time
creating spreadsheets.
|
|
|
|
|
|
Time
Click-Time Card We’ve
filled in your Time Card with
the jobs and task you are assigned to so you can
focus on being creative. Easily
accessible in your Creative Dashboard, so all you
need to do is add the time you work
on a task to your time card
|
|
|
|
|
|
|
|
|
|
|
Smart Timer Smart
Timer can help you keep track of
the time you work on a job. From almost anywhere in
Clients & Profits, you can click
on a task and start the Smart Timer. Start and
Pause as you work, as often as you
need to. Stop Smart Timer and your time card is
automatically updated with the hours
worked. Smart Timer makes keeping time almost
effortless.
|
|
|
|
|
|
|
|
|
|
|
Daily Time Card
Everyone can track their hours using
the built-in time card. It keeps a daily record of
the jobs and tasks on which you
work. You can enter billable and unbillable time
for any client, including agency
time (i.e., meetings, vacations, etc.).
|
|
|
|
|
|
|
|
|
|
|
Weekly Time Card The
weekly time card keeps a weekly
record of the jobs and tasks on which you work.
It’s recommended for staff members
who routinely work on the same jobs and tasks
because it saves on double entry. You
can enter billable and unbillable time for any
client, including agency time (i.e.,
meetings, vacations, etc.). Time entries are added
throughout the day as you work.
|
|
|
|
|
|
|
|
|
|
|
Time Sheets A great
tool for managers, Time Sheets
help you keep detailed, accurate records of how
everyone in the shop spends their
time, which is vital to staffing, billing,
productivity, and profitability. When your
staff forgets to keep time, use the Time Sheet to
quickly add batches of time.
|
|
|
|
|
|
|
|
|
|
|
Mobile Time Card Use
the Mobile Time Card when you
are away from the office. Whether you are catching
a flight to a client meeting or
waiting for your kid to score a goal, you can enter
your time and it will go directly
into C&P. The Mobile Time Card is optimized for
viewing on an iPhone but also works
on all smartphones so you can enter time anywhere.
No excuses.
|
|
|
|
|
|
|
|
|
|
|
Winners Do Time Use
this fun incentive to track your
own time or to get your staff to track theirs. For
every completed time card, C&P
will automatically enter you or your employees into
a drawing where you can win
exciting prizes—all for using C&P’s easy time
keeping features to keep track of how
many hours you spend on a job.
|
|
|
|
|
|
|
|
|
|
|
Missing Time Worksheet Evaluate how your agency is
using their resources with the Missing Time
Worksheet. This valuable tool lists all
staffers who have submitted less time than the
scheduled hours on their calendar
during a specified time period, so you can help
your team reprioritize, if necessary.
|
|
|
|
|
|
|
|
|
|
|
One-Click Time Approvals Instantly approve time
cards from staff members. Approving time entries is
simple. Just select them from a
list and with one click, you’re done.
|
|
|
|
|
|
|
|
|
|
|
Staff Utilization Snapshot Reports The Staff
Utilization report compares each staff member’s
total hours vs. their billable hours.
It is based on what percentage of their total hours
is actually billable time and
helps you understand how to best utilize your staff
in order to grow your agency.
|
|
|
|
|
|
|
|
|
|
|
Productivity Snapshot Reports C&P analyzes staff
time from many perspectives, for any day, week,
month, or year. These reports use
time sheets to show how the shop’s time is spent
and are the best way to see how
people work -- by client, job, or task.
|
|
|
|
|
|
|
|
|
|
|
Job Costing & Billing
|
|
|
|
|
|
|
|
|
|
|
Accounts Payable
Everything you buy from a vendor on
account or with a credit card, whether for a job or
for the shop's expenses, is
tracked with Clients & Profits.
|
|
|
|
|
|
|
|
|
|
|
Recurring Payables
Routine monthly bills, such as
rent or insurance, can be scheduled automatically
for payment, no re-entry needed.
|
|
|
|
|
|
|
|
|
|
|
Auto Pay Vendor Payables Write checks for unpaid
vendor invoices using the Auto-Pay Payables
function. Invoices are selected by pay
date, which is entered in Accounts Payable when
invoices are added. Clients & Profits
then searches for every unpaid invoice through this
pay date, groups them by vendor,
then writes a check.
|
|
|
|
|
|
|
|
|
|
|
Checkbook/Online Banking Clients & Profits can write
and print checks for vendor invoices, job costs,
overhead expenses, and employee
advances as well as transactions for online
banking.
|
|
|
|
|
|
|
|
|
|
|
Import Credit Card Statements Clients & Profits can
import credit card statements from American
Express, VISA, and MasterCard to save
hours of data entry each month. Previously-entered
job costs paid by credit card are
automatically matched up with the monthly
statement.
|
|
|
|
|
|
|
|
|
|
|
Internal Charges Shops
with in-house output,
duplication, and production equipment can set up a
price list for every kind of
internal charge they'd bill to a client (e.g.,
videotapes, slides, film output,
pre-press, etc.)
|
|
|
|
|
|
|
|
|
|
|
Expense Reporting
Staff expense reports records all
of your reimbursable out-of-pocket expenses, like
tolls, client lunches, cab fares,
or tips. Each staff member can add their own daily
expenses themselves, which can
then be approved by finance department staff. This
makes it easy keep track of the
reimbursable expenses you’ve paid for out of your
own pocket.
|
|
|
|
|
|
|
|
|
|
|
Employee Expense Advances Employees can be paid
advances for their expense reports. Later, when the
staff member enters their expense
report, they’ll be prompted to enter their expense
advance check number. If the
employee owes the company, he or she must write a
personal check on the spot. If the
employee spent more than their advance, a check is
cut for the difference
automatically.
|
|
+
|
|
|
|
|
|
|
|
|
One-Click Expense Approvals Finance staff can
quickly and easily review each staff member's daily
expense report and approve the
expenses in a single click.
|
|
|
|
|
|
|
|
|
|
|
Job Cost Transfers
Transfer costs between jobs and
tasks seamlessly within the Job Cost Transfer
window. Cost transfers are always added
in pairs: you’ll enter the job and task from which
the cost is being transferred,
then the job and task that will get the transfer.
|
|
|
|
|
|
|
|
|
|
|
Custom Billing Rates
Set up a standard rate for each
of your staff members that automatically populates
throughout C&P. Go a step further
and customize billing rates for a client within
their file and even designate
specific task rates for that client. Use this
flexible feature to ensure smart
billing throughout your agency and increase your
profits.
|
|
|
|
|
|
|
|
|
|
|
Weekend, Holiday, and Rush Upcharges Get paid when
your team goes the extra mile for clients. The
upcharge feature bills clients
automatically when your staff works on company
holidays or weekends. After setting up
your company’s holidays in C&P, you are able to
easily determine whether or not
certain clients will be billed for your staff’s
overtime within their client file.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
WIP Billing The
Billing Hot Sheet shows unbilled
jobs by client - including each job’s estimate,
billed, and remaining unbilled
amounts. A checklist of the billing workflow steps
is listed for each job. The Job
Billing Worksheet shows unbilled jobs and their
tasks - including each task’s budget,
costs, commitments, billings-to-date, and a space
to enter the amount to bill now
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Retainer Billings Bill
up front for a client
then apply these
billings later when the on any of the client's jobs
actual costs are billed.
|
|
+
|
|
|
|
|
|
|
|
|
Advanced Billings Bill
up front for a job
(using any part of its estimate), then apply these
billings later when the job’s
actual costs are billed.
|
|
+
|
|
|
|
|
|
|
|
|
Media Billing Create
automatic media WIP entries in
order to match your media costs using Media WIP
Accrual Accounting. Media invoices
automatically post media WIP accrual entries into
the General Ledger, offsetting the
accrual entries posted from the client’s media
billing. This helps automate WIP
accounting for media clients.
|
|
|
|
|
|
|
|
|
|
|
Client Invoices The
invoice shows a detailed summary
of the job’s tasks and their billings, including
billed hours. Printed invoices look
just like estimates, so clients are spared
billing-time surprises.
|
|
|
|
|
|
|
|
|
|
|
Client Payments Find
all of the details about your
client payments in Client Payments, including who
made the payment, the date of the
payment, when it was posted, the amount, check
date, the accounting period the check
was posted to, the check number and the cash in the
General Ledger.
|
|
|
|
|
|
|
|
|
|
|
Client Collection Manager Improve how you get paid
with the Collection Manager. This terrific tool is
a listing of everything owed to
you by your clients from unpaid invoices. When the
Collection Manager window is
opened, it lists every posted, unpaid invoice from
Accounts Receivable.
|
|
+
|
|
|
|
|
|
|
|
|
Chargebacks This is an
essential feature for
in-house marketing departments that bill
internally. Add your internal departments
from your company (your “clients”) into C&P so that
you can charge them and bill
appropriately for costs you incur producing jobs
for them.
|
|
|
|
|
|
|
|
|
|
|
Internal Billings An
internal invoice bills other
departments within the organization for their
in-house jobs. They do not affect the
financials or the A/R aging reports.
|
|
+
|
|
|
|
|
|
|
|
|
Internal Approvals for POs, A/Ps, A/Rs
Department
managers and team leaders have the option to
approve POs, vendor invoices for
payments, billings prior to sending to clients, and
more.
|
|
|
|
|
|
|
|
|
|
|
Bank Statement Reconciliation Any bank account can
be quickly reconciled with your monthly bank
statement using the Reconciliation
function. Clients & Profits reconciles bank
accounts separately, so you’ll enter one
account’s balance at a time.
|
|
|
|
|
|
|
|
|
|
|
Sales Commissions The
painful process of tracking
and calculating sales commissions for AEs is
completely automated. Sales commissions
are based on job billings for clients, jobs, and
job tasks that are marked as
commissionable. Commissions are calculated for
either account executives and bizdev
executives, or both. Commission rates are set by
job type and can be a percentage or
flat-rate spiff. Individual job tasks and invoice
line items can be made
commissionable, which Clients & Profits uses to
calculate commission amounts on
reports.
|
|
+
|
|
|
|
|
|
|
|
|
Sales Tax Accounting
Sales and use tax accounting is
completely automated. Each client can have up to 3
tax rates. What's taxable is based
on the job task and is used to calculate sales tax
on estimates, change orders, and
client invoices. Sales tax reports summaries all of
your taxable sales by location
for simple tax reporting.
|
|
|
|
|
|
Financial Accounting
General Ledger Clients
& Profits is built around a
one-write, double-entry general ledger. This
comprehensive, accrual accounting system
automatically tracks your income, costs, and
expenses for two concurrent fiscal
years. It provides full audit trials and account
summaries, batch posting, flexible
adjusting entries, and auditing tools for
high-volume shops.
|
|
|
|
|
|
|
|
|
|
|
Advertising-tuned Chart of Accounts
The Clients &
Profits X chart of accounts is completely
customizable. You can have as few or as
many accounts as you need (there’s no real
limit to the quantity of accounts). Each
account has an account number, classification,
sub-class, and categories for cash
flow and ratio reports. Separate accounts can
be set up for different profit
centers and departments.
|
|
|
|
|
|
|
|
|
|
|
Profit Centers
Separate accounts can be set up for
different profit centers and departments.
Financial statements can be printed for
one profit center at a time, or all profit
centers. Jobs reports can also be profit
center-based.
|
|
+
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Budgeting The
Budget Worksheet window lists all
G/L accounts and their budget amounts for the
current year. These budgets can be
compared with actuals anytime during a month by
printing the Budget vs. Actual
financial report in Snapshots. Not all accounts
need a budget. In fact, you're free
to choose which accounts to budget.
|
|
|
|
|
|
|
|
|
|
|
Auto-Complete G/L Accounts There's no need to
memorize thousands of account numbers. Just
enter the first few letters of an
account name and Clients & Profits will enter
the rest automatically.
|
|
|
|
|
|
|
|
|
|
|
Overhead Allocation Worksheet The Overhead
Allocation Worksheet helps calculate the true
cost of servicing your clients. It
works by first adding up the total hours worked
by staff members on each client
account, using entries from time sheets and
time cards. Then the agency’s total
overhead is calculated from the income
statement. The agency’s total overhead is
then divided up by client using one of four
formulas: agency direct service costs,
agency billings, agency income, or agency
direct client hours. Based on the formula
you’ve chosen, Clients & Profits allocates each
client’s share of the overhead
expenses.
|
|
+
|
|
|
|
|
|
|
|
|
Client Aging Snapshots Client aging reports show
unpaid invoices from Accounts Receivable
including how much clients owe you. See
essential information -- accounts receivable --
but in more or less detail.
|
|
|
|
|
|
|
|
|
|
|
Vendor Aging Snapshots Vendor aging reports show
unpaid invoices from Accounts Payable. These
reports show how much you owe to
vendors. Both show essentially the same
information -- accounts payable -- but in
more or less detail.
|
|
|
|
|
|
|
|
|
|
|
Job Profitability Snapshots Get an accurate
picture of which jobs are making you money and
which ones aren’t using the Job
Profitability report. It shows only costs and
billings for jobs and tasks, and does
not account for overhead expenses.
|
|
|
|
|
|
|
|
|
|
|
Financial Statements Clients & Profits prints
standard financial statements tailored
especially for the advertising industry.
These financial reports are used for auditing,
tracking, and reporting your G/L
accounts balances.
|
|
|
|
|
|
|
|
|
|
|
Ratios and Analysis Clients & Profits prints
advanced finacial statements and ratios that
larger entities may require.
This includes the Statement of Cash Flows, WIP
analysis, Debt Ratios, Liquidity Ratios and
Solvency Ratios.
|
|
|
|
|
|
Media Planning & Buying
Import from Strata, SmartPlus, etc. A great tool for
Media Buyers, the Clients & Profits Media Link that
imports broadcast orders, print
insertion orders, and vendor invoices from popular
media buying systems into your C&P
database.
|
|
+
|
|
|
|
|
|
|
|
|
|
|
+
|
|
|
|
|
|
|
|
|
| Media Planning
(Broadcast/Interactive/Outdoor/Print) |
|
+
|
|
|
|
|
|
|
|
|
Media Estimates Show
clients exactly where their ads
will be placed using the Media Estimate. The
flexible estimate is composed of
different media buys made for a single campaign,
such as a product launch, and
features a long description that can be used to
describe your objective for these
buys.
|
|
+
|
|
|
|
|
|
|
|
|
|
|
+
|
|
|
|
|
|
|
|
|
Media Pre-Billing Show
clients exactly where their
ads will be placed using the Media Estimate. The
flexible estimate is composed of
different media buys made for a single campaign,
such as a product launch, and
features a long description that can be used to
describe your objective for these
buys.
|
|
+
|
|
|
|
|
|
|
|
|
|
|
+
|
|
|
|
|
|
|
|
|
| Media Reconciliation Billing |
|
+
|
|
|
|
|
|
|
|
|
Media WIP Accrual Accounting Show clients exactly
where their ads will be placed using the Media
Estimate. The flexible estimate is
composed of different media buys made for a single
campaign, such as a product
launch, and features a long description that can be
used to describe your objective
for these buys.
|
|
+
|
|
|
|
|
|
|
|
|
|
|
+
|
|
|
|
|
|
|
|
|
| Media Analysis Snapshots (Post-Buy/Client
Spending) |
|
+
|
|
|
|
Security / System Administration
| One-time, One-Click Desktop App
Installation |
|
|
|
|
|
|
|
|
|
|
| Automatic, Silent Software Updates |
|
|
|
|
|
|
|
|
|
|
| Supports Multiple System Administrators
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Organize Users by Team, Department, Profit
Center |
|
|
|
|
|
|
|
|
|
|
| User Accounts w/200+ Customizable
Permissions |
|
|
|
|
|
|
|
|
|
|
| 15 Standard User Roles w/Preset
Permissions |
|
|
|
|
|
|
|
|
|
|
| Fine-Grain User Access Controls to C&P
Menus & Functions |
|
|
|
|
|
|
|
|
|
|
| 14 Customizable User-based Approval
Settings |
|
|
|
|
|
|
|
|
|
|
| User-based Interactive Budget Alerts |
|
|
|
|
|
|
|
|
|
|
Simple Login IDs (e.g., Staff Initials)
C&P uses the
same ID for logging into the system as its does for
timekeeping and trafficking
|
|
|
|
|
|
|
|
|
|
|
System Admin-managed Passcodes For better security,
staff members can't create their own passcodes.
Instead, they're assigned by the C&P
system admins.
|
|
|
|
|
|
|
|
|
|
|
| Separate User Passcodes for Desktop App &
Web App |
|
|
|
|
|
|
|
|
|
|
| Option to Require Strong Passcodes |
|
|
|
|
|
|
|
|
|
|
| Option to Expire Passcodes After X Days
|
|
|
|
|
|
|
|
|
|
|
| Automatic Logoff After X Minutes |
|
|
|
|
|
|
|
|
|
|
| User Login/Last Action Logging (including
IP address) |
|
|
|
|
|
|
|
|
|
|
| Optional Bad Login Email Notifications
|
|
|
|
|
|
|
|
|
|
|
| Option to Disable User Accounts After 3
Bad Login Attempts |
|
|
|
|
|
|
|
|
|
|
| 200+ Customizable System Preferences |
|
|
|
|
|
|
|
|
|
|
| Custom Logo on Printed Reports, Estimates
& Invoices |
|
|
|
|
|
|
|
|
|
|
| 30+ Custom Staff Email Notifications |
|
|
|
|
|
|
|
|
|
|
| Works with SSL Email Servers (e.g., gMail)
|
|
|
|
|
|
|
|
|
|
|
Customizable Email Templates w/Optional
Attachments
These options can require internal approval by a
specified staff member before things
can move forward e.g., before estimates can be
printed, before timelines can be sent
to clients, before A/P invoices can be paid, etc.
|
|
|
|
|
|
|
|
|
|
|
| 10 Customizable Internal Approvals (e.g.,
Briefs, Estimates, etc.)
|
|
|
|
|
|
|
|
|
|
|
| 30+ Customizable Job/Production/Traffic
Preferences |
|
|
|
|
|
|
|
|
|
|
| Custom Production/Finance Status Codes
|
|
|
|
|
|
|
|
|
|
|
| Supports Multiple Location-based Asset
Servers |
|
|
|
|
|
|
|
|
|
|
| Auto Job, PO, Invoice, and Check Numbering
|
|
|
|
|
|
|
|
|
|
|
| User-based Options to Show/Hide Job Costs
|
|
|
|
|
|
|
|
|
|
|
| User-based Options to Show Cost/Billing
Rates |
|
|
|
|
|
|
|
|
|
|
| Option to Require Notes on Time Entries
|
|
|
|
|
|
Database
Hybrid Desktop/Web Architecture C&P pairs the power
and usability of a desktop app with the flexibility
and accessibility of a modern
mobile app. Your staff gets a more powerful, usable
experience with the work-anywhere
features of the internet.
|
|
|
|
|
|
|
|
|
|
|
Cloud-based Database (aka The C&P
MAINFRAME) Your
database, in the cloud. Available anywhere, anytime
you need to get things done.
Nothing to back up, zero maintenance. We're on it
24/7/365.
|
|
|
|
|
|
|
|
|
|
|
| Maintenance-Free Database & Server
Performance Monitoring |
|
|
|
|
|
|
|
|
|
|
Automatic Daily Backups Clients & Profits maintains
daily, weekly, and monthly backups of your database
automatically. You never have to
worry about the security of your data.
|
|
|
|
|
|
|
|
|
|
|
Requires Self-Hosted MySQL/Microsoft SQL
Server Database ** To run Clients &
Profits X you need your own in-house, non-cloud
based
MySQL or SQL Server database server
|
|
|
|
|
|
|
|
|
|
|
Requires Onsite SQL DBA ** A qualified SQL DBA is
required for initial setup, configuration, and
optimization as well as for daily
backups, performance monitoring, and routine
database maintenance. The C&P Helpdesk
offers only limited support for self-hosting.
|
|
|
|
|
|
|
|
|
|
|
Native Mac OS X Desktop App A real Mac user
experience you already know how to use
|
|
|
|
|
|
|
|
|
|
|
Native Windows Desktop App A real Windows user
experience you already know how to use
|
|
|
|
|
|
|
|
|
|
|
Web-based Project Manager - Jobr Mobile
Optimized
for tablets
|
|
|
|
|
|
|
|
|
|
|
Web-based Client Portal - Projectr * Optimized for
tablets
|
|
|
|
|
|
|
|
|
|
|
| Smartphone-optimized Daily Time Card |
|
|
|
|
|
Owner / Principal / Executive
Management Reports See
how your shop is performing,
anytime, with a single click in Clients & Profits.
How are your jobs performing?
Which jobs are profitable? Which clients are
profitable? Reports can be bookmarked
with specific settings so you can measure what is
important to you - without waiting
for someone "to get back to you".
|
|
|
|
|
|
|
|
|
|
|
| Advertising-tune Accounting |
|
|
|
|
|
|
|
|
|
|
SMART START Get you're
shop up and running with C&P
quickly and minimize the amount of time your staff
spends getting started.
|
|
|
|
|
|
|
|
|
|
|
Reports
|
|
|
|
|
|
|
|
|
|
|
Snapshots : Essential Reports Real time reports with
essential insights on your jobs and clients.
Everything is live and up-to-date, so
that you’ll have an accurate picture of where
everything in your shop stands.
|
|
|
|
|
|
|
|
|
|
|
Bookmarked Reports
Bookmark report settings and you
can print your reports in one click. Bookmarks are
personal and linked to your log-in
so you can Bookmark exactly what you need.
|
|
|
|
|
|
|
|
|
|
|
Email Reports as PDFs
Easily share valuable
information with staff members or clients by
emailing reports from C&P as a PDF. This
feature converts hundreds of C&P reports, making it
easy to extract the data you need
now.
|
|
|
|
|
|
|
|
|
|
|
Customizable Reports & Forms (e.g.,
Estimates, Invoices) Make reports
look the way you want them to using the built-in
Clients
& Profits Customize Reports window. Modify every
existing report in Clients & Profits
using text, line, and drawing tools, as well as a
custom color picker. You can also
customize the typeface for individual sections of a
report using the typeface style
and size tools.
|
|
|
|
|
|
|
|
|
|
|
Shared Customized Reports Share customized reports
with your staff so that everyone in the shop uses
the same report. You’ll reduce
confusion and make it easier for you to get your
job done. Any customizations you
make to a report are also available to anyone,
anywhere in your shop that prints the
report.
|
|
|
|
|
|
System Setup / Training & Support
| SMART START : Quick 20-Question Setup |
|
|
|
|
|
|
|
|
|
|
| California-based Live Support :
Phone/Email/Chat |
|
|
|
|
|
|
|
|
|
|
Online Visual Feature Guide One-click access to the
Feature Guide by clicking the Help button anywhere
in Clients & Profits
|
|
|
|
|
|
|
|
|
|
|
| On-demand Training Class Videos |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1-on-1 Virtual Training * |
|
|
|
|
|
|
|
|
|
|
| Personalized Onsite Training * |
|
|
|
|
|
|
|
|
|
|
| Onboarding & Best-Practices Consulting *
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
What is Clients & Profits? •
Features •
Tour •
Pricing •
Demo •
News •
Training & Support
