My Clients & Profits X! is a web server for your Clients & Profits X database that allows anyone to manage jobs, track time and expenses, and more from any supported web browser.
Using My Clients & Profits X! The My C&P! X web server acts as a gateway between your shop's Clients & Profits database and any number of web users.
Opening a New Job The job ticket web page resembles the Job Ticket window in Clients & Profits X. The page features the job's basic details (e.g., number, client, project, name/title, etc.) and its task.
Remotely Managing My C&P! X Parts of the My Clients & Profits! web server can be monitored and managed remotely from any internet connection using a web browser.
Estimates Estimates are based on the tasks you've added to a job. So the details you enter for a task is what the client sees on the printed estimate. This is very important: Jobs are estimated by job task only. Unless a job ticket has tasks, you can't edit its estimate.
Change Orders Change orders document changes made to a job's estimate after it has been authorized. They prevent potentially costly misunderstandings between the agency and the client when a job has gone over budget.
My Calendar The My Clients & Profits X calendar is an online planning tool for both individual staff members and the company as a whole. It is designed to help you easily add, edit, and prioritize your daily activities (as well as those for different departments and the company itself), planning months into the future.
Time Sheets The need to keep detailed, accurate records of how everyone in the shop spends their time is vital to staffing, billing, productivity, and profitability. Unlike other accounting systems, time keeping is a fundamental feature in My Clients & Profits! X. That's why there are so many ways to track time, whether it's billable or unbillable.
Purchase/Insertion/Broadcast Orders Purchase, insertion, and broadcast orders account for purchases you make from vendors on a client's behalf. They are not required by My Clients & Profits X, but give you control over your purchases.