Since Clients & Profits X was designed especially for the advertising industry, you'll probably feel familiar with it after only a few days. It's made to move you smoothly through the steps that every job goes through: estimating, trafficking, costing, and billing -- the same steps you go through now. But instead of using a manual system of job jackets and forms, everything will be in Clients & Profits X.
Proposals Proposals can be added when pitching an idea to a client. Once your bid is accepted, then can be easily converted into job tickets.
Job Tickets A job ticket is opened for every project the shop gets, including internal work, client presentations, and pro-bono jobs. Each job ticket is given tasks that describe what's being produced, such as artwork, copywriting, design, and printing. Job tasks are completely customizable for flexibility.
Purchase Orders Anyone can add their own purchase orders, up to a user-defined dollar limit. POs have at least one job and task, but can contain several for better cost accounting. Amounts from the purchase order update job tickets automatically.
Production Planner The Production Planner window lists your unfinished job tasks for the current week. It provides a sophisticated dialog box to find unfinished job tasks by due date, start date, resource, client, or AE/team for any period of time. Unfinished tasks can be found by either start date or due date.
Daily Job Status Report The Daily Job Status Report window gives you an overview of where every job in the shop is, whether it’s on hold, at the printer, or awaiting client approval. It's designed to be printed every morning to summarize the shop’s work in production.
Weekly Traffic Report The Weekly Traffic Report window shows all traffic assignments in the shop, sorted by type of job. The job’s traffic assignments, milestone headings, and traffic milestones appear in a spreadsheet that can be edited then printed.
Work To Do The Work to do window is a great way to see your unfinished tasks. The window provides a sophisticated dialog box to find unfinished job tasks by due date, start date, resource, client, or AE/team for any period of time. Unfinished tasks can be found by either start date or due date.