Software for the Business of Being Creative® Since 1986
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Training & Support
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| Getting Around Learn how to get around Clients & Profits with this overview of the menu, work flow and navigation tools. |
Level 1 | 8:47 | For: Everyone |
| Tasks & To-Do's (coming soon) Overview of Tasks and To-Do's. |
Level 1 | 1:00 | For: Everyone |
| Jobs 360: Project Dashboard (coming soon) See how to use the Jobs 360: Project Dashboard to manage, view, update, and collaborate on Jobs. |
Level 1 | 1:00 | For: Creative Team / Account Team / Project Management / Production / Traffic / Digital Team |
| My Calendar (coming soon) Learn how to use My Calendar – a personalized work calendar with just the work you are assigned to. |
Level 1 | 1:00 | Creative Team / Account Team / Project Management / Production / Traffic / Digital Team |
| PowerSearch, Bookmarks, & Lookup Lists (coming soon) Getting to the information you need is easy when you know how to use the navigation tools. |
Level 1 | 1:00 | For: Everyone |
| Easy Time Keeping Tracking time is painless with the easy time keeping tools in C&P including Click-Time Card, Smart Timer, and Time Sheets. |
Level 1 | 4:47 | For: Everyone that tracks time. Best for shops that schedule and assign tasks in Clients & Profits |
| Daily Time Card Basics Learn to use the basic time card and see how Smart Timer can make completing your time card effortless. |
Level 1 | 3:52 | For: Everyone that tracks time. Best for shops that do not assign tasks in Clients & Profits |
| Accounting Essentials (coming soon) Coming Soon |
Level 1 | 1:00 | For: Accounting |
| homeBase (coming soon) Learn how to use homeBase to share, collaborate and make decisions with your team and clients seamlessly. |
Level 1 | 1:00 | For: Creative Team / Account Team / Project Management / Production / Traffic / Digital Team |
| Estimates & Invoices (coming soon) Learn how to create custom estimates, manage what information you include, and ensure your invoices match the estimate your client signed off on. |
Level 1 | 1:00 | For: Accounting / Account Team / Project Management / Production |
| Opening a New Job (coming soon) Basic steps to open a new job in C&P with an overview of the Creative Brief, Work Order and Job Templates. |
Level 1 | 1:00 | For: Account Team / Project Management / Production / Traffic |
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| Account Services (coming soon) Discover the tools in Clients & Profits to help you work closely and efficiently with clients. |
Level 1 | 1:00 | For: Account Services Team |
| Project Management / Traffic / Production (coming soon) See how Clients & Profits can help you streamline project management and create reports effortlessly. |
Level 1 | 1:00 | For: Project Management / Production / Traffic / Digital |
| Creative Team (coming soon) Maximize creative output when you use Clients & Profits to minimize the time you spend on administrative tasks. |
Level 1 | 1:00 | For: Creative Team |
| Executive Team (coming soon) How is your shop performing? Are you as profitable as you could be? Are you billing your clients for all the job costs? Discover specific reports and tools in Clients & Profits that will help you manage the business side of your creative business. |
Level 1 | 1:00 | Owners / CFOs / Presidents |
| Accounting (coming soon) See what an advertising tuned costing, billing, and finance program can do for your shop. |
Level 1 | 1:00 | For: Accounting / Bookkeeping / CFO / CPA |
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| Clients & Profits Essentials Learn the basics of Clients & Profits in this starter class designed for anyone who will be using the program for the first time. You’ll learn how Clients & Profits is organized and how to get around the program. |
Level 1 | 60:00 | For: Everyone |
| My Menu & homeBase Learn how to use My Menu to track time and to manage tasks, schedules, and approvals for the jobs you’re working on. We’ll show you how to use HomeBase to share, collaborate and decide from your Creative Dashboard. |
Level 1 | 60:00 | For: Creative Team / Account Team / Project Management / Production / Traffic / Digital Team |
| New Jobs This session takes you through the steps to open a job. You’ll be introduced to job templates and learn how to add the Creative Brief and Work Order to the Job Ticket. |
Level 1 | 30:00 | For: Account Team / Project Management |
| Accounting Essentials (coming soon) Coming Soon |
Level 1 | 30:00 | Accounting |
| Estimates & Invoices Get a firm understanding of how to create estimates and invoices that match perfectly, manage the level of detail you show your clients, and use change orders to document any changes to the original estimate. |
Level 1 | 30:00 | For: Account Team / Project Management / Production / Accounting |
| Project Management Learn how to use Clients & Profits. For project management. We’ll cover how to assign resources, use status codes, schedule tasks, and print key traffic reports including Daily Job Status, Weekly Traffic and the Job Hot Sheet. |
Level 1 | 30:00 | For: Account Team / Project Management / Production / Accounting |
"C&P is the best thing that's happened to this company." – Sonja Hoezee, Amway Global
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