Clients & Profits | Visual Feature Guide | Jobr

The Client Project Pipeline is a ideal (although spreadsheet-y) way to watch a job’s progress from start to finish — but from the business side.

The idea here is to keep each job’s estimate ahead of its costs. If costs are coming in too high or too fast (or both), it’s easy for an AE (or project manager) go suddenly be over budget. By watching a job’s progress regularly, either here or from the job ticket, you’re inviting fewer ugly surprises.

This feature also serves as a super-convenient billing review. By using the status codes to find finished jobs that are ready to be billed (which depends, of course) on how you set up your status codes), you’ll be able to see which jobs can be billed now — you can even schedule the next billing. At the very least, you can change the finance status to notify the accounting department that a job is ready to bill. 📍See demo : AOS-215

✳️ When a change is requested (by either the client or the agency, it doesn’t matter), a change order can be added then printed. The printed change order resembles an estimate. Unlike the estimate, it only shows the cost and description of the change being requested. The client signs off on a change order just like they sign off on an estimate, giving the authorization to exceed the job’s estimate. A new change order is printed automatically when it is saved.

📎 When reviewing a specific job, AEs can use the job ticket window’s AE Snapshot to see how the job is progressing.

🔹To see & use the Client Project Pipeline, choose Jobr > Client Project Pipeline.

HERE'S HOW IT WORKS

• The Client Project Pipeline is not limited to just AEs; anyone who works with clients & numbers will find it useful.
• Jobs can be selected by production or finance status, as well as for one AE, client, team, or project.
• For each job you’ll see it’s up-to-the-minute estimate, billings, open orders, unbilled, hours, and more.
• You’ll see % of estimate remaining, both for billing and for hours.
Double-click on a job to update it’s status, status note, key dates, next steps, and priority.
• Right-click on job (one job, or several jobs) to drill-down into its costs, time, POs, expenses, and billings.
• Anyone can add a new To Do for a selected job.
• AEs can open new jobs by clicking the Insta-Job toolbar button.
• PRO TIP: AEs can schedule a job’s next billing by clicking the Set Next Billing toolbar button.
• Certain staff members can be restricted from using the Client Project Pipeline in their user permissions.

⚠️ Jobs are only sorted in job-number order.

✳️ Double-clicking on a job opens the Job Traffic/Deadline window, but you’re limited here to just updating the job’s status, which is accessible to staff members with the right user permissions.. In any case, you can’t edit the job’s deadlines, timeline, or calendar from the Client Project Pipeline — this is a traffic function that’s done from the Daily Job Status Report, the Production Calendar, and the Resource Worksheet.

Add resources to a job’s task deadline when you need to assign different people a deadline for the same task. Adding deadlines for additional resources does not affect job costing, billing or accounting.

It’s reflected only in deadline windows and reports. Simply unselect a resource to remove them from a task deadline if something changes

Listen to a podcast about how to get the most out of Clients & Profits's most useful project management features (5:06 mins)

See how to :

Change orders can be found in several ways: by account number; by organization name; by cost center; by sequence; or, by browsing through the Clients file.

When the Clients window is opened, the last-used client is displayed automatically.

1️⃣ Choose My > My Clients.

The Clients window opens, displaying the previously viewed client.

2️⃣ Enter a client number in the Find Number field, then click 🔎

3️⃣ Choose My > My Clients.

The Clients window opens, displaying the previously viewed client.

4️⃣ Enter a client number in the Find Number field, then click 🔎

5️⃣ Choose My > My Clients.

The Clients window opens, displaying the previously viewed client.

6️⃣ Click Save.

You can find clients by organization name, cost center, or by sequence (i.e., the order in which clients were added). Click the previous and next buttons to browse clients sequentially. You can alternately view a client by choosing it from the Show drop-down menu.

Click here for step-by-step instructions.

Click on the Rush jobs only checkbox to show only those jobs that have a rush (or greater) priority. Any non-rush jobs are hidden. (Note that the estimate graphs will recalculate to show only the totals from the displays jobs.) To see all of the jobs, uncheck the Rush jobs only checkbox.

You have the same choices here that you do in the Job Ticket window, and it works the same way. Click on one job (or several jobs), then right-click to select your drill-down: costs, expenses, orders, time, billings, etc.

If you have the right user permissions, you can update the job status right from the Client Project Pipeline report. Select a single job then click the Update Job Status toolbar button. The job’s Traffic/Deadlines window opens, display the Status tab (which is all you can change here anyway). Enter your changes, then click Save. You can only update the status for one job at a time.

There are two ways to update the job’s status note:

1 Click on a job to select it, then click the status note mini-button in the column heading, or
2 Click on a job to select it, then click the Update Job Status toolbar button

Click here for step-by-step instructions. But, basically, here’s what you do:

1 Click on a job, then click on the Set Next Billing toolbar button
2 Then, enter the billing amount, the invoice date, and any special instructions
3 Lastly, choose a name from the to be billed by drop-down menu (i.e., the person who’ll add the invoice)
4 To send this info to the billing person, click Notify Now
5 Click Save

Your next billing info will be saved on the job ticket (you’ll find it in the billing information tab of the Edit Job window) and will be emailed to the billing person. The next billing will automatically scheduled.

ToDo

OpenJob

SmartTimer

📎 When an approver approves a request (or approves it with changes, or rejects it entirely) you’ll get a confirmation emails. In addition, you’ll see its status change in the Reviews & Approval table.

TIPS

📌 By default, clients can only either approve or reject a request. As an option, clients can also approve a request with changes. If enabled, a client can describe the changes they want as a condition of approval, which makes the request as approved. But it's easier for these approvals to be lost in the cracks, or just overlooked this way. The approve w/changes option is enabled in homeBase preferences.

📌 If your audit trails and journals don’t equal the financial statements, posting may have crashed during the month. Use the verify G/L account balances utility to recover the correct totals.

FAQs

💬 Can I delete a task from the Add/Edit window? No. To delete a task, close this windowFrom the Task Table window, click on a task then click the Delete toolbar button. A task can be deleted from the Task Table as long as it isn’t used on any job.

💬 Can I change the staff member's initials? Yes, the Re-number utility will change all of a staff member's time entries, job tasks, etc. automatically. If the staff member also has a vendor account (which is used for expense report reimbursements) it will be renumbered as well.

SEE ALSO
How to do estimates
Task Table FAQs

EXPLAINERS
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