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. Job tasks serve many purposes, including estimating, scheduling, job costing, and billing. A job always has at least one task, but can have dozens.

Job tickets are always available on any computer in your shop (if you have the access privileges). So it’s easy to review your job’s progress from start to finish. Anything anyone does for your jobs appears in the Job Ticket Window. These production windows let you easily see a job’s estimate, task schedules, traffic milestones, or status. You can also analyze the job’s costs, time sheets, open purchase and insertion orders, and unbilled tasks. 📍See demo data: UCX-019 (e.g., media)

All this makes job tracking much faster than ever before, since there are no more thick job jackets or job binders to sort through. And since everyone in the office works from the same shared database, you’ll instantly see anyone’s changes as they are made -- so you’ll always work (and make decisions) from accurate data.

It’s the heart of Clients & Profits. The job ticket window is a dashboard into the complete view of a job.
One True Source of up-to-date information of the job.
Lets you see the pulse of the job
Best place to print job lists and summaries for both open and closed jobs.
Lifecycle
See where it’s been, where it is today, and where it’s going
Everyone benefits from see jobs in real-time.

🔹To see & use job tickets, choose Jobr > Job Tickets.

HERE'S HOW IT WORKS

• A job ticket is opened for every job your shop gets, including in-house projects and pro-bono work.
• Each tab shows a different side of the job: deadlines, timelines, discussions, to-do’s, assets, and an financial snapshot.
• Jobs can be restricted to certain staff members by client.
• Staff members are limited to the job ticket window with customizable user permissions.
• The recently viewed shortcut lets you quickly see new jobs, your jobs, rush jobs, and related jobs.
• The window is organized as a one-stop-shop for everything you’d want to know about a job.
• You can find jobs easily if you know the number, or use the Power Search to find jobs using queries

📎 The Discussions tab is where the collaboration happens This is where you’ll open topics for discussions, specify deliverables, and add decision points, as well as upload drafts of files for the team to see and comment upon. From the Job Ticket window you’ll see one job’s topics & comments. When you click on a topic, you’ll see its comments listed in the Comments table. Click on a comment to see it’s full text, or to see it’s attached file (if there’s one). If the topic is still open, you can reply to the selected comment at the bottom of the Comments box.

Always go home(base)

Use the job ticket’s homeBase window to see all of its topics & comments, to do’s, and approvals. But to see a job’s freshest (i.e., most-recent) comments, use the homeBase job wall tab in the job ticket window. Here you’ll see just the most recently added comments from the team.

But what about seeing more than one job’s homeBase at a time? No problem! Just use your Creative Dashboard. Like the job wall, the My homeBase tab also shows recent comments, but every job on your Job Hot Sheet — that is, every job for which you’re on the creative team, production team, or an AE or biz dev exec.

On the go? Use your iPad or tablet to see homeBase topics, comments, to do’s, and approvals using the Jobr mobile web app.

📎 If a task is no longer used, make it inactive Here's an explainer to help you understand default user roles for new users.

Permissions are the foundation of your database’s security system. By carefully and thoughtfully assigning Permissions, you can provide users access to the things they need to see -- and keep them from seeing and working on things they shouldn’t. Every user has his or her unique set of Permissions. This ability lets you tailor the system to a user’s special needs for information. For example, you can selectively give a user access to adding, editing, and deleting job tickets -- but prevent them from seeing costs.

📎 Permissions are very flexible, so they can be changed at any time. The changes you make take affect the next time the user enters their initials in the Introduce Yourself window.

📎 All about passwords There are separate passwords for the desktop app and the web app, as well as expirations and other others. Here's a link to reset the user password.

⚠️ Each staff member can have distinct user permissions for viewing, opening, changing, and printing jobs in the Job Ticket window.

⚠️ Track jobs on the go with jobr.mobi. Jobr.mobi, a free web app, duplicates most of the job ticket window on a tablet.

Watch the LEARN ALL ABOUT USERS & PERMISSIONS explainer video (coming soon)



🎯 Any manager can change a user’s Permissions, including their password. Over 30 new user-based Permissions give system managers a greater ability to pick-and-choose just what a user can see and do. These new Permissions are not automatically enabled when you first install Clients & Profits. Instead, they need to be set individually for each user.

TIPS

📌 You can provide access to specific menu commands, as needed. When a user doesn’t have access to a menu command, it appears dimmed and can’t be chosen. This prevents a user from working in some place they shouldn’t. For example, you can give a user access to Media, to add, change, and print media plans, but not Accounts Payable or the Checkbook.

📌 You can provide access to specific menu commands, as needed. When a user doesn’t have access to a menu command, it appears dimmed and can’t be chosen. This prevents a user from working in some place they shouldn’t. For example, you can give a user access to Media, to add, change, and print media plans, but not Accounts Payable or the Checkbook.

FAQs

💬 What's the difference between a dept manager/supervisor and the system admin? Can someone be both? Permissions are very flexible, so they can be changed at any time. The changes you make take affect the next time the user enters their initials in the Introduce Yourself window.

SEE ALSO
How to do estimates
Task Table FAQs

EXPLAINERS
Collaborating w/homeBase
Reviews/Approvals