Since Clients & Profits 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.

Clients & Profits is based on job tickets. A job ticket is an electronic job jacket that tracks estimates, production specifications, schedules, traffic, costs, time, expenses, and billings. Job tickets replace your paper job folders, log books, and other job tracking systems. Clients & Profits is the only system you need to track jobs. Since jobs are seamlessly integrated with accounting, there’s no double entry, making your work more timely, accurate, and easier to manage.

Here you'll see how to use Clients & Profits for your day-to-day work:

■ add users to your database
■ set up user passwords and access privileges
■ add staff members, cost rates, and billing rates
■ add, edit, and delete vendors
■ add shortcuts to your Creative Dashboard
■ create a custom Task Table
■ set up status codes
■ set up groups
■ set up job spec sheets with job templates
■ register your Clients & Profits software and activate your database
■ set your system’s preferences

✳️ First time using Clients & Profits? If you're a brand-new Clients & Profits, there's a special one-time-use page that walks you through registering your Clients & Profits app and activating your C&P Cloud database, which has been automatically set up for you.

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

📎 Guessing about time? As staffers work, they can lose track of the time they spend working. The resulting time entry is their best guess. Stop guessing with the SmartTimer, and online stopwatch. Simply open your time card, add the job and task you're about to work on, click the toolbar button to start the timer, and click Save. You can even quit out of C&P. When your work is done, open C&P and your time card, and click on the toolbar button to stop the timer. The elapsed time is entered for you. You may edit the time to the nearest quarter hour if desired.