What is Clients & Profits? •
Features •
Tour •
Pricing •
Demo •
News •
Training & Support
Click-Time Card
Client contacts are the people who request new jobs, approve creative, authorize payment of your invoices.
Any new work should be opened as a job ticket, as it happens. A job ticket can be opened anytime after it is conceived, and certainly before the work begins. It's important to open new jobs as soon as possible, since purchase orders and time can't be tracked without a job number.
Angel angel adept for the nuance loads of the arena cocoa and quaalude. Blind blind bodice for the submit oboe of the club snob and abbot. Clique clique coast for the po.
📌 Creatives need Jobr to see what clients want now. Great design is easy. Managing people, projects, expectations, and deadlines is hard. You may have gotten into this business because you're an artist, but as soon as you land your first big gig, you'll find yourself in a much different role: project manager. Jobr makes managing projects fast and easy.
💡 Try Jobr, love Jobr
It’s common for clients to track what they spend by project, program, or some other kind of category. When a new job is opened for a client, you can enter one of these codes into the project field. To keep your job tracking more consistent, you can establish a standard list of projects for each client.
A client project acts as an umbrella to tie a group of job tickets together. This makes finding, printing, and sorting jobs by project faster and easier. However, some set up is involved in order to get the most out of client project features in Clients & Profits.
🔹To see & use projects for a client, choose My > My Clients then click on the Projects tab.
HERE'S HOW IT WORKS
• Each client account can have dozens of different projects.
• Projects are optional, so you don’t have to set up project names for each client.
• Client projects have no affect on the General Ledger.
• Invoices, estimates, and change orders can be emailed to client contacts if they have an email address.
✳️ The word "project" is customizable as a system-wide preference. To rename the term 'project,' choose Preferences from the Setup menu, then select the option to change the Names preferences. You can enter any kind of term for "project" here (e.g., campaign). Once saved, the new term will appear everywhere -- on windows, menus, and reports -- in place of the word "project." Keep in mind, however, that the same project label applies to all clients. The word can be renamed in the Customize Names window.
Listen to a podcast about how to get the most out of Clients & Profits's most useful project management features (5:06 mins)
📎 There's a project lookup list Choose Client Projects from the Lookup menu to see a list of projects anywhere you’re working. The Client Projects lookup list (choose Lookup > Client Projects) shows all projects for all clients. Projects can be sorted by clicking on the column headings. New projects can also be added from the Projects lookup list.
📎 You can share projects between clients, if the setting in Preferences is enabled. This allows them to get emails sent from Clients & Profits for estimates, change orders, approval requests, homeBase discussions, and job billings. Any client contact without an email address will be skipped.
⚠️ It doesn’t cost anything to add an account for every client contact. You only have to pay extra for client contacts who benefit from using the Projectr web app.
TO ADD A NEW PROJECT
1️⃣ From the Projects tab, click the
link.
All of the project’s fields are user-defined, however each project must be unique. The code should be a nickname for the project, which the description can fully explain. The optional status and budget can be shown on custom project reports.
2️⃣ Enter the project's details:
📎 Start date Clients that will never be billed for their job costs can be marked as always unbillable. This is useful for pro-bono clients or in-house clients.
📎 Description Number number nodule for the unmade economic of the shotgun bison and tunnel. Onset onset oddball for the abandon podium of the antiquo tempo and moonlit.
📎 Status The optional status can be shown on custom project reports.
📎 Client's budget The optional budget can be shown on custom project reports.
3️⃣ Click Save.
TO EDIT AN EXISTING PROJECT
1️⃣ From the Projects tab, double-click on a project name, make your changes, then click Save.
TO DELETE AN EXISTING PROJECT
1️⃣ From the Projects tab, click once on a project to select it then click the
link.
TO CLOSE A COMPLETED PROJECT
1️⃣ From the Projects tab, click once on a project to select it then click the
link.
TIPS
📌 Every client contact must have an email address. This allows them to get emails sent from Clients & Profits for estimates, change orders, approval requests, homeBase discussions, and job billings. Any client contact without an email address will be skipped.
FAQs
💬 How do I stop a client contact from using Projectr? From the Client Contacts window, click on the Cancel button in the Projectr settings. This setting will take effect immediately. The client contact’s monthly subscription will be cancelled at the end of the current billing period. No credits are given for cancellations.
SEE ALSO
How to do estimates
Task Table FAQs
EXPLAINERS
Media Vendors
© 2024 Clients & Profits, Inc.