A web-based multi-module management system designed by Clients & Profits for marketing companies.
My Clients & Profits! is an add-on that allows creative, account execs, and out-of-office staffers to add and track jobs, estimates, creative briefs, traffic, schedules, POs, expenses, and time using a web browser. The My C&P! web server lets staff access your C&P database in real-time from anywhere.
TIME CARDS: Staff members can enter their hours worked on a daily time card. Time from previous days can be reviewed but not edited (for better security). Production and creative staff working on location can enter time each day, keeping productivity and job cost reports up-to-the-minute accurate and timely.
EXPENSE REPORTING: Staff members can enter out-of-pocket expenses for travel, parking, in-house supplies, and more without manual expense forms. Since expense reports entered with My Clients & Profits! update jobs automatically, there’s no double-entry by the accounting department.
TRACK INTERNAL CHARGES: Enter expenses for internal charge items such as CD duplication, output, slides, and more without rekeying. Not available for Clients & Profits Classic users.
REVIEW POs: Production, creative, and account service staffers can find and review purchase orders, broadcast orders, and print insertion orders and their details.
PO APPROVALS: Production managers can approve new purchase orders online. Not available for Clients & Profits Classic users.
JOB SCHEDULES: The start and due dates for a job’s scheduling tasks can be entered, reviewed, and updated from the Job Schedule web page.
JOB TRAFFIC: A job’s milestones, production and billing status, status notes, and next steps can be updated from the job’s traffic web page by anyone with the right access privileges.
DAILY JOB HOT SHEET: Anyone who needs to can view the shop’s Daily Job Status report from their web browser. Jobs can be selected by production status, just like the regular report printed from Clients & Profits. Users with the appropriate access privileges can update a job’s production status code and status notes any time from the Daily Job Status web page.
WEEKLY TRAFFIC REPORT: Anyone who needs to can view the shop’s Weekly Traffic report from their web browser. Jobs can be selected by production status, just like the regular report printed from Clients & Profits. Users with the appropriate access privileges can update a job’s traffic information from the Weekly Traffic Report web page.
PRODUCTION PLANNER: View open jobs using the timeline-based production planner.
WEEKLY TASK PLANNER: Creatives and production staff can review the week’s deadlines from job schedules any time.
WORK TO DO: Creatives and production staff can keep track of unfinished job tasks for any range of start dates or due dates.
TRACK JOBS: Browse through job tickets and their tasks. Or, pick a job ticket from the lookup list that lists all of the shop’s open jobs. The Job Ticket web page looks like the job ticket window in Clients & Profits, so it will be familiar to anyone who’s used it before. From the Job Ticket page you can view the job’s billings, POs, costs, specs, snapshot, creative brief, WIP, and work order. Users with the right access privileges can add tasks to an open job ticket.
PROPOSALS: New client proposals can be added, edited, or printed right from your browser.
OPEN NEW JOBS: New jobs can be opened for any client based on the user’s access privileges. If a new job is given a job type/spec sheet, My Clients & Profits! will copy the template’s tasks to the new job automatically.
VIEW ESTIMATES: The Estimate web page shows the job’s tasks and their budget and estimate amounts. An estimate’s prior revisions can be reviewed by choosing the revision from the pop-up menu. Job estimates can be changed from the My C&P! web page.
CREATIVE BRIEFS: A job’s creative brief can be edited by anyone with the right access privileges.
CHANGE ORDERS: The Change Orders web page lists a job’s change orders. The details on an existing change order can be viewed by clicking on its line number. New change orders can be added any time, which update the job ticket instantly.
JOB DIARY: The Job Diary logs changes to the job’s status, estimate, and specifications. You can also quickly review a job’s costs for one or more tasks from the Job Diary web page, as well as add a new diary entry.
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