Improved Production Calendar The job task-based Production Calendar now shows staff availability, company events, and holidays to make tracking deadlines easier. Also, deadlines can now be filtered by department or staff member.
Drag-and-Drop Logos Logos of any size and graphic format can now be dragged from your computer into the logo fields in Preferences. They'll be automatically resized and optimized for invoices, estimates, etc. New Form The Reports window now has an option to print forms, which are required for tax-exempt organizations, instead of standard forms. Production Calendar One day week, or month at a time.
All open jobs and tasks with all deadlines across all clients or customize to just those you work on. View by month, week or day.
Not available in Job Tracker or Classic Creative Dashboard Here's the ultimate home page for anyone who works with jobs. The new Creative Dashboard puts your jobs, tasks, and deadlines front and center, in your face, right between your eyes: What's due today? Who's talking about what? What's coming up? What do I need to approve? What happens next? You'll only see your own jobs, tasks, and to do's instead of the clutter you get from other traffic systems.
And, the integrated Click Time Card tracks your hours as you work -- it's brilliantly simple. Deadlines Formerly called Work To Do, but now so much more. It's mission control for traffic, the nerve center of the schedule. And it lets you totally dominate deadlines. The reinvented Deadlines dashboard lets you master every to-do for every job for every staffer.
The upgrade guide includes instructions that explain how to install the new upgrade. The guide provides a quick introduction to the system's most-popular features and how they work. A demo database that works together with the Demo Guide can be downloaded here. A printed Feature Guide is included with each licensed user. X Administation Guide 1. X web server. Tutorial Guide 2. Creative Brief templates are easily customized — create unique templates for a client or customize the brief on a job by job basis.
Estimates Produce professionally-designed estimates in minutes. Since the estimate is created from the job ticket, the tasks and job details are already filled in. All that is left is to enter the estimate amounts. Integrating change orders with the job ticket ensures clients are billed for additional work and approvals are tracked with the job ticket. The Client Project Pipeline gives you a macro view of everything related to your client from job status to billing status.
You'll be able to respond to client questions on the spot and identify challenges before they become problems. Proposals Proposals are mini-estimates that provide a preview of a job for a client. It lets you provide a clear, concise proposal of the work you are offering without opening an actual job ticket. Built-in CRM The built-in client relationship manager tracks everything about sales leads, current clients, and past clients. It's directly integrated with projects and finance, so you can see your client's job, budget, and billing details in one place.
Tablet-optimized Client Project Dashboard. Client Job Requests Simplify the process for new job requests. Client Approvals Clients can see all of their pending approval requests for estimates, timelines, change orders, art, content, and more. Requests can be approved on the spot. Client Production Calendar Clients can see job due dates, job task deadlines, to-do's, and other time-sensitive events on a personalized client production calendar.
New Job Checklist Create a New Job Checklist as soon as you begin each new job so that you can manage all of the little details that come along with new jobs.
Work Orders Work orders are used as internal briefs for the production staff. Production Planner Interactive Timeline Traffic managers can make changes to the timeline simply by clicking on a date for a task and dragging it to the new date.
Updates are immediately visible to everyone working on the task. You can view by day, week, or month, filter by the client or job, and see what's on schedule and what's late. Get a daily, weekly, or monthly picture of your tasks and know when they will be completed. Milestones Milestones are key points in the project work flow and are the basis for the interactive Weekly Traffic Report. Everything you need to stay on top of trafficking is here, from manager and staff assignments to major due dates.
The reports are always timely and accurate and traffic managers no longer need to spend valuable time creating spreadsheets. It replaces any manual print ordering form you may be using now. The vendor bidding process is fully automated with up to 3 vendors bidding per print spec. Once a bid is accepted, a purchase order can be created automatically with a single click. The RFQ process is fully automated. Once a quote is accepted, a purchase order can be created automatically from the specifications.
Asset Manager The Asset Manager helps you organize and track all of the art files, elements, and other digital collateral for a job ticket. The asset manager will also keep track of acquisition, ownership and usage information that other asset management systems don't. This optional information can be used to build a complete accounting of your shop's job digital assets.
Rush Jobs Manager Jobs can be tags with up to 5 different customizable priority levels e. Rush jobs can be moved to the top of the traffic reports to get the attention they need.
You can print daily job status reports, client status reports, weekly traffic reports, and more — anytime, with a moment's notice. Easily accessible in your Creative Dashboard, so all you need to do is add the time you work on a task to your time card. Smart Timer Smart Timer can help you keep track of the time you work on a job. Start and Pause as you work, as often as you need to.
Stop Smart Timer and your time card is automatically updated with the hours worked. Smart Timer makes keeping time almost effortless. Daily Time Card Everyone can track their hours using the built-in time card. It keeps a daily record of the jobs and tasks on which you work.
You can enter billable and unbillable time for any client, including agency time i. Weekly Time Card The weekly time card keeps a weekly record of the jobs and tasks on which you work. Time entries are added throughout the day as you work. Time Sheets A great tool for managers, Time Sheets help you keep detailed, accurate records of how everyone in the shop spends their time, which is vital to staffing, billing, productivity, and profitability.
When your staff forgets to keep time, use the Time Sheet to quickly add batches of time. The Mobile Time Card is optimized for viewing on an iPhone but also works on all smartphones so you can enter time anywhere. No excuses. Winners Do Time Use this fun incentive to track your own time or to get your staff to track theirs. This valuable tool lists all staffers who have submitted less time than the scheduled hours on their calendar during a specified time period, so you can help your team reprioritize, if necessary.
One-Click Time Approvals Instantly approve time cards from staff members. Approving time entries is simple.
It is based on what percentage of their total hours is actually billable time and helps you understand how to best utilize your staff in order to grow your agency. Purchase Orders. Recurring Payables Routine monthly bills, such as rent or insurance, can be scheduled automatically for payment, no re-entry needed.
Invoices are selected by pay date, which is entered in Accounts Payable when invoices are added. Previously-entered job costs paid by credit card are automatically matched up with the monthly statement.
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