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 page. These production
pages 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 orders, and unbilled tasks.
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 database, you'll
instantly see anyone's changes as they are made
-- so you'll always work (and make decisions) from
accurate data.
Unlike the full-featured Clients & Profits Classic software, ASAP does not allow for the cloning of jobs, estimates, or proposals. In addition, you may only add up to 999 jobs in Clients & Profits ASAP. Once you've reached this limit, no more jobs can be added to your database. To handle higher volumes, we recommend that up upgrade to Clients & Profits Classic.
To add a new job ticket
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 time
can't be tracked without a job number. Click
here for step-by-step instructions.
Editing and deleting job tickets
Almost everything about a job ticket can be edited
as needed. Changes can be made to jobs at any point
during its lifetime, as needed. The changes you
make to jobs take affect when they are saved; so
anyone who prints a job report will see your changes
immediately. Click
here for step-by-step instructions.
To add tasks to a job
The Add jobs tasks page allows you to add tasks
to a new job ticket once it's been saved. Like
job tickets, changes can be made to job tasks at
any point during the job's life -- including after
the job is closed. The changes you make to job
tasks take affect when they are saved. Click
here for step-by-step instructions.
To remove a job task
A job task can be deleted before any costs, time,
or billings have been added to it. Once a job task
has activity, it can't be deleted. Like jobs, this
feature prevents billable tasks from being deleted
and, therefore, not billed. Once a job task is
deleted, it is gone forever. The same task can
be added back to the job later if needed.
1 From the Job Ticket page, click
once on a task to select it.
2 Click on the remove
tasks button.
To edit a job's creative brief
The creative brief explains to the client the
agency's creative process for a particular job.
The creative brief is a worksheet that creatives
and account service can use to define the job's
creative, production, and strategic goals. Click
here for step-by-step instructions.
To edit a job's estimate
Estimates are not "created" separately
from the job ticket. Instead, estimates are an
integral part of the job and its tasks. Estimates
are based on the tasks you've added to a job; in
fact, tasks are the basis of the estimate. So the
details you enter for a task -- the task name,
group, sort -- is what the client sees on the printed
estimate. Click here for step-by-step instructions.
To see a job's change orders
Change orders document changes made to a job's
estimate after it has been authorized. They prevent
potentially costly misunderstandings between the
agency and the client when a job has gone over
budget. Click here for step-by-step instructions.
To schedule a job
The ability to coordinate hundreds of jobs, tasks,
and resources through a common job schedule is
one of Clients & Profits ASAP's greatest strengths.
The Job Schedule page shows what tasks need to
be complete, when and by whom, in order to get
the job done. A job's schedule helps make your
shop more productive. Click
here for step-by-step instructions.
To update a job's traffic information
The Job Traffic window is a snapshot of a job's
progress, highlighting the major turning points
(milestones), task progress, priority, and status
of the job ticket. Everything you need to keep
track of a job's progress is in the Job Traffic
window, from managerial and staff assignments,
major due dates, and status. Click
here for step-by-step
instructions.
To print job reports
Job reports can be printed for all jobs or jobs
for just one client, project, or AE/Team. The lists
can also be printed for a range of status codes
and dates. You can easily see all the jobs currently
in-progress, or all the jobs opened for a specific
client this year. Click
here for step-by-step instructions.
Work in progress debits and credits
This is an important distinction, since it differs
from other accounting systems. Clients & Profits
ASAP provides the flexibility to bill anything from
a job, whether costs exist or not. A job can be
billed for as little or as much as you can get,
even if it has no costs.
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