About Mary
Mary Peczeli joined Clients & Profits Worldwide in 1996 and is now Vice President
of Sales. She is C&P's media expert and was an integral part
of R&D
for the media planning, buying, and billing system in Clients & Profits.
Mary is active in the San Diego Ad Club and
the outreach coordinator for the company's 20+ community, industry, and arts
sponsorships.
Feature Comparison
102
reasons to use
Clients & Profits
#90: "We use Clients & Profits to track costs and compare them to budgets. We now have a good idea where we are in terms of percentage of completion. It has been pretty foolproof in that regards."
-- S.P., San Francisco, CA
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Try
it, love it
The best
way to
evaluate
Clients
& Profits
X is to
try it
side-by-side
with your
current
system.
Here's
how: Download
the actual
Clients
& Profits
X software
and run
it for
60 days
for free. There's
no obligation,
no salesman
will call,
and you'll
get unlimited
toll-free
support. There's
virturally
no limits
to what
you can
do: add
jobs, print
estimates,
schedule
tasks,
track time
and job
costs,
then bill
clients.
It's the
best way
to prove
to yourself
that Clients
& Profits
X is the
best solution
for managing
your shop.
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Our online
tutorials are designed to introduce new users to Clients & Profits
X. They use animation to walk you step-by-step through the basic
functions of Clients & Profits X: opening a new job, estimating,
scheduling, entering time, tracking job costs, and billing a client. |
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TAKE A NARRATED GUIDED TOUR OF CLIENTS & PROFITS IN THIS
20-MINUTE VIDEO Clients & Profits expert Mary
Peczeli walk users through
the basic features and
functions of Clients & Profits
X. Highlights:
 Getting
Started (00:00
- 00:40)
How to start Clients
& Profits X / Introducing
yourself / Passwords
and user access privilegess
Getting
Around (00:40-06:30)
A quick tour
of the famous
Clients & Profits user
interface / What
makes Clients & Profits
easy to use / An
integrated system,
no modules / Doing
everything from menus
The
Job Ticket (06:30-08:35)
Job tickets are the center
of the Clients & Profits
universe / Virtual job
jackets / How to open
new jobs / Using lookup
lists to work faster
/ Save time by cloning
jobs
Estimating (08:35-09:30)
How to budget job tasks
/ planning for estimates
/ estimating hours /
the different estimate styles
explained / printing
revisions and getting
client approvals
Production
+ Traffic (09:30-13:35)
Overview of the Job Ticket / using Change Orders andf Creative Briefs / creating Work Orders / using the Asset Manager / adding Job Diary entries / Job Approvals / creating a Job Schedule / exploring Job Traffic details and the Job Timeline
It's
Your Clients & Profits (13:35-15:00)
The "My" menu of Clients & Profits / using your Weekly Task Planner / entering time using your Daily Time Card / submitting Expense Reports / exploring your Information Center and the Creative Dashboard
Tracking
Costs (15:00-15:45)
Expense Reports allow users to record any costs that need to be billed to the client, and to the job / an overview of Internal Charges
Getting Paid (15:45-17:25)
How client billing works / pre-billing a job directly from the estimate / grouping multiple jobs on one invoice / auto-billing jobs / posting and un-posting A/R invoices in C&P / a brief look at the Collection Manager
Making Sense
of Things (17:25-19:37)
A quick look at the General Ledger / printing the Daily Job Status Report, the Weekly
Traffic Report, and Work To Do Report.
Celebrating 20 years of
software for the business of being creative®
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There's
more to a successful shop than great creative
That's why you need Clients & Profits. If you're new to Clients & Profits,
check out our mini brochure (12mb
PDF) It describes our full line of software for the business of being creative®.
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Here's
what real people
say
about
Clients & Profits
Case studies tell real stories
about how actual shops put Clients & Profits
to work. Here's one example: "It's such a relief
to finally obtain information that I can depend on
with Clients & Profits instead of piecing it
together from time cards, receipts, and invoices."
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It's MacWorld Expo 2007's
only ad agency management system Clients & Profits
X 10.1 was publicly announced at January's Macworld Expo in
San Francisco - the only agency manager at the show. We were
featured in Apple's Developer Showcase, which highlights innovative
application for Mac OS X. Thanks, Apple!
The Buyer's Guide micro-site
has suggestions for hardware configurations and tips for maximizing
your system's performance.
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