Clients
Everything starts with clients. Or, to put it more accurately, nothing
can happen without them. That's why client management is the foundation
of My Clients & Profits! X.
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Contacts
It's all about people, so My Clients & Profits! X makes it easy to track each
client's decision makes, influencers, busy-bodies, and those who
take up space in meetings. |
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Proposals
These mini-estimates provide a quick-and-dirty
preview of a potential job for your client. They let you make a
clear, written pitch for the work in only minutes. |
Job
Tickets Sure, clients are important.
But jobs are the real foundation of My Clients & Profits! X. That's because
without jobs, you've got nothing to do. The e-tastic job ticket
tracks nearly everything you do, from estimates to billing -- and
$$$.
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Creative
Briefs The creative brief explains your
creative process to the client. It's used to put into writing your
creative, production, and strategic goals for the work -- and to
prevent problems caused by miscommunication later. |
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Estimates
You can produce a printed estimate of a job’s costs every
time in just minutes. So you'll have no more excuses for not estimating
every job every time. (That is, unless you like surprising clients
at billing time.) |
Job
Schedules The ability to coordinate hundreds of
jobs and tasks used to be a feat of super-human mental strength.
But not any more. That's because My Clients & Profits! X remembers all of your
start dates and due dates so you don't have to.
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Traffic
Need to know what's going on? With My Clients & Profits! X, it's in there.
Need a Daily Job Status report? It's there. How about weekly traffic
report? It's there, too. Anytime, anywhere, and painfully up to
date. Now you'll never miss a deadline unless you really want to.
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Time
Cards Everybody l-o-v-e-s time cards, right? Of
course they don't! But if can't bill your time, you don't get paid.
That's why My Clients & Profits! X's web-based time card make tracking hours
fast and (comparatively) painless. Your billable hours go where
they're supposed to -- and never go unbilled. |
Job
Costs Everything you buy from vendors and suppliers
is tracked by My Clients & Profits! X with jobs and tasks. That's why you can
see what you spent -- including your markups -- on a job in seconds.
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Expense
Reports Adding expenses reports is almost as fun
as doing a time card. But unless you bill the client for your expenses,
you're eating them. Using My Clients & Profits! X to track expenses guarantees
they'll be billed -- every time. |
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Billing
Hot Sheets You'll never skip a billing with My Clients & Profits! X's billing hot sheet. With just a few clicks you see every job
that needs to be billed -- one click then creates detailed client
invoices instantly. |
Invoices
My Clients & Profits! X prints professionally-designed client invoices that
summarize each job's hours, job costs, out-of-pocket expenses. Invoices
can be simple or detailed, depending on your client's needs. You
can even print "aging" reports that keep you on top of
your deadbeat clients.
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Snapshot
Reports Everything you'd ever want to know about
your jobs, costs, and billings are a few clicks away. These reports
are updated in real-time, so you'll always know how productive and
profitabile (or not) you really are. |
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Users
Everyone you work with can access (with the appropriate privileges,
that is) clients, jobs, traffic, time cards, expense reports, etc.
anywhere there's an internet connection. New users can be added
in minutes. |
