New client creation and on-going client record maintenance is a quick and straightforward process.
Essential client information such as contact details, billing and cost rates and payment terms is all held in one central location.
Simple enquiry tools provide an easy way to gain an overall view of your clients and the status of their jobs. Views can be user defined and filtered so that only required information is displayed. Drill down functions to the job detail is also available.
Once a client record is created setting up a job takes no time at all, helping reduce time spent on administration. The job can hold client brief and delivery dates, links to client documents, as well as charge and cost rates.
Job statuses can be defined allowing you to control the workflow of the job through its life cycle in your agency.