If a user is given "no access" to a client, he or she can't see the job's tasks, estimates, costs, or billings. They let certain users see a client's job tasks, while keeping out other users. Clicking on a tab in the window drills down into:Ĭustomizable client/staff access privileges control who can see a client's jobs. The client dashboard is a one-stop-shop for everything you want to know about a client account. The optional client-side web app Projectr offers clients a live view into their open jobs, job status, and more.Propective leads can be added as client accounts and categorized by business potential (e.g., hot, curious, cold call).Interactive alerts & emails can be pre-programmed to notify AEs when a job is opened, an invoice is saved, and when a payment is made.If you bill retainers, you can schedule a year’s worth of retainer billings for each client.Up to 3 sales taxes can be tracked for each client account.Each client can have a custom set of billing rates.If you number jobs by client, their next job number is saved in the client’s Account Info tab.A standard creative team can be assigned to each client, which is copied to every new job.A client account can have many sub-accounts (i.e., divisions), which can roll up together on selected reports.Each client can have multiple billing/shipping address, each with its own preset sales tax.
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