Jobs

Highlights of the Job, Order by date and Blocks of information

How to add time or internal charges to job.

Let's review "Dupe" Job, Close Open Jobs, File Closed Jobs & Batch change an AE or PD on multiple jobs

How to approve charges.

How to set up billing, draft invoices, post invoices, share them with your clients and approve invoices.

Different Job Charges and what do they mean.

This page talks about different form of communications on a job, like blogs, custom forms, job notes etc.

Job communication set up with custom forms and creative briefs

Upload, review & delete digital assets. Digital Asset Manager

eBiling will automate and speed up your billing and involves both the Accounting and the Project Teams.

How to develop a formal estimate.

Job Financials

Learn how to easily add new jobs, and search for existing jobs, within your e-silentpartner database.

Job communication overview

Learn how to perform job-related financial functions on one, or across many, jobs in your database.

Lets at internal job charges. How to enter and find Internal charges.

Let's look at printing and adjusting client invoices. Different Parameters of an invoice and pro-rate a invoice. Projected Revenue.

Enter/Add, Delete and Find Time Charges

Lets dive into jobs entry window and various options and how to use those.

Pull a variety of valuable resources and financial reports from the Jobs sections.

Let's see how you can readily assess where you stand financially - right now while the Job is in process.

Let's understand Estimates, Team, Plan, Communications, Digital Assets, Activity & Financials in the Jobs window

Learn how to search for Jobs and various filters you can use to do so.

How to set up templates, traffic plan, creating estimates, teams, campaigns, products, team members, team roles & traffic steps