Features
SecurityA great deal of time has been invested in AdAgentPlus to make it secure. You can limit each user by module and privilege. You can set certain users to access AP, but not access AR. You can give your account executives access to jobs and invoices, but prevent them from accessing the GL. You can allow a new employee to add new clients, but not delete them. Also you can prevent users from exporting important information from AdAgentPlus. With user privileges you can allow access to data to the right people and limit access to others.
The log module can track access date and time by ever user to each module.
Ease of use
We design our systems to be as ease to use as posible. This includes creating a user interface that is very user friendly. Most computer users should feel right at home. This helps lower training costs and expenses for your company.
Job Tickets - The Information Hub
Job Ticket brings all the data into an easy to understand powerhouse of information
All the time, payables (POs), and expenses flow to the job. Easily bill unbilled tasks with the click of a button.
In Jobs the first thing you do is add items to the Estimate.
Create detailed estimates and set markup by client or task and add Contingency or Deposits.
Every estimate allows for unlimited disclaimers and logo address combinations.
Create three column estimates for print job comparison.
Email estimates right from AdAgentPlus.
Keep track of changes to jobs using Change Orders.
Add a Creative Brief for each job.
Schedule
Schedule task due and start dates
Assign staff to a scheduled task
Print Job Schedule
Auto Calculates start date based on business days
Specs
15 Jobs Specifications
Client PO flows to invoices
Traffic - Track those important deadlines
As you get into high gear, you need to know when those important milestones for the job happen. Track 14 deadlines per job. Print a traffic report for your regular traffic meeting.
Financial Highlight
Helps you stay on track and maximize profit
Print Financial Highlight for job
Print Financial Highlight Report
Sort by AE calculates percent of profit by AE
Actual Progress
Shows actual costs for job
Print Actual Progress Report
Scheduled Tasks
Staff can easily search scheduled tasks by Client, Job or Staff Assigned to Task
Traffic Management
Track 14 deadlines per job
Track multiple job types and status
Print Three Types of Traffic Reports
Track Pending or In-progress Jobs
Time
Track staff work done on jobs
Print Time Cards
Print Time Card Reports
Integrated for easy billing of clients
Time Sheet billing rates by Job Estimate, Task or Staff
Print Time Sheets
Time Sheet List View
Option to Limit Time Sheet to User Only
Print Time Sheet with and without Costs
Expenses - All the others
Track expenses related to jobs
Integrated for easy billing of clients
Print Expense Reports
Purchase Orders
Includes 6 PO specifications
Print Purchase Orders
Print PO Reports
Includes a custom field
Select from multiple disclaimers and addresses
Admin Setup
Edit Numbers : PO, PO Items and Accounting Numbers
Unlimited address and logo combinations
Unlimited disclaimer and notices
Unlimited job types
Unlimited tasks
Unlimited sales tax codes
Canadian Sales Tax Supported
Unlimited job status
Modify form titles
Modify form column names
Easy to edit preferences
Reset, Backup and Upgrade with the click of a button
Editable AE Title
Many preferences you can customize