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Advertising agencies

A system for an advertising agency that sells advertising space and produces ads. You see the client, contract dates and the margin on each job in one order - from signing to invoice.
  • Order as a contract: client, stage, start and end
  • Cost, sale price, discount and margin per line
  • Design files, materials and equipment availability on the order
  • Invoice by plan or by actuals

Track all company processes

You start the order as a contract and add lines: airtime, screen rental, vehicle wrapping or production. The design department and production work on the same order. You issue invoices by the payment plan or by actuals.
Order as a contract

Order as a contract

For a new order you enter the client, group, name and stage.

  • Contract date, start and end of work
  • Contract number, employee, contact, invoice recipient and operating profit
  • The contract is downloaded and sent to the client for signing
What you sell

What you sell

An order consists of lines, each with a cost, sale price, discount and margin.

  • Airtime by city, frequency, days, price per second and spot length
  • Screen rental by month with equipment quantity and fee split
  • Wrapping by vehicle and rental period
  • Temporary structure with an address, days and daily rate
Plan and actuals

Plan and actuals

You set up a payment plan in percentages or amounts and set a due date.

  • Upcoming invoices in two lists: by plan and by actuals
  • Actuals line with date, service, quantity and price
  • Reminder about an issued invoice
  • Debts in a separate list, so you know whom to remind
Calls and emails

Calls and emails

You log calls and meetings on the order.

  • Call with contact, comment, next call date and person responsible
  • Meeting with employee, date and time
  • Emails archived with the client, order and invoice, so you do not search your mailbox
Design and files

Design and files

The design department sees all orders and, separately, its own.

  • Order with company, contact, name and status
  • Person responsible assigned from a list
  • The client uploads their files, and you send them a layout
  • Correspondence files on the same order
Materials for production

Materials for production

In a production order you see the deadline, status, manager and person responsible.

  • Services and materials on the order
  • Stock balance, reservations, write-offs and suppliers
  • Standard or custom material dimensions
Plans for employees

Plans for employees

You keep an annual, quarterly and monthly plan for each employee.

  • Monthly report with the employee's orders in one view
  • Unassigned clients in a separate list until someone takes them
  • Related companies on the client card
Equipment and calendar

Equipment and calendar

The equipment calendar shows which equipment is booked and when.

  • Sales calendar with each employee's tasks
  • The same deadline for production and the manager, each in their own calendar

How the system benefits your business

Each order line has its own cost and margin. So you see which job pays off, not just the order total.

Order and space

  • Contract

    You prepare the contract with dates in the order and send it for signing right away.

  • Airtime and screens

    You price airtime by the second and screen rental by the month.

  • Wrapping and structures

    Wrapping and a structure are separate lines, each with its own margin.

Design and production

  • Files

    Client files, the layout and correspondence stay with the order.

  • Materials

    You reserve and write off materials for production, so you see the real stock balance.

  • Equipment

    You see in the calendar which equipment is booked, so you do not double-book it.

Plan and invoice

  • Payment plan

    You plan payments in percentages or amounts, so you know when to expect money.

  • Plan and actuals

    You see upcoming invoices by plan and by actuals and send a reminder for a debt.

  • Monthly report

    The report puts an employee's orders next to their monthly plan.

System implementation

Procesas aiškus, paprastas ir greitas.
  1. 1

    System setup

    We set up the system to match your company's workflow and needs.

  2. 2

    Data import

    We securely transfer your existing customers and other data to the new system.

  3. 3

    Staff training

    We train your team to work with the system. Support is free.

  4. 4

    Support and optimization

    We provide support and updates. We help you improve your workflow in the system.

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Yes. The order is the contract, and each line is a separate job. Each line has its own price and margin.

By actuals. For an actuals line you enter the date, service, quantity and price. You see upcoming invoices in two lists: by plan and by actuals.

On the order. Files uploaded by the client and the layout you sent are on the same card.

Through the production order. You reserve the material and write it off to that order. You see the balance in stock.
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