The essential tool for running a creative business
Briefcase is a job management system designed for the creative industry. Developed by creative thinkers, Briefcase is user friendly, easy to navigate and has a simple clean user interface.
Whether you freelance or have your own studio Briefcase helps you manage creative projects from start to finish.
Manage jobs, assign tasks, record times, create estimates, purchases and invoices all in one easy to use package for Mac and PC.
Activity Management
Monitor the status of all current jobs with the daily WIP List
Print WIP lists for individual clients
Define activity stages and assign people with the Job Planner
Get an overview of associated costs for each job in the studio with the Job Summary
Assign tasks to employees with the Tasks List
Check off tasks as they are completed
Add times to tasks to create timesheet entries
Create timesheet entries with easy description and quantity fields
Print timesheet reports by employee or by job
Monitor the total amount of time spent on a job
Rates Matrix that allows you to create rates for different activities you charge clients
Contact Management
Keep an electronic address book of all your contacts including people, companies, clients, suppliers and prospects
Link multiple people contacts with an organisation
Store multiple addresses for an organisation
View a companys location via links to their Google map and website URL
Quickly compose an email to contacts with one click
Assign rate tiers to individual clients such as discount, standard or contract rates
Nominate tax codes that apply to individual clients
Specify unique company job prefixes and set up automatic job numbering for each client
Store signature and photo id for employees
Create login accounts for individual users
Project Management
Store all quotes, purchases, estimates, timesheets and expenses for a job in the one place
Visualise task progress with the Job Progress Bar
Compare estimated to actual amounts invoiced with the Job Progress Bar
Store client briefs
Integrate file references and attachments
Print job labels
Generate email quote requests to suppliers with one click
Store multiple supplier quotes under the same job bag
Create quote requests using the specs table and predefined pull down menus
Turn quote requests into purchase orders with a click
Approve individual items in supplier quotes to include in your purchase order
Quoting, Estimating and Billing
Print estimates with an overall total or group totals into parts
Create estimates with optional totals for your clients to select their preferred choice
Apply mark-ups to supplier costs in your estimates
Approve estimates or parts of estimates that have been signed off by clients
Invoice directly from approved estimates
Insert purchases, expenses and timesheets into invoices with a click
Clone existing estimates to use a base for new estimates that will be similar
Specify individual client payment terms to appear automatically on your estimates
Generate monthly, quarterly and yearly invoice lists
Get a clear picture of your invoice monetary totals including sale, cost and profit margin
Export invoices and expenses data for accounting packages
Make rates correspond with sales/expense codes used in your accounting packages
Connectivity and Security
Easy setup and installation on Mac and PC
Access your data from anywhere (requires network connection)
Schedule back-up of your data
Secure login access
Lock records so they are unmodifiable to other users
Restrict access to certain parts of the software by assigning users and privileges
Support
Complimentary technical email support with response in 24 hours
Additional premium support available through the Remote Support Package
On-site training and installation available
Online video tutorials and FAQs
45 page user guide
In a Nutshell
Multi Platform Mac and PC friendly
Attractive and easy to navigate interface
Lifetime license to the software
Single user or multiple user versions available
Optional extras including remote support, training and installation, and customised report creation
Find information quickly
Save reports as PDF
Export data to multiple file formats including Excel