Marketing Agency POS

For marketing, advertising and digital agencies: social media, SEO and ads management retainers, content calendars, reels and influencer campaigns, ad campaign set-ups, branding, websites, photo and video shoots, consulting hours and media bought for the client, with the campaign and account manager on every line, a Jobs board and the Agency dashboard.

Steps

  1. Pick a tab (Monthly retainers, Social media, Paid ads, Branding & design, Website & SEO, Photo & video, Consulting hours, Media & production costs) and tap the service.
  2. Type the client and, where asked, the campaign or project, the account manager and the due, launch or go-live date, then tap Add. For consulting enter the hours as the quantity.
  3. Bill a client "On account" for its retainer, then open "Jobs" to move each job: Brief received, In production, Client review, Delivered (or Cancelled).

Tips

  • Type the ad budget you spend for the client under Media & production costs so it is billed on the same invoice.
  • Watch late campaigns and each account manager's hours on the Agency dashboard.

In the app, press F1 or ? on this screen to open this guide next to your work.

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