Briefcase

Briefcase is a job management solution designed to assist agencies and consultancies in streamlining their workflow from initial brief to final invoice. According to the vendor, this software caters to businesses of all sizes, providing a range of features to meet the needs of agencies, consultancies, creative studios, marketing teams, and design firms. With its wide range of functionalities, Briefcase aims to support efficient project management.

Key Features

Powerful dashboards with simple time entry: According to the vendor, Briefcase offers a centralized dashboard that brings together essential tools for managing a busy team. Users can quickly access task and job information, including assets and commenting. The software allows for click and drag calendar time entry, simplifying job tracking and providing a time summary overview.

Manage tasks and due dates all in one view: The vendor states that users can add tasks directly from the estimate and manage dependencies and due dates. The software provides a quick view of task progress and allows users to build a Gantt chart within the job, facilitating efficient task management.

Sophisticated quoting: According to the vendor, Briefcase enables the creation of detailed estimates for clients. Users can save estimates as templates for future use and easily create multi-option estimates. The software also offers the option to merge multiple estimates into a proposal for larger jobs, streamlining the quoting process.

Costs and purchasing: Briefcase allows users to manage and create multiple quote requests for jobs, ensuring accurate cost management. According to the vendor, the software provides the ability to send and export purchase orders to suppliers and major accounting systems, facilitating seamless purchasing and expenditure tracking by supplier and project.

Invoicing & accounting integration: The vendor claims that Briefcase simplifies the creation of invoices for projects. Users can track what is left to invoice on a job, allowing for efficient financial management. The software allows for manual invoice creation or the use of information from estimates, purchases, and time sheets. Additionally, Briefcase offers one-click exporting to major accounting systems like Xero and Quickbooks.

Reporting: According to the vendor, Briefcase offers over 30+ reports with flexible criteria. Users can manage staff utilization and time across staff members and clients, optimizing resource allocation. The software also provides a job summary report for all jobs, delivering a summarized job cost report. The vendor claims that reports can be customized to meet specific needs.