How it works for Production

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In the production department you have plenty on your plate: getting bids for a new POP display, sending out POs for a brochure job, juggling multiple estimates for a packaging project. The only thing you don't have is enough time. That's where Workamajig can help. From accelerating the bid process to automatically converting estimates into POs, Workamajig simplifies and streamlines all of your daily functions. You'll save a whole lot of time – as well as a bit of your sanity.

Production Features

Accelerates Bid ProcessClick to Play
Converts Estimates to POs
Routes Estimates
Creates Schedules

Tracks Emails

Did a printer email you the correct specs? Because Workamajig keeps emails in a project diary, you can easily look up past emails and quickly find the answer.

Stores Print Specs

Simplifies Estimating

Whatever you're estimating – letterhead, POP, collateral – Workamajig makes the process quick and easy. Simply follow Workamajig's templates to create accurate and beautiful client-ready estimates.

Sends Status Alerts

If any stage of a budget is about to be exceeded, Workamajig sends out an automatic email alert to notify the entire team.

Creates Vendor Database

Converts Project Requests to Estimate Requests

When a project request comes in from Client Service, you can convert it to an estimate request with a simple click of a button. If anyone reviews or edits the request, an email will instantly be sent out to team members with an updated, commented or approved request.

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Key Features

General

  • Web-based system
  • Smartphone and tablet access
  • Mac and PC Compatible
  • Global search

CRM

  • Imports all contacts
  • Integrates contacts with Outlook/OSX
  • Synchronizes calendars
  • User-friendly searching
  • One integrated contact screen
  • Supports Win Without Pitching
  • Opportunity forecasting widgets/reports

Scheduling

  • Creates schedules with unlimited tasks
  • Gantt Chart and calendar views of schedules
  • Tasks integrated into timesheets
  • Shows resource availability
  • Sends alerts if individuals/groups overloaded
  • Creates schedules entering just one date

Collaboration

  • Allows project file sharing
  • Routes files to client for approval
  • Tracks emails on every project
  • Stores forms for every project

Job Costing

  • Project and campaign estimating
  • Sends quote requests to vendors
  • Bids go directly into system
  • Automatically converts estimates to POs
  • Supports unlimited estimate formats
  • Routes estimates directly to client
  • Real-time budget status views
  • Budget alerts and notifications

Accounts Payable

  • Reconciles vendor invoices
  • Reconciles invoices against media orders
  • Filters invoices to pay after billing client
  • Reconciles freelance invoices against timesheets

Accounts Receivable

  • Invoices generated with rates and markups
  • Invoices generated based on retainer agreements
  • Invoices generated based on dates/milestones
  • Invoices generated based on media orders
  • Reconciled invoices create charges/credits
  • AR Aging reports can be run by account person
  • Supports unlimited invoice formats