Briefcase helps agencies and consultancies manage their workflow from initial brief to final invoice.
Briefcase can handle the demands of a real business environment. With countless hours of customer use and product development behind us, Briefcase represents one of the most trusted and powerful job management solutions available on the market today.
We are loving Briefcase, it has made such a positive impact on our business and now with six months of real data making it easier for me to make decisions on where we are making money. I am more than happy to be a reference for any new clients you have coming online. I have told everyone I know about it!
Maria Crews - Nourish Brands
Briefcase brings together the necessary tools to manage a busy team without having to rely on fragmented data from multiple applications. Our software is tailored to meet the needs of specific roles such as; directors, finance managers, account managers, studio managers and designers.
Everything you need for tasks and time entry in one view - Fast access to task and related job information (Including assets and commenting) with click and drag calendar time entry!
Briefcase lets you easily manage any project, regardless of size and scope. Our job view contains quick access to everything you need: Assets, Estimates, Purchases, Time Entries, Tasks, JCRs & Invoicing... and much much more
Manage and allocate tasks based on due date and by assigned team member. Tasks appear instantly on your users dashboard for quick time entry.
Getting reliable time entry is a thing of the past - Instead of scheduling tasks consider it scheduling time... Your resources can shuffle and adjust time directly on their Dashboard.
Quickly create detailed estimates for your clients. Multi-option estimating is a breeze in Briefcase!
Manage and create multiple quote requests for your jobs - you can even send and export purchase orders from Briefcase to your suppliers and major accounting systems.
Quickly and easily create invoices for projects. Briefcase will even tell you what's left to invoice on a job - and you can quickly create invoices manually, or using the information entered on estimates, purchases and time sheets. Now with one click exporting to Xero and Quickbooks.
Run multiple reports which cover all areas within Briefcase - Our reports have been curated by Business Analysts to ensure that they are setup and ready for you to use.
I have used Briefcase over the last 6+ years at two different companies. Briefcase is our main hub for all Jobs. We use it for everything from Estimate to invoice. Briefcase saves us a LOT of time as we are able to accurately estimate time needed for a job.
Pauline Dellit - Yoke Design