Built for real business

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

 

Everything needed to manage a busy team in one place

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.

Powerful dashboards with simple time entry

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!

  • Click and drag time entry directly on your calendar
  • Use the calendar for scheduling as well as time entry
  • Access job briefs and assets
  • Comment and notify team members on tasks directly from the Dashboard

Track jobs

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

  • Time summary overview: quickly see how you are progressing with the job at a glance
  • Manage team members and schedule tasks for completion
  • Run out your Work In Progress in less than 10 seconds
  • Manage tasks and due dates all in one view

Plan for success

Manage and allocate tasks based on due date and by assigned team member. Tasks appear instantly on your users dashboard for quick time entry.

  • Add tasks to your job directly from your estimate
  • Manage dependencies and due dates for tasks
  • Quick view of how your tasks are progressing
  • Build your gantt chart directly within the job

Schedule resources

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.

  • View what resources have scheduled by day, week or month view
  • Drag & drop scheduling of tasks for resources
  • Updates your staff members dashboards live
  • Ability to schedule tasks for multiple resources

Sophisticated estimating

Quickly create detailed estimates for your clients. Multi-option estimating is a breeze in Briefcase!

  • Quickly create estimates for your clients
  • Ability to save estimates as templates for use on other jobs
  • Easy multi-option estimate creation
  • Merge multiple estimates into a proposal for larger jobs

Costs and purchasing

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.

  • Create a quote request or use a template to send to multiple suppliers
  • Manage purchase requests and orders
  • Report on expenditure by supplier and by project

Invoicing & accounting integration

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.

  • Simple invoicing solution - anyone can do it!
  • Ability to invoice across multiple jobs
  • Ability to invoice by percentage on a job
  • Export your invoices to all major accounting systems

Reporting

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.

  • Over 30+ reports with a flexible criteria range
  • Manage staff utilisation and time across staff members and clients
  • Run a job summary to get a summarised job cost report for all jobs
  • We can customise reports around your needs and will develop new reports over time

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

 

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