Specifications
Job Manager 4.5
Job Estimating
- Automatic estimate/quote numbering support
- Build estimated items that can be copied directly to the quote for the customer
- Attach pre-priced estimate items as predefined or custom ordered items
- Assign customer pricing structures on estimate-by-estimate basis
- Convert estimates to live jobs upon customer approval
- Report on estimated versus actual job activity and cost analysis
Job Entry and Management
- Automatic job numbering support
- Job assignment to designated sales reps and customer service reps
- Hot link navigation support jumps to job-related reports and viewers
- Due date and due time support
- Assign jobs to automatic workflows, custom workflow templates, or no workflows
- Attach pre-priced job items as predefined or custom ordered items
- View tax breakdowns for attached ordered items
- Assign customer pricing structures on a job-by-job basis
Job Recording
- Record employee time and material usage for each job
- Record outside purchases and services for each job
- Support for billable, non-billable, house error, and customer alteration job charge billing codes
- Job costs automatically calculated based on time and materials recorded by the employee
- Filtered task/material selection based on active department/cost center
- Automatic entry of employee name, department, and cost center based on user login
- Support for recording multiple job charges simultaneously
- Restore features allow for time recording even while application is not running
Job Tracking and Reporting
- Track detailed work activity based on jobs, employees, tasks, departments, cost centers, and date ranges
- Summarize reports to group by employee, dates, tasks, cost centers, and job numbers
- User defined workflow templates for job and cost center scheduling
- Automatically migrate jobs along workflows based on job activity
- Entry/departure dates and times for each cost center recorded for jobs
- Productivity and efficiency analysis reporting
- Custom reports generator
- Export report data to text files
Job Costing and Billing
- Automatically calculates job costs based on employee time and material usage
- Support for Ordered Items and Production Charges billing options
- Automatic invoice numbering support
- Export invoice information for use in third-party accounting systems
- Partial billing support
Accounting Integration
- Integration of customer and invoice information
- Export of all customers/invoices, only those changed since last export, or only those created since last export
- Income, taxes, and receivables account code type support
- Built-in integration for QuickBooks Pro, MYOB, and Peachtree
- Distribution of invoice totals by item code, department, and general distribution
- Plug-in architecture for additional accounting integration expansion
Collaboration
- Support for Instantaneous Global Updates eliminates re-querying the database for current information
- Import existing customer lists
- Export of data to text files, with various formatting options
Searching
- Create simple or complex searches based on standard and user-defined database fields
- Search for Jobs, Estimates, and Customers by system fields, user-defined fields, keywords, and references to other forms
- Saved searches supported for local users or for system wide distribution
- Seamless Integration with Application Suite
- Comprehensive integration with entire suite of MetaCommunications applications:
- Virtual Ticket 7.5
- Digital Storage Manager 2.5
- Approval Manager 1.5
- Integration supported at any time
Additional Integration and Automation
- Microsoft SQL Server Reporting Services
- Microsoft Office
- Microsoft Active Server Pages
- QuickBooks Pro
- MYOB
- Peachtree
Security
- Users and groups support
- Granular data security: view, add, update and delete privileges supported
- Form security: view privileges supported
Web Client Access
- Access to Job Manager is provided via the following standard web browsers:
- Microsoft Internet Explorer 6
- Mozilla Firefox 1.5+
- Apple Safari 1.3+
On-Demand Desktop Client Access
- On-demand access to the Windows and Mac OS X desktop clients required to access specific features is provided via embedded hyperlinks in the web client.
Virtual Ticket 7.5
Production Platform
- Unlimited user-definable job tickets, forms, buttons, and fields
- Built-in MetaScript editor and interpreter
- Comprehensive AppleScript support
- Customizable pop-ups, radio buttons, check boxes, and memos (32K text)
- Database-driven dynamic pop-ups
- Default value and required field support
- Automatic numbering support
- Document audit histories provide record of changes, additions, and deletions
- Drill-down supported
- Import/export of form, database structure, and script libraries
Document File Management
- Drag-and-drop folder/file support for the Finder and other third-party applications
- File/folder usage tracked to show which jobs and customers are using which files
- Comprehensive support for folder and file system hierarchies
- Files stored as proxies containing file metadata and path information
- Folder drops supported, including nested folder support
- Move, copy, and open operations supported
- Folder synchronization supported
- Folder and file update supported
- Referential file and folder support for association with job tickets and customers
- Unlimited searchable fields
- Unlimited keywords
- Automatically update file path location for quick and easy access to moved files
- Simple retrieval of files/folders from off-line or near-line storage
Digital Asset Management
- Custom catalogs of files
- Relational file references
- See Document File Management above
MetaConsole
- Centralized web-based system monitoring
- Microsoft SQL Server job monitoring and maintenance
- Plug-in architecture for integration with third-party databases
Productivity Plug-ins
- Plug-ins extend robust Virtual Ticket/Digital Storage Manager functionality to:
- QuarkXPress
- Adobe InDesign
- Adobe Illustrator
- Mac OS X Finder
Searching
- Create simple or complex searches based on standard and user-defined database fields
- Search for files/folders by system fields, user-defined fields, keywords, and references to other forms - including job tickets and customers
- Search for files by text content
- Saved searches supported for local users or for system wide distribution
- Search dialog support for design, normal, and run-time modes
Collaboration
- Notifications supported for manual or automatic user-defined events
- Support for user-defined event triggers
- Acknowledge and forward notifications
- Drill-down support for notifications
File Format Support
- Basic metadata capture for all file types
- Most common graphical file formats supported
- Captures detailed metadata and text content for:
- PDF
- Microsoft Office (Word, Excel, PowerPoint)
- Adobe Illustrator and InDesign
- QuarkXPress
- Captures full sized page previews for:
- PowerPoint
- Adobe Illustrator and InDesign
- QuarkXPress
- Captures XMP metadata
- User-defined file formats supported
- Conditional filters for filtering files or folders based on user-defined criteria
- File format parameters for generating thumbnails and extended previews
Seamless Integration with Application Suite
- Comprehensive integration with entire suite of MetaCommunications applications:
- Job Manager 4.5
- Digital Storage Manager 2.5
- Approval Manager 1.5
- Integration supported at any time
Security
- Users and groups supported
- Granular data security: view, add, update, and delete privileges supported
- Form security: view privileges supported
Approval Manager 1.5
Planning and Scheduling
- Support for stage plans and digital proof rounds
- Proof planning and templating
- Proof, stage, and round scheduling
Workflow
- Linear, parallel and cyclic workflow support
- Event-driven email notifications and reminders
- File comments, round comments, and annotations stored in database
- Visual queues for status, schedule prediction, and management
- User groups/teams supported for internal and external users
Interface
- Web browser based interface
- Dashboard view based on manager, production, and reviewer roles
Dashboard Worklists
- Efficient dashboard worklists provide for easy prioritization and access to approval processes for:
- Managers
- Producers
- Reviewers
Workflows
- Workflows assigned to approval processes contain:
- Files for review
- Stages in the workflow
- Users assigned to stages
- Due dates assigned to stages
- Version and round information for cyclical workflows
Workflow Templates
- Support for user and administrator defined workflow templates to provide quick and efficient creation of new Approval Processes
- Workflow templates can be saved complete with your choice of stage information, due date information, and user assignment
Shared Comments and Statuses
- Comments made by managers, reviewers, and producers are shared amongst all approval process stakeholders
- Approval statuses assigned by participants are available to all active participants
- Files uploaded as a comment are available to all active participants
Searching
- Create simple or complex searches based on both standard and user-defined database fields
- Search by system fields, keywords, and references to other forms - including job tickets and customers
- Saved searches supported for local users or system wide distribution
- Search dialog support for design, normal, and run-time modes
Proofer Integration
- Seamless integration for standard third-party proofing applications:
- Kodak RealTimeProof Partner
- Adobe Acrobat Standard and Professional
- Adobe Acrobat Reader
- Microsoft Word
- Support for any other native proofing application
Email Notifications
- Notifications sent to user email addresses based on account creation, approval process assignment, due dates, active rounds, and more.
Collaborative User Access
- Limited secure access to Approval Manager
- Collaborative accounts can auto-expire based on date, active proofs, and other criteria
- Collaborative users log in via portal branded with your company's corporate identity
Seamless Integration with Application Suite
- Approval Manager is designed to seamlessly integrate with the entire suite of MetaCommunications applications:
- Virtual Ticket 7.5
- Job Manager 4.5
- Digital Storage Manager 2.5
- Integration supported at any time
Security
- Users and groups support
- Granular data security: view, add, update and delete privileges supported
- Collaborative user accounts
Web Client Access
- Access to Approval Manager is provided via the following standard web browsers:
- Microsoft Internet Explorer 6+
- Mozilla Firefox 1.5+
- Apple Safari 1.3+
Digital Storage Manager 2.5
Document File Management
- Drag-and-drop folder/file support for the Mac OS X Finder and other third-party applications
- File/folder usage tracked, showing which jobs and customers are using which files
- Comprehensive support for folders and file system hierarchies
- Files stored as proxies containing file metadata and path information
- Folder drops supported, including nested folder support
- Move, copy, and open operations supported
- Folder synchronization supported
- Folder and file update supported
- Referential file and folder support for association with job tickets and customers
- Unlimited searchable fields
- Unlimited keywords
- Automated moving of files/folders to off-line or near-line storage
- Visual indication of archive status
- Automatically update file path location for quick and easy retrieval
- Simple retrieval of files/folders from off-line or near-line storage
InterSync Indexing Service
- Indexes Mac OS X, Windows, and other AFP/SMB file servers
- Real-time (Windows) or scheduled indexing
- Metadata automatically extracted from files and folder, including:
- Information encoded in file and folder names
- Automatic text capture
- Automatic thumbnailing
- Automatic preview generation
- XMP Metadata
Archive and Retrieval Workflow
- Date based archiving
- Business rule based archiving
- Archiving queue
- Retrieval request workflow for offline files
- Retrieval request queue
- Notifications for pending and fulfilled retrieval requests
Online Archiving
- Online archive cache support
- Simultaneous archive/backup media
- Transparent file location switching
Plug-in Archiving Architecture
- Out-of-the-box support for the following 3rd party backup solutions:
- Rimage
- EMC Dantz Retrospect
- CA BrightStor ARCserve
- Roxio Toast
- Native Max OS X CD/DVD Authoring
- Others
File Format Support
- Basic metadata capture for all file types
- Most common graphical file formats supported
- Captures detailed metadata and text content for:
- PDF
- Microsoft Office (Word, Excel, PowerPoint)
- Adobe Illustrator and InDesign
- QuarkXPress
- Captures full sized page previews for:
- PowerPoint
- Adobe Illustrator and InDesign
- QuarkXPress
- Captures XMP metadata
- User-defined file formats supported
- Conditional filters for filtering files or folders based on user-defined criteria
- File format parameters for generating thumbnails and extended previews
Searching
- Create simple or complex searches based on user-defined database fields
- Search for files/folders by system fields, user-defined fields, keywords, and references to other forms - including job tickets and customers
- Search for files by text content
- Saved searches supported for local users or for system wide distribution
- Search dialog support for design, normal, and run-time modes
Collaboration
- Notifications supported for manual or automatic user-defined events
- Support for user-defined event triggers
- Acknowledge and forward notifications
- Drill-down support for notifications
Customizable Data Storage and Presentation
- Unlimited user-definable tickets, forms, buttons, and fields
- Built-in MetaScript editor and interpreter
- Comprehensive AppleScript support
- Customizable pop-ups, radio buttons, check boxes, and memos (32K text)
- Database-driven dynamic pop-ups
- Default value and required field support
- Automatic numbering support
- Document histories provide record of changes, additions, and deletions
- Drill-down supported
- Import/export of form, database structure, and script libraries
Productivity Plug-ins
- Plug-ins extend robust Virtual Ticket/Digital Storage Manager functionality to:
- QuarkXPress
- Adobe InDesign
- Adobe Illustrator
- Mac OS X Finder
MetaConsole
- Centralized web-based system monitoring
- InterSync file processing monitor and controls
- Microsoft SQL Server job monitoring and maintenance
- Plug-in architecture for integration with third-party databases
- Association and Classification rules setup
Image Portal Web Server
- Optional web server component provides web access to:
- Full size previews
- Thumbnail previews
- Extracted text
- Document deconstruction data
- Secure file search functionality
- Self serve or request-mediated file download
Seamless Integration with Application Suite
- Digital Storage Manager is designed to seamlessly integrate with the entire suite of MetaCommunications applications:
- Virtual Ticket 7.5
- Job Manager 4.5
- Approval Manager 1.5
- Integration supported at any time
Security
- Users and groups supported
- Granular data security: view, add, update, and delete privileges supported
- Form security: view privileges supported
