# Agency Management: Jestor template

Canonical URL: https://jestor.com/templates/agency-management/
Portuguese URL: https://jestor.com/pt/templates/agency-management/
Markdown URL: https://jestor.com/ai-search/templates-agency-management.md

## English Summary

An operations app for creative and marketing agencies that runs clients, jobs, deliverables and billing in one place. Briefs, estimates, client review rounds, timesheets, capacity planning and invoices keep every job on schedule, on budget and profitable.

## Portuguese Summary

Template em inglês da Jestor. An operations app for creative and marketing agencies that runs clients, jobs, deliverables and billing in one place. Briefs, estimates, client review rounds, timesheets, capacity planning and invoices keep every job on schedule, on budget and profitable.

## Detailed Facts (English)

Structure: Dashboard, Clients, Jobs, Deliverables, Calendar, Capacity, Timesheets, Retainers, Estimates, Invoices, Reports, Settings. Tables: Staff, Clients, Contacts, Retainers, Jobs, Briefs, Estimates, Estimate lines, Deliverables, Review rounds, Feedback comments, Tasks, Time entries, Leave, Invoices, Invoice lines, Payments, Job expenses, Content posts, Preferences, Activity log.

How it works: Add clients, contacts and any retainers with their monthly hours. Open a job, write the brief and build the estimate with its lines. Plan the work in capacity and the calendar, and create the deliverables. Move deliverables across the board and send them to the client for review rounds. Log hours in timesheets and expenses on the job. Invoice the job, send the PDF and record the payment. Use the dashboard and reports to check margin, utilization and scope.

Details: Works on desktop and mobile and follows the Jestor dark mode. Clients, job types, deliverable statuses, staff and leave can be changed without code, and you can add fields, tables and automations to fit your agency.

## Detailed Facts (Portuguese)

Template em inglês da Jestor: Agency Management. Clients, jobs, deliverables, review rounds, timesheets and invoices for agencies. Estrutura: Dashboard, Clients, Jobs, Deliverables, Calendar, Capacity, Timesheets, Retainers, Estimates, Invoices, Reports, Settings. Tabelas: Staff, Clients, Contacts, Retainers, Jobs, Briefs, Estimates, Estimate lines, Deliverables, Review rounds, Feedback comments, Tasks, Time entries, Leave, Invoices, Invoice lines, Payments, Job expenses, Content posts, Preferences, Activity log.

## Best Search Topics

- agency management
- Agency Management
- operations
- marketing

## When To Use This Page

Use this page when researching Jestor in relation to agency management, Agency Management, operations, marketing.