Question 1

What is Mediawork?

Accepted Answer

Mediawork is Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) platform designed for vendors working in the creative industries.

Everything is linked in Mediawork; from Accounts, Contacts, Opportunities, Deals, Quotes through to Project Schedules, Cost Tracking and Invoicing.

All information is transferred precisely from stage-to-stage ensuring data exchange is accurate, giving time back to you and your team which is better spent on the important tasks and keeping your customers happy.

Question 2

How is Mediawork for the creative industries?

Accepted Answer

We wanted to design a platform that is more relevant to specific workflows in this space rather than creating a generic, off-the-shelf system that is too over-complicated. If you work in film, television, advertising or gaming - this is the platform for you and your teams.

Question 3

Can I try Mediawork before buying a subscription?

Accepted Answer

Yes. We have a free Starter package and free trials on each of our subscription tiers.

Question 4

I have multiple offices or facilities. Can I manage these in one place?

Accepted Answer

Yes. Mediawork allows multi-facility and multi-company management. Simply create your Company profile and add as many associated facilities or companies as you wish.

Question 5

What are 'Services' in my company profile?

Accepted Answer

Via the Company profile (drop-down menu in top left), you have two levels of services.
 • Company services: Select the services your company supplies.
 • Facility services: Here you can define the service lines you provide including price, cost and ID information. We have provided some placeholders if you wish to use them or simply add your own. Note: if you add cost information, Mediawork will calculate the profit margin on each of your quotes, both at line item level and for the entire project.

Question 6

What are 'Opportunities'?

Accepted Answer

Opportunities is a place where you can log information of a future project. Here you can enter basic details, potential revenues and assigned sales person.

Question 7

What are 'Deals'?

Accepted Answer

Deals is the next step from an Opportunity. Keep your team fully up-to-speed with a project as it progresses through various stages of the sale pipeline.

Question 8

What are 'Quotes'?

Accepted Answer

Via your Quotes page, you and your team can take a Deal record and generate a quote in minutes. Teams keep fully informed on the progress of quotes with the ability to share quotes directly with clients within the Mediawork platform or by exporting PDFs.

Question 9

What are 'Quote Templates'?

Accepted Answer

Quote templates are really helpful, allowing you and your team to produce quotes quickly, accurately and efficiently. You can create new templates from the Quote Template menu or save a new template whilst working in a Quote.

Question 10

What about Rate Cards? Does Mediawork store pricing?

Accepted Answer

Yes. You can manage and save your rate cards in two ways:
 • Default Rate Card: maintain this in 'Services' found in company profile (drop-down menu top left) > Facility > Services.
 • Bespoke Rate Cards by Customer: maintain bespoke rate cards for customers via 'Clients' menu > Accounts > select company name > Rates tab.

Specific prices associated to an Account will show in any quotes. If there are no bespoke prices associated to an Account then the prices from the default rate card will apply.

Question 11

What currencies can I quote in?

Accepted Answer

Currently you can create quotes in USD, EURO and Pound Sterling.

Question 12

What are 'Titles'?

Accepted Answer

Titles gives you an overview of your projects. This is a great screen to check the activity for project.

Question 13

Is tax calculated in Quotes?

Accepted Answer

Yes. You can add as many Tax Rates in the Sales menu as you wish. If left blank, the quote will simply calculate at zero % tax.

Question 14

Can I attach documents in a quote?

Accepted Answer

Yes. Simply upload the required files in the Documents section under Sales menu. Once in a quote you can attach the documents you wish. These will be included when you send the quote to a client. This is helpful if you wish to send information to clients such as Terms and Conditions, Service Level Agreements etc.

Question 15

Can I see the profit margin on a job I'm quoting?

Accepted Answer

Yes. Be sure to input the relevant cost and price information in your Facility Services menu. When quoting, your margin calculation will be visible by line item and as a total.

Question 16

What can I manage in 'Operations'?

Accepted Answer

Operations allows you and your team to:
 • Manage the schedule for the entire facility.
 • Manage schedules at an individual project level.
 • Maintain project cost tracking - with the ability to share this data with clients and transfer data for invoicing.
The nice thing is, all of the project information from Sales is transferred into this module ensuring accurate data exchange.

Question 17

Does Mediawork help me schedule better?

Accepted Answer

Yes! The Mediawork schedule will highlight clashes, show your available resources, allow you to stack projects based on 'Pending', '1st', '2nd Pencils' and 'Confirmed' statuses. Tasks can be linked so if a time moves, the linked dependency will move in unison.

The platform allows for easy drag-and-drop and colour coded by project and status.

Question 18

How can I enter a new project in the Schedule?

Accepted Answer

You can access the Schedule and enter a new project via:
 • Operations menu > Schedule (click on the timeline + to open a pop-up box requesting project information.
 • Operations menu > Projects > select a Project. Select 'Schedule' tab.

Important: Can't see any available People or Resources? Ensure you have added Users or Resources in your Company profile (drop-down menu top left) at the Facility level.

Question 19

What are 'Schedule templates'?

Accepted Answer

Schedule templates allow you to create a Schedule with greater speed and efficiency. No need to build bespoke schedules on each occasion.

Example: If you know the fundamental workflow steps to edit a film trailer, you can build these steps into your template, associate the relevant resources and save the template. When a project goes onto the schedule, simply apply the template and adjust as necessary.

Question 20

Can I share project information with clients?

Accepted Answer

Yes. Clients can be invited to view their project giving them access to:
 • Quotes
    • Clients can communicate with you directly to request revisions, award quotes etc
 • Schedules
    • Clients can view-only the tasks you schedule (Gantt Chart).
 • Cost tracking
    • Clients can view-only itemised cost tracking data.

Question 21

Can I create invoices to send to a client?

Accepted Answer

Yes. Simply go to Finance menu > Sales Invoices.
 • Click the '+New Invoice' button
 • Select the Account, Project and required dates to generate your invoice.

Invoices can be sent to the client within the Mediawork platform or exported

Question 22

Can I create invoices from bid vs actual cost tracking data?

Accepted Answer

Yes. Any project you decide to cost track is available to link to invoicing. If you want to use that data to generate an invoice, simply select the relevant job, reference number and date range to create. Alternatively you can create your own custom invoices.

Question 23

Can I promote my company on Mediawork?

Accepted Answer

Yes. When you create your profile, you can add a variety of information to promote your company.

• Company logo and banner image
 • Contact bio and contact details
 • Groups and Affiliations
 • Services you offer
 • Rooms, resources and spaces with accompanying specifications and imagery
 • Team / Talent profiles including CVs, links, recent collaborations

You can list additional companies or facility locations allowing full control over your estate. All of this information is searchable for clients in the global directory. Mediawork Pro users benefit from prominent listings in the global directory.

Question 24

Can I promote my team members or creatives?

Accepted Answer

Yes. You can add unlimited users associated to each of their facilities. Control of permissions is via the User Permission tab in your company profile. You can control who you would like to be visible on your company profile and which staff appear as a resource on the Schedule module.

Question 25

Does Mediawork allow me to add imagery of studios, rooms, spaces or kit?

Accepted Answer

Yes. Promote your resources in your facility profile and share useful information such as capacity, dimensions, images and descriptions.

Select which resources you want to make visible on your company profile and which resources to be available for scheduling at a touch of a button.

Questions, answered.