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BillQuick
Solution Introduction
Contact Information:
[email protected]
Will Breiholz
BQE Software, Inc.
(888) 245-5669
www.bqe.com
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Confidential
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Solving Customer Needs
BillQuick solves customer needs for the Professional
Services industry by providing Time Tracking, Project
Management & Billing.
Time Tracking
Project Management
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Billing
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Target Customer Profile
BillQuick – Time Tracking, Project Management & Billing
For the Professional Services market:
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Architects
Engineers
Accountants / CPAs
Computer Consultants
Attorneys
Business Consultants
Surveyors
Graphic Designers
Home Health Care
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Business Size:
 10-200 employees
 1-50M Annual Revenue
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Organizational Characteristics:
 Number of Locations: 1 to many
 Departments: 1 to many
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Professional Services Industry (USA)
TOTAL TARGET= 12,531,756 employees
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VALUE IN BILLQUICK $$$
TOTAL REVENUE= $1,002,540,480
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Solving Customer Needs
Time Tracking - Project Management - Billing
Three Methodologies
Client
Matter
Attorneys
Paralegals
Project
Engineers
Architects
Computer Maintenance
Computer Consultants
Management Consultants
Business Consultants
Business Services
Graphic Designers
Secretarial Service
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Task
Accountants
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Solution Overview
Key Features & Functionality
Time Tracking
Unlimited Bill Rates Per Timekeeper, Project and/or Activity
Time Card Available in Calendar, Spreadsheet & Stopwatch Format
Unlimited Notes for Time & Expense w/ auto-complete & spell check
Restrict Employees to assigned Projects & Tasks
Automatic Detection of Incomplete Timecards & email to Delinquent Employees
Time & Expense submittal, review & approval w/ alerts
Web Interface for Client/Project set up, Time, Expense, Billing and Reporting
PDA, email & cell phone Time & Expense
Converts Outlook Appointments into Billable time (with add-on)
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Solution Overview
Key Features & Functionality (cont.)
Project Management
Over 350 Reports
Document Management
Job Costing
Budgets & Estimates
Budget v. Actual Comparison
Earned Value Analysis
% Complete Tracking
Project Phasing
Employee Analysis (Write Up/Down, Utilization, Realization)
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Solution Overview
Key Features & Functionality (cont.)
Billing
95 Invoice Templates
Batch Invoicing - Process hundreds of Invoices w/ a single click
Write-up / Down Supports Both Amount & Percentage Adjustments
Joint Invoicing - Multiple Projects joined together on consolidated Invoice
% Complete, Fixed, Progress, Hourly, Hourly not to Exceed, Recurring Billing
Multi-currency
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Solution Overview
Ease of Use
“Wizards guide most of the
initial setup of clients, staff,
projects and rates. The program
opens to an inviting interface
that uses a customizable
Navigation screen as the default
work area.”
Rated 5 Stars
(4 years in a row)
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Solution Overview
“BillQuick has all of the
information easily available
for a project manager to
analyze his or her projects
through the earned value
method.”
- Brad Wilson, Consultant
In-Depth Analysis Tools
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Solution Overview
“Remote access allows users
to track time and expenses
while out of the office or in a
non-networked environment.
BillQuick is the perfect time
and expense tracking solution
for the mobile professional.”
Remote
Accessibility
- Tony Ashai, Architect, Ashai Design
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Solution Overview
“BillQuick handles our traditional and
non-traditional services with ease.
Flexibility is great. Even though
our write-downs are lower than
national averages, BillQuick makes it
easy to do and tracks them by
employee and project.”
- Fox and Fiorino,
Public Accountants
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Flexibility
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Solution Overview
"The costs for buying and
maintaining BillQuick are
absolutely minimal
compared to other project
management software
programs today."
Low Cost
- John A. Martin & Associates,
Structural Engineers
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Solution Overview
QuickBooks Enterprise Integration Overview
With smart, seamless integration, BillQuick and QuickBooks make
day-to-day business, accounting and financial management tasks
easier. Critical data can be shared between BillQuick and QuickBooks
without having to enter data twice.
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Supports On-Demand, Scheduled and Real-Time Synchronization
Integration is Bi-Directional
Business Logic is handled by SDK
Sync Settings are Configurable with Filters and Selective On/Off
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How Data Integration Works
Client
Customer
Time Entry
Time Tracking
Invoice
Invoice
Project
Job
Expense Code
Other Charge Item
Expense Log
Bills/Checks
Employee
Employee
Vendor
Vendor
Activity Codes
Service Items
Payment
Payment
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BillQuick Demo
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Solution Overview
End-User Pricing
BillQuick Pro $795 (5 user license)
Additional User $85 each
BillQuick Enterprise $995 (5 user license)
Additional 5 User Pack $525 each ($105 per user)
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Solution Demonstration
View Demos:
1.
BillQuick Overview
2.
BillQuick – QuickBooks Integration
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Resources Available
Online resource site:
Web Page: www.BillQuick.com
Product Page: www.billquick.com/ProductPages/BillQuick2006.htm
QuickBooks Integration: www.bqe.com/QuickBooks/bqqb.html
Trials/demos:
Demos: www.bqe.com/LiveDemos.asp
Download Trial Copy: www.bqe.com/DownloadPages/downv2-1.asp
Live Webinar: www.bqe.com/walkthru.aspx
Marketing and Sales collateral:
Integration Highlights: www.bqe.com/pdf/BQ_QB_Brochure.pdf
BillQuick Flyer: http://www.bqe.com/pdf/BillQuick_Brochure.pdf
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Resources Available
Educational resources
QuickBooks Integration Guide:
www.billquick.com/Support_Download/BillQuickQuickBooksIntegrationGuide2006_NewUser.pdf
BillQuick Tutorial: www.billquick.com/Support_Download/BillQuickTutorial2006.pdf
Training Courses: www.bqe.com/bqTrainingportal/traininglist.aspx
Case studies
Architects:
www.bqe.com/pdf/Zimmerman_BQE_IDNSuccessStory_FINAL_06.pdf
www.bqe.com/reviews/CaseStudy_KevinHarrisArchitect.pdf
Engineer:
www.bqe.com/reviews/jama.htm
Accountants:
www.bqe.com/reviews/CaseStudy_FoxandFiorino.pdf
www.bqe.com/reviews/CaseStudy_AlfermannGrayandCo.pdf
Product reviews
CPA Technology Advisor:
www.cpatechnologyadvisor.com/article/article.jsp?id=944
CPA Magazine:
www.bqe.com/reviews/CPA_Magazine_HiEndTimeandBilling0604.pdf
Web CPA
www.webcpa.com/article.cfm?articleid=13090&searchTerm=billquick
Professional Services Management Journal (PSMJ)
www.bqe.com/reviews/PSMJ2004_November.pdf
Law Office Computing
www.billquick.com/pdf/LOC_BQ.pdf
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Resources Available
System requirements
Operating Systems:
Windows 98 (SE)
Microsoft Windows Millennium Edition
Microsoft Windows NT4.0 Server/Workstation with Service Pack 6.0a or later
Microsoft Windows 2000 Professional/ 2000 Server/ 2000 Advanced Server
Microsoft Windows XP Professional/Home Edition
Microsoft Windows Vista
BillQuick 2006 Minimum Hardware Requirements:
Processor: 800MHZ Intel Pentium IV-class processor or faster
Memory: 256 MB of RAM
Hard Disk Space: 300 MB of hard disk space required, 50 MB additional hard disk
space required for installation (350 MB total)
Technical support resources
Support & Knowledge Base: www.BillQuick.com/Support.asp
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Key Contacts
Partner Management
Technical Support
Will Breiholz
General Manager
[email protected]
(888) 245-5669
Irfan Qazi
Senior Support Manager
[email protected]
(310) 602-4030
Sales & Marketing
Angelo Lillo
Marketing Coordinator
[email protected]
(310) 602-4010
Intuit
Primary Web Site Reference
www.BillQuick.com
Confidential
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Solving Customer Needs
BillQuick solves customer needs for the professional
services industry by providing Time Tracking,
Project Management & Billing capabilities.
Time Tracking
Project Management
Intuit
Confidential
Billing
24