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1I n t u i t C o n f i d e n t i a l
BillQuick Solution Introduction
Contact Information: [email protected]
Will BreiholzBQE Software, Inc.
(888) 245-5669
www.bqe.com
2I n t u i t C o n f i d e n t i a l
Solving Customer Needs
BillQuick solves customer needs for the Professional Services industry by providing Time Tracking, Project Management & Billing.
Time Tracking Project Management Billing
3I n t u i t C o n f i d e n t i a l
Target Customer Profile
For the Professional Services market:
Architects Engineers Accountants / CPAs Computer Consultants Attorneys Business Consultants Surveyors Graphic Designers Home Health Care
Business Size: 10-200 employees 1-50M Annual Revenue
Organizational Characteristics: Number of Locations: 1 to
many Departments: 1 to many
BillQuick – Time Tracking, Project Management & Billing
4I n t u i t C o n f i d e n t i a l
Professional Services Industry (USA)
TOTAL TARGET= 12,531,756 employees
6I n t u i t C o n f i d e n t i a l
Solving Customer Needs
Time Tracking - Project Management - Billing
Three MethodologiesClient
Matter Project Task
EngineersArchitects
Computer MaintenanceComputer Consultants
Management ConsultantsBusiness Consultants
Business ServicesGraphic Designers Secretarial Service
AttorneysParalegals
Accountants
7I n t u i t C o n f i d e n t i a l
Solution Overview
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)
Key Features & Functionality
Time Tracking
8I n t u i t C o n f i d e n t i a l
Solution Overview
Key Features & Functionality (cont.)
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)
Project Management
9I n t u i t C o n f i d e n t i a l
Solution Overview
Key Features & Functionality (cont.)
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
Billing
10I n t u i t C o n f i d e n t i a l
Solution Overview
Rated 5 Stars (4 years in a row)
“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.”
Ease of Ease of UseUse
11I n t u i t C o n f i d e n t i a l
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.”
In-Depth Analysis In-Depth Analysis ToolsTools
- Brad Wilson, Consultant
12I n t u i t C o n f i d e n t i a l
“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.”
- Tony Ashai, Architect, Ashai Design
Remote Remote AccessibiliAccessibilityty
Solution Overview
13I n t u i t C o n f i d e n t i a l
- Fox and Fiorino, Public Accountants
“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.”
FlexibilityFlexibility
Solution Overview
14I n t u i t C o n f i d e n t i a l
Low Low CostCost
- John A. Martin & Associates, Structural
Engineers
"The costs for buying and maintaining BillQuick are absolutely minimal compared to other project management software programs today."
Solution Overview
15I n t u i t C o n f i d e n t i a l
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.
• 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
16I n t u i t C o n f i d e n t i a l
How Data Integration Works
Payment
Service Items
Other Charge Item
Invoice
Vendor
Employee
Bills/Checks
Time Tracking
Job
Customer
Payment
Activity Codes
Expense Code
Invoice
Vendor
Employee
Expense Log
Time Entry
Project
Client
18I n t u i t C o n f i d e n t i a l
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)
Solution Overview
19I n t u i t C o n f i d e n t i a l
Solution Demonstration
View Demos:
1. BillQuick Overview
2. BillQuick – QuickBooks Integration
20I n t u i t C o n f i d e n t i a l
Resources Available
Online resource site:
Web Page: www.BillQuick.com Product Page: www.billquick.com/ProductPages/BillQuick2006.htmQuickBooks Integration: www.bqe.com/QuickBooks/bqqb.html
Trials/demos:
Demos: www.bqe.com/LiveDemos.aspDownload Trial Copy: www.bqe.com/DownloadPages/downv2-1.aspLive Webinar: www.bqe.com/walkthru.aspx
Marketing and Sales collateral:
Integration Highlights: www.bqe.com/pdf/BQ_QB_Brochure.pdfBillQuick Flyer: http://www.bqe.com/pdf/BillQuick_Brochure.pdf
21I n t u i t C o n f i d e n t i a l
Resources Available
Educational resourcesQuickBooks Integration Guide: www.billquick.com/Support_Download/BillQuick-QuickBooksIntegrationGuide2006_NewUser.pdfBillQuick Tutorial: www.billquick.com/Support_Download/BillQuickTutorial2006.pdfTraining Courses: www.bqe.com/bqTrainingportal/traininglist.aspx
Case studiesArchitects: www.bqe.com/pdf/Zimmerman_BQE_IDNSuccessStory_FINAL_06.pdf www.bqe.com/reviews/CaseStudy_KevinHarrisArchitect.pdfEngineer: www.bqe.com/reviews/jama.htmAccountants: www.bqe.com/reviews/CaseStudy_FoxandFiorino.pdf www.bqe.com/reviews/CaseStudy_AlfermannGrayandCo.pdf
Product reviewsCPA Technology Advisor:www.cpatechnologyadvisor.com/article/article.jsp?id=944CPA Magazine:www.bqe.com/reviews/CPA_Magazine_HiEndTimeandBilling0604.pdfWeb CPAwww.webcpa.com/article.cfm?articleid=13090&searchTerm=billquickProfessional Services Management Journal (PSMJ)www.bqe.com/reviews/PSMJ2004_November.pdfLaw Office Computingwww.billquick.com/pdf/LOC_BQ.pdf
22I n t u i t C o n f i d e n t i a l
Resources Available
System requirements
Operating Systems:Windows 98 (SE)Microsoft Windows Millennium EditionMicrosoft Windows NT4.0 Server/Workstation with Service Pack 6.0a or laterMicrosoft Windows 2000 Professional/ 2000 Server/ 2000 Advanced ServerMicrosoft Windows XP Professional/Home EditionMicrosoft Windows Vista
BillQuick 2006 Minimum Hardware Requirements:Processor: 800MHZ Intel Pentium IV-class processor or fasterMemory: 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
23I n t u i t C o n f i d e n t i a l
Key Contacts
Partner Management
Sales & Marketing
Will BreiholzGeneral [email protected](888) 245-5669
Angelo LilloMarketing [email protected](310) 602-4010
Technical Support
Primary Web Site Reference
www.BillQuick.com
Irfan QaziSenior Support [email protected](310) 602-4030