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BillQuick. Solution Introduction. Contact Information: sales@BillQuick.com Will Breiholz BQE Software, Inc. (888) 245-5669 www.bqe.com. Solving Customer Needs.
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BillQuick Solution Introduction Contact Information: sales@BillQuick.com Will Breiholz BQE Software, Inc. (888) 245-5669 www.bqe.com
Solving Customer Needs BillQuick solves customer needs for the ProfessionalServices industry by providing Time Tracking, Project Management & Billing. Time Tracking Project Management Billing
Target Customer Profile BillQuick – Time Tracking, Project Management & Billing 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
Professional Services Industry (USA) TOTAL TARGET= 12,531,756 employees
VALUE IN BILLQUICK $$$ TOTAL REVENUE= $1,002,540,480
Engineers Architects Computer Maintenance Computer Consultants Management Consultants Business Consultants Business Services Graphic Designers Secretarial Service Attorneys Paralegals Accountants Solving Customer Needs Time Tracking - Project Management - Billing Three Methodologies
Solution Overview Key Features & Functionality • 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) Time Tracking
Solution Overview • Key Features & Functionality (cont.) Project Management
Solution Overview • Key Features & Functionality (cont.) Billing
Solution Overview “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 Use Rated 5 Stars (4 years in a row)
Solution Overview “BillQuick has all of the informationeasily available for a project manager to analyze his or her projects through the earned value method.” - Brad Wilson, Consultant In-Depth Analysis Tools
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
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 Flexibility
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
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
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
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)
Solution Demonstration View Demos: 1. BillQuick Overview 2.BillQuick – QuickBooks Integration
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
Resources Available • Educational resources • QuickBooks Integration Guide: • www.billquick.com/Support_Download/BillQuick-QuickBooksIntegrationGuide2006_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.pdfwww.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
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
Key Contacts Technical Support Primary Web Site Reference www.BillQuick.com Partner Management Sales & Marketing Will Breiholz General Manager Will.Breiholz@bqe.com (888) 245-5669 Irfan Qazi Senior Support Manager Irfan@bqe.com (310) 602-4030 Angelo Lillo Marketing Coordinator Angelo@bqe.com (310) 602-4010
Solving Customer Needs BillQuick solves customer needs for the professional services industry by providing Time Tracking, Project Management & Billing capabilities. Time Tracking Project Management Billing