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    Billquick: Solution Introduction

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    Alaina Long
    BillQuick is a time tracking, project management, and billing software solution for professional services firms. It tracks time and expenses, manages projects and budgets, and generates invoices. It is targeted towards firms with 10-200 employees and $1-50M in annual revenue, including architects, engineers, accountants, and other professional services. The document provides an overview of BillQuick's key features, pricing, resources, and contact information.

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    © All Rights Reserved
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    Billquick: Solution Introduction

    Uploaded by

    Alaina Long
    130 views24 pages
    BillQuick is a time tracking, project management, and billing software solution for professional services firms. It tracks time and expenses, manages projects and budgets, and generates invoices. It is targeted towards firms with 10-200 employees and $1-50M in annual revenue, including architects, engineers, accountants, and other professional services. The document provides an overview of BillQuick's key features, pricing, resources, and contact information.

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    Billquick Intro (5)

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    BillQuick is a time tracking, project management, and billing software solution for professional services firms. It tracks time and expenses, manages projects and budgets, and generates invoices. It is targeted towards firms with 10-200 employees and $1-50M in annual revenue, including architects, engineers, accountants, and other professional services. The document provides an overview of BillQuick's key features, pricing, resources, and contact information.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    130 views24 pages

    Billquick: Solution Introduction

    Uploaded by

    Alaina Long
    BillQuick is a time tracking, project management, and billing software solution for professional services firms. It tracks time and expenses, manages projects and budgets, and generates invoices. It is targeted towards firms with 10-200 employees and $1-50M in annual revenue, including architects, engineers, accountants, and other professional services. The document provides an overview of BillQuick's key features, pricing, resources, and contact information.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 24

    BillQuick

    Solution Introduction

    Contact Information:
    sales@BillQuick.com
    Will Breiholz
    BQE Software, Inc.
    (888) 245-5669

    www.bqe.com

    Intuit

    Confidential

    Solving Customer Needs


    BillQuick solves customer needs for the Professional
    Services industry by providing Time Tracking, Project
    Management & Billing.

    Time Tracking

    Project Management

    Intuit

    Confidential

    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

    Intuit

    Confidential

    Professional Services Industry (USA)

    TOTAL TARGET= 12,531,756 employees


    Intuit

    Confidential

    VALUE IN BILLQUICK $$$

    TOTAL REVENUE=
    $1,002,540,480
    Intuit Confidential

    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

    Intuit

    Confidential

    Task

    Accountants

    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)

    Intuit

    Confidential

    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)

    Intuit

    Confidential

    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

    Intuit

    Confidential

    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)

    Intuit

    Confidential

    10

    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
    Intuit

    Confidential

    11

    Solution Overview
    Remote access allows
    users to track time and
    expenses while out of the
    office or in a nonnetworked environment.
    BillQuick is the perfect
    time and expense tracking
    solution for the mobile
    professional.

    Remote
    Accessibili
    ty

    - Tony Ashai, Architect, Ashai Design

    Intuit

    Confidential

    12

    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

    Intuit

    Flexibility

    Confidential

    13

    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

    Intuit

    Confidential

    14

    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

    Intuit

    Confidential

    15

    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
    Intuit

    Confidential

    16

    BillQuick Demo

    Intuit

    Confidential

    17

    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)

    Intuit

    Confidential

    18

    Solution Demonstration

    View Demos:
    1.

    BillQuick Overview

    2.

    BillQuick QuickBooks Integration

    Intuit

    Confidential

    19

    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

    Intuit

    Confidential

    20

    Resources Available
    Educational resources

    QuickBooks Integration Guide:


    www.billquick.com/Support_Download/BillQuick-QuickBooksIntegrationGuide2006_Ne
    wUser.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
    Intuit

    Confidential

    21

    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

    Intuit

    Confidential

    22

    Key Contacts
    Partner Management

    Technical Support

    Will Breiholz
    General Manager
    Will.Breiholz@bqe.com
    (888) 245-5669

    Irfan Qazi
    Senior Support Manager
    Irfan@bqe.com
    (310) 602-4030

    Sales & Marketing


    Angelo Lillo
    Marketing Coordinator
    Angelo@bqe.com
    (310) 602-4010

    Intuit

    Primary Web Site Reference


    www.BillQuick.com

    Confidential

    23

    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

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