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BillQuick Solution Introduction

Contact Information: sales@BillQuick.com

Will BreiholzBQE Software, Inc.

(888) 245-5669

www.bqe.com

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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 Billing

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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

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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 MethodologiesClient

Matter Project Task

EngineersArchitects

Computer MaintenanceComputer Consultants

Management ConsultantsBusiness Consultants

Business ServicesGraphic Designers Secretarial Service

AttorneysParalegals

Accountants

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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

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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

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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

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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

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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.”

In-Depth Analysis In-Depth Analysis ToolsTools

- Brad Wilson, Consultant

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“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

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- 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

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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

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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. 

• 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

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

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BillQuick Demo

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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

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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.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

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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

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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

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Key Contacts

Partner Management

Sales & Marketing

Will BreiholzGeneral ManagerWill.Breiholz@bqe.com(888) 245-5669

Angelo LilloMarketing CoordinatorAngelo@bqe.com(310) 602-4010

Technical Support

Primary Web Site Reference

www.BillQuick.com

Irfan QaziSenior Support ManagerIrfan@bqe.com(310) 602-4030

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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 Billing