Power Your Office. Empower Yourself.

Transcription

1 Power Your Office. Empower Yourself.

2 You control where your business is heading. BQE ArchiOffice is an award-winning time tracking, billing and project management software created by architects, for architects. For over 10 years, we have helped our customers efficiently manage people and projects, while they focus on designing great architecture. We provide principals and managers with easy-to-use tools to simplify their workload, increase cash flow and generate more revenue. ArchiOffice brilliantly organizes and analyzes your business data, presenting useful information to help steer your firm in the right direction.

3 Simple Usability Intuitive, streamlined design that allows for efficiency and ease-of-use. Monitor KPIs on an organized Dashboard Accessible anywhere, anytime Access via iphone, ipad or Android devices Export data easily Color code your data Manage documents in one place Customize project folder locations Easily identify No-charge time Transfer retainers between projects Print Client Statements Customize Start of the Week on timecard and reports Power Your Office. Empower Yourself. 1

4 Powerful Time & Expense Tracking Clearly track employees time and expenses on a single screen. Quickly review time and expenses by project or employee Configure settings so employees see only their assigned projects Write unlimited length notes for time and expenses Track Personal Time Off Flag items as Billable/Non-Billable Easily withhold selected time or expenses from being invoiced Turn Timer on/off Select and assign tasks for every project Link receipts, pictures and files to expenses Easily track employees schedules in real-time Instantly learn which team members are overloaded or underutilized 2 Power Your Office. Empower Yourself.

5 Smart Project Management Business intelligence tools that help you stay organized and up-to-date on jobs. Watch the status of tasks by phase Schedule, budget and assign tasks as you see fit Easily schedule start and end dates for project phases Track budget vs. actual hours and costs in real-time Track submittal-approval, drawing and RFI workflows Identify inefficient employees and profit sources Prepare competitive, realistic fee proposals Customize phases and job codes Manage consultant fees Track % complete using Tasks Live access to all project documents Create secure notes for projects and contacts Power Your Office. Empower Yourself. 3

6 Flexible Invoicing Dynamic invoicing features that make it easier for you to bill clients. Select any of the 5 invoice methods: Stipulated Sum Hourly Rate Percent of Construction Unit Cost Multiple of DPE/DSE Designate certain phases to bill hourly Batch invoicing Reverse or void invoices and payments Track GST and VAT Bill clients now with Progress Billing Save invoices as PDF or RTF (Word) 4 Power Your Office. Empower Yourself.

7 BILL TO Mr. Henry Cameron Cameron Enterprises 910 Park Avenue New York, NY MONTHLY INVOICE Project Description: Cameron Theaters INVOICE NUMBER INVOICE DATE PAYMENT DUE DATE OUR PROJECT NO. BALANCE DUE CAM-03 Mar 24, 2015 Apr 19, $100, Fee Summary Previously Invoiced Current Invoice Remaining Stipulated % % phase completed Amount billed % Value of Amount Complete completed Remaining 02 Schematic Design 03 Design Development 04 Construction Documents 21.82% $120, % $30, % $54, $36, % $140, % $14, % $21, $105, % $225, % $11, % $11, $202, % $485, % $55, % $86, $343, Basic Services Role Hrs Rate Extension 01 Pre-Design Architect $ $5, Principal $ $9, Pre-Design Total: $14, Basic Services Sub Total: $14, Invoice Total: $100, Payments Received: $49, Account Balance: $100, Please make payments to Fountainhead A+E, Inc. Late payments are subject to penalty fees. Attach task and description to itemized invoices Create draft invoices with a Draft watermark Create invoices with memorized dates and date ranges Assign custom or standard invoice template to a project invoices to clients directly from ArchiOffice PAGE # 1 of 1 Power Your Office. Empower Yourself. 5

8 Enhanced Reporting Robust reporting features that meet your specific business needs. Peter Keating PHU Science Center Hours Alloc Hours Used Budget vs Invoiced Report Hours Remain $ Budget $ Inv $ Remain Inv% 01 Pre-Design $10, $10, $ % 02 Schematic Design , , $70, $70, $ % 03 Design Development , , $85, $85, $ % 04 Construction Documents , , $100, $130, $30, % 06 Contract Administration , $40, $100, $60, % Taggart Headquarters Totals for PHU Science Center 1, , , $305, $395, $90, % 00 Marketing $0.00 $0.00 $ % 01 Pre-Design , , $32, $32, $ % 02 Schematic Design , , $130, $132, $2, % 03 Design Development 1, , , $195, $195, $ % 04 Construction Documents 1, , , $195, $189, $5, % 05 Construction Procurement , , $32, $8, $24, % 06 Contract Administration $65, $0.00 $65, % Bradford Lake House Totals for Taggart Headquarters 3, , , $650, $557, $92, % 01 Pre-Design $11, $8, $2, % 02 Schematic Design , , $45, $58, $13, % 03 Design Development , , $56, $48, $7, % 04 Construction Documents , , $67, $19, $47, % 06 Contract Administration $45, $0.00 $45, % Cameron Enterprises HQ Totals for Bradford Lake House 1, , , $225, $135, $89, % 01 Pre-Design , , $0.00 $14, $14, % 02 Schematic Design , , $120, $84, $36, % 03 Design Development , , $140, $35, $105, % 04 Construction Documents 1, , $225, $22, $202, % 06 Contract Administration $0.00 $0.00 $ % Totals for Cameron Enterprises HQ 3, , , $485, $155, $329, % Totals for Peter Keating 10, , , $1,665, $1,245, $419, % Grand Totals 10, , , $1,665, $1,245, $419, % Choose from over 50 reports, including: Work-in-Hand May 01, 2013 WIP with A/R Aging Bi-Weekly Timecard Time and Expense Payroll Profitability Page 1 of 1 6 Power Your Office. Empower Yourself.

9 Ferris Health Clinic Aging Summary Hrs/Units WIP with AR Aging - Project Cost Amount Expenses: $17, $51.00 Services: $3, $4, Total: $21, $4, Invoice Number Date Bill Amount Paid Current 31 To To 90 Above 90 Balance FERRIS-008 1/21/2015 $61, $50, $11, $11, FERRIS-009 2/20/2015 $39, $0.00 $39, $39, $50, Rearden - Aspen Residence Aging Summary Hrs/Units Cost Amount Expenses: 1.00 $ $ Services: $3, $4, Total: $4, $4, Invoice Number Date Bill Amount Paid Current 31 To To 90 Above 90 Balance REA-012 3/24/2015 $16, $0.00 $16, $16, $16, Cameron Theaters Aging Summary Hrs/Units Cost Amount Services: $53, $86, Invoice Number Date Bill Amount Paid Current 31 To To 90 Above 90 Balance CAM-03 3/24/2015 $100, $5, $95, $95, $95, Galt Residence Aging Summary Hrs/Units Cost Amount Expenses: $9, $43.00 Services: $3, $4, Total: $13, $4, Invoice Number Date Bill Amount Paid Current 31 To To 90 Above 90 Balance GALT-012 2/20/2015 $12, $0.00 $12, $12, GALT-013 3/24/2015 $3, $0.00 $3, $3, $15, /20/2015 Create memorized reports from previously used templates Store reports as PDFs Page 1 of 3 Customize reports and invoices using Crystal Reports Filter reports by Status, Task, Project, Project Leader, etc. Run Profitability reports based on a date range Sort Billing reports by Project Status Create Project Performance Accrued and Cash reports Power Your Office. Empower Yourself. 7

10 Seamless Integration Seamlessly sync ArchiOffice with other applications. QuickBooks Integration (QuickBooks 2008 Pro or better) Sync , Contacts and Calendar Events with Microsoft Outlook (PC only) Sync Mail, Contacts and Calendar (Apple Mail, Apple Contacts, Apple Calendar) Sync , Contacts and Calendar Events with Entourage (Mac) Other Notable Features Feature: Web-Accessible Visual Cues Document Tracking Customizable Reports Memorized Reports Checklists and Tasks User Permissions QuickBooks Integration Microsoft Outlook, Entourage, Apple Mail, Apple Contacts and Apple Calendar Integration Document Management Mobile Apps Description: Remotely update your information and access it anytime, anywhere from your computer, iphone, ipad or Android device. Easily spot items that need attention or do a quick comparison. Always know where Submittals, Drawings and RFIs are in your project workflow. Change reports to fit your firm s needs. Memorize your favorite reports with search criteria. Never miss an important task again by viewing the status of each task by phase. Securely protect data and control access that is appropriate by role. Expand the capabilities of your QuickBooks software and seamlessly sync your data. Access your contacts, calendar appointments and s, no matter where you are. Create new documents from professional templates, attach other existing files and organize documents in a central location on the file server. Keep track of your time and expenses on the go by using the native mobile app available on iphone and Android devices. 8 Power Your Office. Empower Yourself.

11 ArchiOffice Will Help You Quickly provide principals, project managers and the entire staff with essential information they need to get work done on time and under budget Focus on applying creativity to the projects you design, rather than trying to figure out how to manage them Make your firm stand out as professional, efficient and on the leading edge of technology Improve your cash flow with customizable invoices that align with your needs and clients expectations Eliminate misfiled documents and save precious time looking for them Consistently deliver the highest quality of work to your clients Anytime, Anywhere, Any Device Power Your Office. Empower Yourself. 9

12 For more information, visit or call (855) World Headquarters NORTH & SOUTH AMERICA 3825 Del Amo Blvd. Torrance, CA USA Tel: (855) (toll-free) +1 (310) AUSTRALIA, NEW ZEALAND & ASIA Suite Broadway 100 Miller Street, North Sydney NSW 2060 Australia Tel: (toll-free) +61 (02) aus-sales@bqe.com EUROPE, MIDDLE EAST & AFRICA Crosshaven Co. Cork Ireland Tel: uk-sales@bqe.com BQE Software Inc. All rights reserved. BQE, BQE logo and ArchiOffice logo are registered trademarks and/or registered service marks of BQE Software Inc. in the United States and other countries. Other parties trademarks or service marks are the property of their respective owners.