BQE Core is doing what I need it to do to track jobs and invoicing

What are the best aspects of this product?

BQE Core is doing what I need it to do to track jobs and invoicing. I feel it can grow along with my business. Easy to jump right in get things set up and start working. Progressive customization allows for constant improvement of tracking and workflows. There is a LOT of bang for your buck here. I love the “real time” time and expense additions so that I can bill time and then invoice in the very next step. Invoicing quickly has helped me get my new business off the ground and some cash flow coming in. Color coding of the status on jobs is a wonderful addition and makes a quick glance to get info very easy. I’m getting better with the accounting side of things, and am still learning. BQE Core is doing what I need it to do to track jobs and invoicing. I feel it can grow along with my business.

What aspects are problematic or could work better?

Having multiple tabs open would be helpful from a workflow standpoint. It would be nice if when I make changes in the Global settings that I could tell it to apply those to older jobs…I’m thinking invoicing here. Two of my overall big requests would be: 1) the ability to add some of the custom fields to an invoice. I have to populate this manually…I have to switch between jobs and the invoice to grab the info…therein comes the multiple tabs option. 2) The other would be to auto-populate the basic job information in a standard/form letter. I send out engagement letters on every job and would like the letter creation to be auto-populated.

What features/services would you like to see in future versions of this product?

Two of my overall big requests would be: 1) the ability to add some of the custom fields to an invoice. I have to populate this manually…I have to switch between jobs and the invoice to grab the info…therein comes the multiple tabs option. 2) The other would be to auto-populate the basic job information in a standard/form letter. I send out engagement letters on every job and would like the letter creation to be auto-populated.

What specific problems in your company were solved by this product?

Time tracking, expense reporting, invoicing and accounting

Are you a current user of this product?

Yes