Implementation took longer than expected but has proved worth the extra time to get it right.

Using CORE to invoice our clients has freed up so much of my time I'm afraid I could have streamlined myself out of a job. Billing previews that used to take days are now done in hours. The time to create invoices and submit them for approval takes about 25% of the time before CORE. Easy to learn and a breeze to use.

ORE is a very complex software system to set up, but once we worked out all of the nuances and specifications, this software rocks!

the exec. appreciates the overall business analysis that can be obtained, time keeping is given back to the body of the staff and not the admin. staff, and can be seen and impacted live. project management is a complete task, not just partial tasks here and some in another area. Generally positive...difficult at first because change is hard, but once the benefits are realized, embraced ultimately.

once full integration is close, one can really see how the product can fully encompass all aspects. full analysis can be achieved if all data is inputted, but only then. if pieces are missing, so is the entire impact. time keeping can be accurate for all the employees...same story, expenses can be fully analyzed, project costing can be fully analyzed...but one must enter all of the data. it replaces most existing processes so it's difficult for some to "move on" so as not to duplicate. there are some glitches, but there usually is.

there might be too many features...not all businesses have them and while some recognize it, some will try to fill in all the blanks and this can be time wasteful. while there is a lot of "help", "dumbing it down" is never a bad thing. why not make it easy to understand? not everyone is an engineer...admins use it as well so keep it easy to understand for all. this gets more important the bigger the company gets...will support more administrative positions, so use the "kiss" principle-keep it simple st***d. admins will get these tasks delegated to them ultimately so make it easier to understand no matter the degree/education

BillQuick is a powerful tool in tracking project time and expenses for professional services. We converted from 7 years of Quick Books data. Although the conversion and integration was not a seemless process, and the learning curve was much longer than originally anticipated, we are now tracking project profitability at a much higher level than we ever have before. BillQuick Tech Support is fantastic. They are patient and knowledgeable, and we have received a lot of added value by having the Gold Care Tech Support package added onto our services. Additionally, we have invested quite a bit of extra money on having Bill Quick Customization Department write customized reports. Although the standard reports section is extensive, we were unable to find reports that gave us exactly the data we wanted to see. It's nice that this additional service is offered, but it would be nice for them to give us a handful of customized reports as part of the conversion process and then charge extra from there on out.

The software is not as user-friendly as it could be. Some things are overly complicated and require detailed use before you understand the functionality of the software. It could not be more different that QuickBooks, and the transition for us was difficult. Personally, I highly underestimated the learning curve. In the beginning, we were only using BQ for time and expense logging and we maintained our Quick Books file for all other general accounting, which I would strongly discourage. Although the SYNC feature does work to sync data between programs, it is not a clean sync and much of it needed cleanup on either side of the sync. This was very frustrating. We just recently converted all of our general accounting in QB over to the Accounting portal in BillQuick. This has helped to have all of our financial records in one software system and our data is much more consistent. However, the "Accounting" portal is not perfect and there are a number of features that are lacking where QB has it all dialed in. Examples: 1) in looking at a vendor bill, there is no indication or PAID FLAT to see it has been PAID or not. To see if it is paid, I have to look at the previous checks. 2) In a report that lists all AP checks written for a particular time frame, there is no TOTAL at the end of the report. 3) BQ allows duplicate check numbers. (This is not a complete list, but the top 3 things that drive me insane.) These seem like basic accounting features and for them to not be included in an accounting software is frustrating. DISCLAIMER: we have not yet upgraded to BQ2015 and remain on BQ2014 for a while longer. My understanding is that BQ2015 has updated a number of accounting features, so I look forward to seeing if any of those issues are remedied.

Assigning tasks and projects to team members is easy and quick.

Some fields are redundant and repetitive but it's not a huge issue.

Just great, it allows me to have a far quicker pulse of the business in financial terms and also marketing wise keeping track of proposals.

It is very well structured, in a logical manner and has put a lot of attention into details of how projects can be deployed in so administrative ways in the AE industry. It can keep a project very simple o very sophisticated in terms of phases, budgets, reporting, etc.

Moving from Archioffice (the previous software from BQE) to CORE was not flawless at all. I would have liked more support from BQE and that they acknowledge it is not flawless or that things willl appear automatically.

Overall experience has been great as we use Core for our integrated accounting, time/expenses, and invoices, and it has been integral in helping us to understand and grow our business in the first year.

A little over one year back as we started up our new business I was researching for the best accounting, time and expense tracking and billing software. I selected BQE Core because it had an intuitive interface, easy reporting and it was on cloud. For any startup business the cost is always a big factor, the fact that BQE Core was a fraction of other similar software packages was an added bonus! We use BQE for our integrated accounting, time/expenses, and invoices, and it has been integral in helping us to understand and grow our business in the first year. At every moment, I have the info available to understand my cash flow, liabilities and A/R all in one interface, which never would have been possible if I used other accounting software.

In a separate excel doc I track our projected income and expenses for each two-week period so I can plan cash expenditure. If BQE had a feature to track overhead and projections in relation to billable work, that would really integrate all functionality in one software. Other than that, I don't have any suggestions for improvement.

Time tracking; overall look of the invoices; tracking payments

Needs to improve features like adding email to each project; being able to make notes only visible to us on an invoice; seeing payment dates while looking at invoice (this takes several steps by going to the project tab); CORE can be slow and I find I have to enter 2-3 times before it will respond (Server issue?); Being able to create our own "template" for what assignments need to be used when creating a project and there's more not specified here.

Our small but rapidly-growing architectural firm was looking for a project management and billing solution. We were particularly impressed with CORE’s user-friendly, “all in one” design.

It provides us with a single source to record employee time, manage project tasks, budget, invoice and track project performance. We took advantage of the various training packages and technical assistance BQE offers to help us get up-to-speed with CORE in a matter of months. BQE also worked with us to develop a custom invoice that provides our clients with current and past billing information in a clean and easy-to-read format. With the mobile app, our partners access CORE data anytime, anywhere, and can record travel expenses directly from their smartphones. BQE has demonstrated to us that they listen and responds to suggestions on how to make CORE an even better program for its users by providing regular updates and enhancements that incorporate our suggestions. We are very pleased with CORE and BQE.”

Everything is working for us and if it does not then that is what support is for. Like any other new software implementation there is a learning curve. We took advantage of the various training packages.

We went from no project management system and manual accounting. This has improved our productivity and improved profits.

Setup was very easy, the support was great at each step. It is the most cost effective for a small firm. At any time I can call or email a question and get a quick response. They are constantly updating and improving the system.

Updates sometimes cause lags the system, but if you sign up for updates they will let you know when they are doing them.

CORE allows us to operate efficiently as a business. Overall, the CORE product I would recommend to any business who relies on billable hours as their core business. The ability to invoice directly from the platform and customize project fields are nice features.

BQE Core is critical to the overall operation of our business. CORE allows us to charge time and expenses to different projects, in which we utilize CORE's invoicing suite to invoice customers in a timely manner. CORE's suite helps us manage cashflow and WIP better than we ever have before.

CORE has moments where the platform loads very slowly. Invoices can be customized, but that comes at a cost. We would like for CORE to have the ability to allow it's customers to customize their own invoice templates. When a project has many phases, invoicing by master project is not possible.

The best thing about it is ease of use.

I wish it would let you edit your entries from the timecard area without having to go into the entries list, but other than that I have no negatives.

I would definitely recommend Core to others. You have to learn the product first but once you do, it's very helpful.

The reports we are able to run are extremely useful to us. You can see how each project is doing super easily.

At first it was a little hard to use but only because we were used to another program. Now that we use it every day, it's become very helpful.

We have only been using the software since September 1st. Previously we were using Excel for project management, timesheets, and AR invoicing. In addition, we were using Word and Excel to generate manual invoices (then converting to PDF). Not only has the billing process been improved, but we have been able to implement Internal Financial Controls. We purchased the HR and Accounting modules a couple of months ago and are in the process of implementing our own HR templates. We are looking forward to automating the HR process. It’s truly changed how we operate as a business and made us ten times more efficient in so many different ways.

The call-in support is always available. The billing module & templates. It is easy to generate invoices. The batch update feature. Uploading documents in various modules. View of information projects are restricted to authorized personnel. Ability to sort and filter various screens. How CORE will remember where you left off if you leave a screen or log-out (same filters, etc.).

Core can use these improvements: 3. What improvements would you like to see in Core • An Accounts Payable Widget that shows open invoices that are due within a customized time frame. • A tracking method for professional continuing education requirements. • Enabling dependency between phases (not just within phase). • Download GANNT chart into Excel that looks like the chart (not just a list). • Being able to modify draft invoices without having to delete and start over. • Vendors – tracking COI’s w/60-day advance reminders. • AP checks to include invoice number (not the bill number). • In the project structure, a separate tool to move a phase up or down (rather than the grab and drop). • The AR invoices to automatically sort to open status only (not all invoices). • The ability to hide or delete built-in accounts in the Chart of Accounts. • Custom HR forms that can be sent to employees and electronically signed. • In billing, projects that are in complete or cancelled status, it will not show up in the drop-down menu when creating batch invoice.

As mentioned, the product is great. The support is second to none. Core has been the tool we had been missing.

We have used Core for a couple of years. Our firm specializes in foodservice design and our services are performed through architectural firms. This software is an incredible tool for other service related firms. The software and its tools are incredibly robust. The single major aspect is residing in the cloud. This allows connectivity from any where. Additionally, the project and/or staff performance tools are an amazing snapshot of our things are going. We also schedule our project tasks with Core. Those tasks are assigned (allocated) to staff with end/due dates. Task completion percentages allows project management to monitor progress. The notification system alerts the appropriate team members when task have been completed. There is an abundance of management tools and controls.

Although the training is great, the online resources plentiful and the on-call support fantastic; there is a bit of a learning curve as the software is so robust. It just take a little time to become familiar with it and proficient. So you must go through the training and then dive in!

I am staying with BQE because it is the best all-in-one program I could find. It isn't perfect and, in many ways, it is miserable to use because it takes a long time and is slow, not optimized for fast use and there are a lot of features that are missing required for efficient use.

I like that this software is fully functional and can potentially do anything a consultant or engineer would need to do without having to use other products.

BQE can do almost everything and therefore it is complex and requires a lot of assistance from tech support. I have found that on most calls I have made the lower tier tech support has to contact the upper tier tech support and gets back with me later - sometimes. I am still waiting on them to fix some things (for weeks or months now). The 'powerful' proposal builder is a joke. Tech support just told me to type it in another program and import it, but that doesn't even work well. I have found a bunch of bugs and half thought out ideas. For example, to enter receipts or documentation for transactions other than credit card transactions requires a bunch of extra steps and cannot be done from the phone. Projects are complex (which is a good thing because they can do a lot) but it takes a lot of effort to setup a project and it can't be created from a template on the phone. I have bumped up against a bunch of walls inside BQE and when I ask how to do this or that I'm just told that isn't a feature BQE has.

I like that BQE is user friendly and makes it possible for the entire company to enter their own time and expenses anywhere, anytime. I like that when there are updates to the system, users are informed. I really like that everything entered through the mobile app sinks right away into BQE. The technical support customer services is great. Even when someone is not sure of the answer, they research and get back to you. The support group is dedicated, knowledgeable and professional. Lenny is the best.

I do not like that all reports are Word documents. With data, it is impossible to sort and filter when looking for information. It would also be easy if questions/answers could be given directly in BQE prior to invoicing instead of having to print each pre-bill and send to managers for approval and then enter their answer back in BQE. The system allows write up/down of billable hours but you cannot run an accurate report of the amounts that were written up/down (I think in BQE it includes non billable hours). I keep track of mine on an Excel spreadsheet and it would be nice if I did not need to have an additional spreadsheet. It would make more sense if each field that is populated in all categories could be use for reporting purposes. For example, if running a list of client, it would be good if we could choose what fields we want to see on the report for each client (like contact person, email address, industry...). Sometimes, I have to run three reports to get the information that I compile in one Excel spreadsheet. Maybe I do not have this information, but the only way to access report customization is via email. It would be nice to have a support line for easy questions regarding a new report.

Overall, this is a good office management tool for the architect. We have used it for the past 10 years and find it invaluable in all we do in managing projects and running the business.

The product is great for the management of a project from time and expense reports to document management. It also manages the office contacts and calendar of events for all the employees. It will give you in real time if you are making or losing money on a project. It tracks and creates invoicing for all project clients. If you use QuickBooks, it is integrated directly with that software for complete accounting management. It is a great tool for Architects in that it is formatted for what we do (tasks and phasing of projects). If you have internet connection, you can get access to this program while on the road,

When opening up project file, it takes 2 or 3 clicks to open up a file, such as Word, PDF and AutoCAD. Very, Very frustrating. Many of my employees do not use is function and simply use Window file manager to open and move files. We should not have to do this. It uses Java in the background for some of its operations, and I am not a fan of Java... it is always updating. Updating of the software is somewhat difficult for the person not a computer nerd.

I have used BQE product for many years. The product is stable and pretty straight forward to use and today after a long time I needed customer support. The response as always was excellent and the problem I was experiencing was resolved.

I like the flexibility and design of the software once I gone through the learning curve. The reports are straight forward and give me all the insightful data without customizing.

I find the billing process steps a bit awkward but I am used to them now. It is annoying to have to look for the most recent invoice under Invoice Review once the invoice is processed as final.

This product saves me time and keeps all my cases organized so I never miss important deadlines or follow-up tasks. Well worth the money.

1) It has a nice look and it's easy to use because it is organized in an intuitive manner. 2) It is also incredibly customizable. There are so many ways to filter reports and adjust who sees which reports and when, it kind of blows my mind. I have done so many things to customize this software to my firm's needs and I still feel like I've just scratched the surface. This also means it will continue to be useful as my firm grows, which is incredibly valuable. 3) It's a cloud-based software, which means I never have to worry about installing the latest updates. It's also an extra bonus layer of data security because the data is not housed on my local in-office server. 4) Tracking time is easy, and once hours have been billed to the client they are marked in the system (this may seem like a pretty basic feature, but it was surprisingly difficult to find in a case management software). 5) It talks to QuickBooks online, and it's easy to transfer data. It saves a lot of time to transfer invoice and other data from the project management software directly into my accounting system. 6) The customer service and follow-up support is great. I was walked through the initial implementation, which got me up and running almost immediately - very little work time invested in the implementation. After using the software for a few weeks, I scheduled a one-on-one training session with a BQE trainer to get all my firm-specific questions answered which was great.

My only (minor) complaint is that it does not yet also function as a CRM. I hope they add this feature because I'm looking forward to incorporating that data and function into the same system as my case management.

We no longer have to rely on our IT to maintain the software and our servers or worry about the backups. Love the dashboards and overall beautiful looking interface of Core.

We have been with BQE for 17 years and 3 years back we made a decision to switch to all cloud BQE Core and we love it. This was the best decision! All our employees were onboard without any difficulty as it is very easy to navigate in Core and everything is consistent, with the result there is no learning curve between the screens. We are also experiencing that it is easy to do invoicing and track time in Core. We are taking advantage of some of the advanced features of Core like 'Report Scheduler' that has helped us automate the reporting process. Our clients electronically receive statements and accounts receivable reports resulting in less human involvement in maintaining the cash flow.

Very early on we were not pleased with updates stepping on our settings but since then it has been rectified.

It is such a user-friendly software program and the customer service is definitely great.

Core has been a huge time savings for us. The ease of creating invoices, making and customizing reports, and entering time has improved our ability to get more done overall. We have been very pleased with all aspects of customer service, the integration team, custom reports team, trainers, and call center for the one off type questions and issues. We would recommend Core to anyone on the fence about the service. It is such a user-friendly software program

There was a bit of a learning curve in the beginning and training coordination was somewhat challenging but nothing extraordinary.

so easy to use, very little training required. everything is where you expect it to be

there are different reports or ways to view your time, this isnt very clear. i would like to use this feature but don't. this is of little importance to me. i am still able to do what i need to do in the software.

In general, we have a pleasant experience as compared to our previous software. Core works appropriately and has solved our time and expense and billing problems significantly.

Core has a easy and intuitive user interface which makes our day to day processes easier. With Core being a cloud software close to 200 employees are using it on a daily basis for time and expense tracking, billing and engagement management. Our business is not a typical accounting firm with 1 or 2 billing person, we have 75 people in our billing department that do invoice simultaneously out of Core. Prior to switching to Core it was a daunting task. All the processes are faster and better with Core. It is is our main business management software and we before it we had a local system installed on our servers.

More tools for creating reports according to our needs and more options for administrators

The user layout is fairly easy to manage and self-explanatory.

Online credit card payments via Stripe have not worked well since we began using the product in August 2021. The error codes are never consistent and customer service never seems to be able to provide an explanation for the issues (even after ruling out user error). We also tried to set up ACH payments via Plaid and were never able to successfully link the systems. Many clients have had to call our office or mail a check to provide payment on their Core invoices which should have been online-pay capable.