Business Problem: Our client was using BillQuick to manage their time and billing for their service business. While BillQuick provides many useful forms and reports out of the box, they didn't match our client's needs. The client wanted the forms seen by clients, such as invoices, to reflect their established branding. They also needed to modify the functionality of some of the internal and external reports and forms to suit their business processes.
Solution: BillQuick uses Crystal Reports for all of their forms and reports. Because of our expertise and experience with Crystal, we were able to take the stock reports and modify them, both visually and functionally, to meet the client's requirements. The modified reports included:
- A custom invoice for printing on the client's letterhead stock
- A custom invoice for exporting to PDF, allowing the client to email their invoices
- A custom retainer invoice for printing on the client's letterhead stock
- A billing review report that allows the client to review all billable hours before generating invoices
- A timecard summary report to allow management to review all time worked by employees
