In a perfect world, for business owners, their companies run like clockwork and they just have to focus on how to make more money. Staff and projects run without a hitch. Time and expenses are always recorded promptly. Clients don’t interrupt their workflow with phone calls and emails.
Also, the reports they need wait patiently on their desk or the desk of other decision makers – project managers, accountants and executives. There’s no need to remember to generate them on a daily, weekly or monthly basis. They’re just there when needed.
Now For the Real World
In the real world, a business owner is being pulled in ten different directions at once. Everything and everyone competes for your time. You make appointments with yourself to manage your firm.
As a result, making time to gather the information you need to make strategic and tactical decisions is difficult. You have to remember to run reports on the company’s profits or about a portfolio of projects. And, generating the report can take more time than expected.
Interviewed BillQuick customers say they spend 2 to 5 hours a month generating reports. In most firms, principals and managers generate their own reports, losing time as they wait.
Meet Your Virtual Report Assistant
Fortunately, this lost non-billable time can be recovered with BillQuick Agent, one of BillQuick’s Add-on applications.
Agent is a workflow automation tool you can use to select any BillQuick report with filters and then schedule it to print daily, weekly, monthly, or on any specified day.
You can also tell Agent where to deliver the report—your email inbox, a printer or your desktop. With BillQuick Agent your reports are waiting for you to review them. It saves project managers and owners more than 20 hours a month in non-billable hours.
Also, you can memorize BillQuick reports after applying filters to them or modifying their layout. And, you can tag the frequently used reports as your Favorite for easy access at a later time. BillQuick also remembers the applied filters for the last 100 reports run by you, even if they are not memorized.
BillQuick Agent is your virtual assistant for report management. It’s like the iPhone’s Siri except it doesn’t talk. And, instead of helping you find the nearest Starbucks, it helps you make money.
Related Resources:
- 1 Business Number You Need to Know
- Find It
- Webinar: BillQuick 101: An Introduction to BillQuick Reports
