Average Ratings 35 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Provide the information you need to principals, project managers, or your entire staff quickly and easily. The powerful dashboard of BQE CORE allows you to monitor KPIs such as project performance, time and expenses, profitability, and other important metrics. You can monitor the status of each phase and track progress. You can also compare actual and budgeted hours and costs so that nothing slips through the cracks. Use interactive Gantt charts to efficiently allocate resources and forecast accurately every time. CORE CRM is specifically designed to manage professional services' new sales opportunities, activities and performance. Learn how BQE CORE can help you focus on the most important parts of your practice and manage client projects. Book your own personalized demo today!

Description

Increase your sales and enhance service quality by unlocking your organization's full potential with our Sales, Installation, and Warranty Management Software. Our proactive timers and alerts keep every task on track, ensuring that nothing is overlooked. With a focus on efficiency, the software collects accurate information and removes the hassle of duplicate data entry. It promotes productivity by enabling you to complete tasks correctly on the first attempt, thus minimizing the chances of callbacks. Accountability is improved as the platform offers real-time data and analytics, providing better visibility across all departments. We take pride in being a trusted partner for both large enterprises and small businesses alike. InsightPro Warranty & Service Management makes the claims process simpler by optimizing it from start to finish, creating a streamlined system that accelerates claim resolution, cuts costs, and maintains thorough oversight. Designed for user-friendliness, this cloud-based solution requires minimal setup, allowing for rapid deployment and immediate benefits for your organization. By adopting this innovative software, you can enhance your operational efficiency and achieve greater control over your service management processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am CPACharge Yes 
8am ClientPay Yes 
ArchiSnapper Yes 
Box Yes 
Dropbox Yes 
Google Drive Yes 
MYOB Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Stripe Yes 
Tax1099 Yes 
Vergo Yes 
Xero Yes 

Integrations

8am CPACharge No 
8am ClientPay No 
ArchiSnapper No 
Box No 
Dropbox No 
Google Drive No 
MYOB No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Stripe No 
Tax1099 No 
Vergo No 
Xero No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BQE Software

Founded

1995

Country

United States

Website

go.bqe.com/sourceforge-bqe-core/

Vendor Details

Company Name

InsightPro

Founded

2014

Country

United States

Website

www.insightpro.com

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material No 
Building Information Modeling No 
Client Management No 
Contact Management No 
Contract Management No 
Document Management No 
Drafting No 
Manufacturing Design Data No 
Presentation Tools No 
Project Management No 
Proposal Management No 
Quotes/Proposals No 
Visualization / Presentation No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments Yes 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders No 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking No 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management No 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools No 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management Yes 
Expense Tracking No 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking No 
Reimbursement Management Yes 
Time Tracking by Client No 
Time Tracking by Project No 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Warranty Management

Contract Management Yes 
Eligibility Verification Yes 
For Field Service Yes 
For General Contractors Yes 
For Manufacturers Yes 
Parts Management No 
Policy Management Yes 
Product Registration Yes 
Repair Management Yes 
Returns Management Yes 
Service Management Yes 
Warranty Tracking Yes 

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