EngineerOffice — Key Features
EngineerOffice is a comprehensive, intuitive and user-friendly project management software solution designed specifically for engineering firms. With robust tools such as Contact and Project Management, Document Management, Time and Expense Tracking, Billing, Calendaring and Reporting, EngineerOffice is a central portal for nearly all the functions necessary to run your firm.
- Accessible anywhere, anytime
- You don't need to be tethered in your office to enjoy all the features of EngineerOffice. You have access to your valuable information from any location and from any computer. Using Java WebStart technology, there is no software to install on workstations. The EngineerOffice 2010 server automatically deploys the thin-client application and updates them automatically. Better yet, EngineerOffice deploys automatically to any computer Mac or PC, regardless of operating system and platform!
- Unlimited Business Dashboards
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Each employee has unique needs and preferences. EngineerOffice lets privileged employees create unlimited dashboards employing sophisticated charting technology. EngineerOffice dashboards also include portals into contacts, time and expense records and calendar. See the right information at the right time!
- Easy Time and Expense Tracking
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Not only is the EngineerOffice timecard simple, fast and smart, its fun to use which helps encourage employees to enter this critical information. The EngineerOffice timecard is smart enough to know which active job codes should be displayed when entering time on project phases. Employees instantly see their weekly hours, utilization and realization rates. Better yet, as they enter time, they are automatically notified about project performance. This helps make your firm efficient and profitable.
- Project Efficiency and Profitability Monitoring
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Instantly see the profitability of your projects. It's never been easier to understand your profit centers, where you may need improvement and which employees are contributing to profits or loses.
- Custom Project Performance Charts
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Stay on top of your projects using the EngineerOffice performance charts. Charts display Receivables/Aging, Billing Hours, Monthly Invoicing, Billing Efficiency and Profitability, and can be customized to display information just the way you want it. There's no limit to the number of charts you customize. And, as with everything in EngineerOffice - it's always real-time information.
- Powerful Task Management Capabilities
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Through our customizable checklist system, not only will your firm achieve the highest quality control, you're also able to allocate resources to project tasks and compare budgets to actual data coming from your employee timecards. We meet the needs of some of the most sophisticated Project Managers.
- Robust Document Management
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EngineerOffice can manage any digital asset, from emails, contracts, meeting minutes to CAD files. You name it. You can even make unlimited document templates out of some of your favorite applications and have EngineerOffice merge data into them! Move project documents anywhere you want; archive them, move them into the cloud. Perfect if you have multiple offices and want certain project documents to remain local?
- Folder Syncing
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Because not everything you do in your firm is done within EngineerOffice, we've created folder synching. Its intelligent and effortless: simply click the project's Folder Sync button and EngineerOffice scans the project documents folder creating records for anything created outside of EngineerOffice.
- Drill-down into Project Phases and Job Codes
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It's not enough to simply budget projects by Phase. EngineerOffice offers drill-down technology allowing you to budget phases and break out your consultant's fees from your engineering services. You can even assign budgets for employees or groups of employees. You can even create sub-codes, making it easier to separate items in your Additional Services job codes.
- Contact and Project Notes
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Stay organized and share critical information about your clients, contacts and projects. No more using sticky notes or Word documents to track phone calls or general notes. Now they can be entered, searched, filtered and printed.
- Custom Reports and Invoice Templates
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EngineerOffice includes a powerful reporting engine allowing you to customize and create new reports and invoice templates. You control the content, look and feel of every report. You decide whether to build your own custom reports and invoices or have our BQE Report Team build them to your requirements for a modest fee. Free quotes are provided before any work is done.
- Performance, Security and Scalability
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EngineerOffice includes a Sybase SQL Server on the backend. All data between the client and the server is encrypted using 128-bit SSL encryption. Speed and security are not limited by the size of your firm. Within EngineerOffice assign security settings by Group. If necessary, further tweak your settings at the employee level.
- Project Templates for Fast Project Creation
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Define existing projects as templates for future work. When a template is selected for new projects, EngineerOffice knows the project team, billing rates, Project Phases and Codes, Milestones, Checklist and Task assignments and budgets. It even knows the billing method and fee schedule.
- Project Teams
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EngineerOffice allows you to create an unlimited number of Project Teams. Teams are comprised of employees, their roles, billing rates and time/expense approval authority. Now an entire team of employees can be added to a project in one step.
- Integration with Microsoft Outlook
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EngineerOffice contacts, emails and calendar events are fully integrated with Microsoft Outlook. EngineerOffice monitors specified folders within Outlook so all your project related emails are added to the database along with their attachments. By syncing EngineerOffice contacts with Outlook, it's easy for you to access your business contacts from your iPhone or Blackberry, modify them and have that data synced with EngineerOffice the next time you login. By syncing your EngineerOffice calendar with Outlook, events created by your staff can be available to you from your PDA.
- Integration with Entourage / iCal / Apple Mail / Address Book
- EngineerOffice contacts, emails and calendar events are fully integrated with Microsoft Entourage as well as Apple's own suite. EngineerOffice monitors specified folders within Entourage and Apple Mail so all your project related emails are added to the database along with their attachments. By syncing EngineerOffice contacts with Entourage or AddressBook, it's easy for you to access your business contacts from your iPhone or Blackberry, modify them and have that data synced with EngineerOffice the next time you login. By syncing your EngineerOffice calendar with Entourage or iCal, events created by your staff can be available to you from your iPhone.
- Submittal, Drawing and RFI Tracking
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EngineerOffice makes it easy for you to log submittals, assign them to employees for review, associate documents and report on the status. You can even add the submittal review to your employees To-Do list. RFI and drawings logs are also available making EngineerOffice a robust Construction Administration package.
- Internal, RFP and Billable Project Types
- EngineerOffice treats each Project Type with different rules. Internal projects make it easy for you to monitor your overhead work, and easily report on employee's paid time off. RFP (request for proposal), projects allow you to track time and costs associated with marketing efforts that may turn into a real project. These costs are included in the awarded projects costs so profitability is truly known.
- Powerful Data Mining Capabilities
- EngineerOffice has a powerful data mining capability with enhanced search requests throughout the system. In any module you can define an unlimited number of queries before executing them. You can even extend and reduce your previous search without starting over. This provides for an unlimited degree of flexibility.
- Navigation Menus and Keyboard Shortcuts
- You can navigate throughout EngineerOffice, performing your most commonly used functions using only your keyboard. This is one of our favorite features because it allows the user to navigate far more quickly within EngineerOffice when compared to using the mouse.
