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Home » Project Management » Project Trackers » QuickRef Project Assistant
        QuickRef Project Assistant

If you bill by the hour, QuickRef can make your life easier. It tracks time, expenses, to-do items, and keeps all your notes organized and easy to find. If you are working alone or in a group, QuickRef is the answer to all your record keeping and reporting needs.

Entrepreneurs, consultants, and other small business people don't have time for keeping elaborate records of everything they do. But the fact is they still need to know what they've done down the road. Whether you are working alone or in a group, and no matter what sort of work you do, QuickRef Project Assistant is the answer - it keeps all your crucial project specific information organized, and available for quick reference.

Need to submit a proposal? - itemize the work in the form of to-do items, and QuickRef will generate the proposal on your company letterhead. If you get the job, use those same to-do items as your checklist as you go, and record the actual time when you finish each one up. When finished, QuickRef will create an invoice as well!

                                                                


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QuickRef 3.0 is a multi-user, network program - everyone in your office works in the same data files at the same time, so everyone knows what everyone else is working on in real time. Laptop users can operate disconnected, and the program automatically "two-way" synchronizes with the network next time they connect. Permanently archive records on closed projects, maintaining instant access for future reference.

QuickRef is not traditional, cumbersome "project management" software - it doesn't force you to make charts and graphs, and it is not a scheduling program. It's focus is simply on recording what you have done, so that you can report on it later (without a lot of effort). It creates status reports, comparison reports, and more, and can automatically publish them to your office intranet if desired. QuickRef does not require that you conform to a new project numbering scheme; it will work with just about any existing system you may already have in place.

Features:

  • Tracks time, expenses, to-do and to-buy items, mileage, and keeps all of your notes organized and easy to find.
     
  • Creates status reports, proposals, invoices, to-do lists, lists of things to buy, and purchasing check lists.
     
  • Status reports for either single or multiple projects, include time comparisons between different projects for the current month or past 30 days. Tailor reports to include as much or as little information you wish to share, and automatically publish them to your office network.
     
  • Anyone in your office can access and print your reports with Microsoft Internet Explorer, even if they don't have QuickRef installed.
     
  • The appearance of all reports and lists can be tailored to suit your tastes, including foreground and background colors, fonts, and text size.
     
  • Graphics can be attached to either the top and side of reports, allowing you (in most cases) to exactly match the look of your existing company stationary.
     
  • Line items for both time and expenses may be sub-divided under up to nine different categories, with different hourly rates for time. Proposals and invoices will show a breakdown by category, and calculate totals per the rates you provide.

                                                                        


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