Information and time managing system and method

• US 20030220806A1
• Filed: 12/06/2002
• Published: 11/27/2003
• Est. Priority Date: 05/23/2002
• Status: Abandoned Application

• Current Assignee: Efrogg Com, Mycustomsite Com LLC, Q2 LLC
• Original Assignee: Q2 LLC
• Inventors: Hoffman, Kevin, Cormack, Chris, Anzalone, Jim
• Application Number:
  US10/310,979
• Publication Number:
  US 20030220806A1
• Time in Patent Office: Days
• US Class Current: 705/1
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 50/16 Real estate
• CPC Class Codes: G06Q 50/18 Legal services

Abstract

In order to keep track of the activities involved in various business, an information and time management system has been developed. In an embodiment of the invention, several modules have been communicatively coupled to provide a complete and reliable system of keeping a user of the system informed of all due dates and activities.

Claims

1. An information and time managing system accessible by end users, comprising:

a folder module adapted to contain information about an item, deadline or transaction;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter information from the folder module to compile reports for end users of the information from the folder module;

a calendar generating module communicatively coupled to at least one of the folder module and the reports module, wherein the calendar generating module comprises a data base of stored features, wherein the calendar generating module manipulates information from the folder module using the data base of stored features to compile calendars; and

a display interface for displaying reports from the reports module and calendars from the calendar generating module.

2. The system of claim 1, wherein the reports module generates reports which include contingent due dates from the start of a transaction through completion for an individual entry or for multiple entries.

3. The system of claim 1, wherein the reports module highlights due activities and critical tasks in a report.

4. The system of claim 1, wherein the reports module displays activities in a calendar format which can include a daily, weekly or monthly format.

5. The system of claim 1, wherein the reports module displays calendars with names of responsible parties for each activity listed in the calendars.

6. The system of claim 1, wherein the reports module comprises a transaction management report module, a due dates report module, an open activities report module, a completion step module, a meeting scheduling module and/or a reports archive module.

7. The system of claim 6, wherein the reports module comprises a transaction management report module, wherein the transaction management report module comprises an information compiler capable of organizing information and generating reports, and wherein the transaction management report module organizes information into predefined categories and displays the organized information in their predefined categories.

8. The system of claim 7, wherein the transaction management report module generates reports of transactions, cases, accounts, delivery statuses or reservations.

9. The system of claim 7, wherein the transaction management report module displays all activities in a calendar format which includes a daily, weekly or monthly format.

10. The system of claim 7, wherein the transaction management report module generates reports on pending transactions from the folders module.

11. The system of claim 7, wherein the transaction management report module generates reports which include organized listings of any information by predefined category.

12. The system of claim 7, wherein the transaction management report module is used for real estate transactions and generates a report of pending real estate property sales.

13. The system of claim 7, wherein the transaction management report module is used for general contracting purposes and generates a report of active current projects.

14. The system of claim 7, wherein the transaction management report module is used for attorney docketing and generates a report of pending cases.

15. The system of claim 7, wherein the transaction management report module is used for government case docketing and generates a report of pending cases.

16. The system of claim 7, wherein the transaction management report module is used for accounting docketing and generates a report of pending accounts.

17. The system of claim 7, wherein the transaction management report module is used for sales applications and generates a report on items or parcels pending sales completion.

18. The system of claim 7, wherein the transaction management report module is used for delivery services and generates a report on items or parcels pending delivery completion.

19. The system of claim 7, wherein the transaction management report module is used for scheduling and access management applications and generates a report on reservation made.

20. A real estate information and time managing system accessible by end users, comprising:

a folder module adapted to contain information about a Realtor, a real estate property location, features and price, a new construction property location, features and price, transaction deadlines or names and addresses of parties to a real estate transaction;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter information from the folder module to compile reports on real estate transaction due dates, inspection dates, financing dates, settlement dates, transactions dates or completion date for end users of the information from the folder module, and wherein the reports module comprises a transaction management report module, a due dates report module, an open activities report module, a completion step module, a meeting scheduling module and/or a reports archive module, and wherein the transaction management report module lists at least one pending real estate property for sale or currently under contract;

a calendar generating module communicatively coupled to at least one of the folder module and the reports module, wherein the calendar generating module comprises a data base of stored features, wherein the calendar generating module manipulates information from the folder module using the data base of stored features to compile calendars of closing dates, contract contingency dates, inspection dates and/or settlement dates; and

a display interface for displaying reports from the reports module and calendars from the calendar generating module.

21. A general contracting information and time managing system accessible by end users, comprising:

a folder module adapted to contain names and addresses of clients, subcontractors and suppliers, completion dates for phases of a construction, and/or supplies needed for the construction;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter information from the folder module to compile reports on due dates, open activities, current projects under construction, and/or future projects for future construction for end users, and wherein the reports module comprises a transaction management report module, a due dates report module, an open activities report module, a completion step module, a meeting scheduling module and/or a reports archive module, and wherein the transaction management report module lists at least one of the current projects under construction by a general contractor;

a calendar generating module communicatively coupled to at least one of the folder module and the reports module, wherein the calendar generating module comprises a data base of stored features, wherein the calendar generating module manipulates information from the folder module using the data base of stored features to compile calendars with estimated dates of construction and completion for projects or specific subcontractors and completion dates for each subcontractor'"'"'s associated portions of the projects; and

a display interface for displaying reports from the reports module and calendars from the calendar generating module.

22. An attorney docketing information and time managing system accessible by end users, comprising:

a folder module adapted to contain names and addresses of clients, outside contacts or other contacts, due dates or case information;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter the names and addresses of clients, outside contacts or other contacts, due dates or case information from the folder module to compile reports for end users of the names and addresses of clients, outside contacts or other contacts, due dates or case information from the folder module, and wherein the reports module comprises a transaction management report module, a due dates report module, an open activities report module, a completion step module, a meeting scheduling module and/or a reports archive module, and wherein the transaction management report module lists at least one of the pending cases for an attorney;

a calendar generating module communicatively coupled to at least one of the folder module and the reports module, wherein the calendar generating module comprises a data base of stored features, wherein the calendar generating module manipulates the names and addresses of clients, outside contacts or other contacts, due dates or case information from the folder module using the data base of stored features to compile calendars with preset trial deadlines, settlement conference dates, trial schedules or other docket related dates; and

a display interface for displaying reports from the reports module and calendars from the calendar generating module.

23. A government case docketing information and time managing system accessible by end users, comprising:

a folder module adapted to contain names and addresses of clients, subcontractors or suppliers, construction information, completion dates for phases and/or supply information;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter the names and addresses of clients, subcontractors or suppliers, construction information, completion dates for phases and/or supply information from the folder module to compile reports for end users of the names and addresses of clients, subcontractors or suppliers, construction information, completion dates for phases and/or supply information from the folder module, and wherein the reports module comprises a transaction management report module, a due dates report module, an open activities report module, a completion step module, a meeting scheduling module and/or a reports archive module, and wherein the transaction management report module lists at least one of the pending cases in a government agency;

a calendar generating module communicatively coupled to at least one of the folder module and the reports module, wherein the calendar generating module comprises a data base of stored features, wherein the calendar generating module manipulates the names and addresses of clients, subcontractors or suppliers, construction information, completion dates for phases and/or supply information from the folder module using the data base of stored features to compile calendars; and

a display interface for displaying reports from the reports module and calendars from the calendar generating module.

24. An accounting docketing information and time managing system accessible by end users, comprising:

a folder module adapted to contain names and addresses of clients, employees or other contacts, accounts payable and/or receivable information, cash balances, payment dates and/or audit dates;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter the names and addresses of clients, employees or other contacts, accounts payable and/or receivable information, cash balances, payment dates and/or audit dates from the folder module, and wherein the reports module comprises a transaction management report module, a due dates report module, an open activities report module, a completion step module, a meeting scheduling module and/or a reports archive module, and wherein the transaction management report module lists at least information from a pending account or an employee;

a calendar generating module communicatively coupled to at least one of the folder module and the reports module, wherein the calendar generating module comprises a data base of stored features, wherein the calendar generating module manipulates the names and addresses of clients, employees or other contacts, accounts payable and/or receivable information, cash balances, payment dates and/or audit dates from the folder module using the data base of stored features to compile calendars; and

a display interface for displaying reports from the reports module and calendars from the calendar generating module.

25. A sales transaction information and time managing system accessible by end users, comprising:

a folder module adapted to contain names and addresses of clients and suppliers, payment and delivery dates, and/or inventory information;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter the names and addresses of clients and suppliers, payment and delivery dates, and/or inventory information from the folder module to compile reports for end users of the names and addresses of clients and suppliers, payment and delivery dates, and/or inventory information from the folder module, and wherein the reports module comprises a transaction management report module, a due dates report module, an open activities report module, a completion step module, a meeting scheduling module and/or a reports archive module, and wherein the transaction management report module lists a sales status of at least one of the items for sale;

a calendar generating module communicatively coupled to at least one of the folder module and the reports module, wherein the calendar generating module comprises a data base of stored features, wherein the calendar generating module manipulates the names and addresses of clients and suppliers, payment and delivery dates, and/or inventory information from the folder module using the data base of stored features to compile calendars; and

a display interface for displaying reports from the reports module and calendars from the calendar generating module.

26. A delivery service information and time managing system accessible by end users, comprising:

a folder module adapted to contain names and addresses of clients, deadlines for deliveries, delivery instructions, parcel information, and/or payment information;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter the names and addresses of clients, deadlines for deliveries, delivery instructions, parcel information, and/or payment information from the folder module to compile reports for end users of the names and addresses of clients, deadlines for deliveries, delivery instructions, parcel information, and/or payment information from the folder module, and wherein the reports module comprises a transaction management report module, a due dates report module, an open activities report module, a completion step module, a meeting scheduling module and/or a reports archive module, and wherein the transaction management report module lists the delivery status at least one of the parcels for delivery by the delivery service;

a calendar generating module communicatively coupled to at least one of the folder module and the reports module, wherein the calendar generating module comprises a data base of stored features, wherein the calendar generating module manipulates the names and addresses of clients, deadlines for deliveries, delivery instructions, parcel information, and/or payment information from the folder module using the data base of stored features to compile calendars; and

a display interface for displaying reports from the reports module and calendars from the calendar generating module.

27. A scheduling and access management information and time managing system accessible by end users, comprising:

a folder module adapted to contain names and addresses of parties who have made reservations or are part of the reservation, dates and times of reservations and/or information on reserve-able items;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter the names and addresses of parties who have made reservations or are part of the reservation, dates and times of reservations and/or information on reserve-able items from the folder module to compile reports for end users of the names and addresses of parties who have made reservations or are part of the reservation, dates and times of reservations and/or information on reserve-able items from the folder module, and wherein the reports module comprises a transaction management report module, a due dates report module, an open activities report module, a completion step module, a meeting scheduling module and/or a reports archive module, and wherein the transaction management report module lists at least one reservation in the system;

a calendar generating module communicatively coupled to at least one of the folder module and the reports module, wherein the calendar generating module comprises a data base of stored features, wherein the calendar generating module manipulates the names and addresses of parties who have made reservations or are part of the reservation, dates and times of reservations and/or information on reserve-able items from the folder module using the data base of stored features to compile calendars; and

a display interface for displaying reports from the reports module and calendars from the calendar generating module.