Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Beam serves as a comprehensive platform for construction and financial management, aimed at assisting contractors in overseeing sales, finances, compliance, and operational tasks all within one system. By integrating various tools such as spreadsheets, emails, shared drives, and accounting solutions, it streamlines workflows and enhances efficiency. Key features of Beam encompass estimating and proposal creation, invoicing alongside online payment options, management of change orders, bill payments, card and expense tracking, as well as daily logs and task management, complemented by a cash management account. The platform also utilizes job costing to boost project profitability, automates lien waiver collection through lien waiver management, and provides compliance monitoring for insurance and licensing requirements. Furthermore, the client portal enhances communication with clients by allowing the delivery of professional estimates, invoices, and change orders. In addition, the Beam Visa Card streamlines receipt capture, improves financial liquidity, and offers a 1% cash back incentive. Seamlessly integrating with QuickBooks Online, Beam ensures efficient bookkeeping while providing contractors with the tools necessary to manage their projects effectively. With these robust features, Beam stands out as a vital asset for contractors looking to simplify their operations and enhance their financial management.
Description
Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.
API Access
Has API
API Access
Has API
Integrations
CompanyCam
Dash Solutions
QuickBooks Online
XactRemodel
busybusy
Integrations
CompanyCam
Dash Solutions
QuickBooks Online
XactRemodel
busybusy
Pricing Details
$200 per month
Free Trial
Free Version
Pricing Details
$32 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Beam
Country
United States
Website
www.trybeam.com
Vendor Details
Company Name
Client Hub
Founded
2017
Country
United States
Website
clienthub.app
Product Features
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets
Product Features
Digital Workplace
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management