Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

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

Alternatives

GCPay Reviews

GCPay

Autodesk

Alternatives

BEAMS Reviews

BEAMS

BEAMS Software
Basil Reviews

Basil

CoralTree