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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

DepositFix is a comprehensive B2B payment and billing solution that streamlines the entire lead-to-cash journey by integrating payments, CRM, and QuickBooks into one cohesive platform. It accommodates various B2B payment needs, including ACH and eCheck, card-not-present transactions, virtual terminals, surcharging, and dual pricing, facilitated through multi-gateway routing and embedded checkout forms. Additionally, it manages hosted payment pages, product catalogs, discount codes, and one-click upsells. The billing features encompass recurring and progressive billing options, automatic sales tax calculations, client self-service portals, and quote-to-cash workflows. Its invoicing capabilities include customizable invoices, bulk batch creation, pay-by-link options, Excel-based invoicing, and automated invoice presentment and reconciliation. Moreover, with seamless integrations for platforms like HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, DepositFix provides a consolidated view of payment data, significantly reducing the need for manual data entry and reconciliation processes. This all-in-one solution not only enhances efficiency but also improves overall financial management for businesses.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Authorize.Net
Bill & Pay
CardConnect
CompanyCam
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
Jobber
Meta Ads
Microsoft Excel
PayPal
QuickBooks Online
QuickBooks Payments
ServiceTitan
XactRemodel
Zapier
monday work management

Integrations

Authorize.Net
Bill & Pay
CardConnect
CompanyCam
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
Jobber
Meta Ads
Microsoft Excel
PayPal
QuickBooks Online
QuickBooks Payments
ServiceTitan
XactRemodel
Zapier
monday work management

Pricing Details

$200 per month
Free Trial
Free Version

Pricing Details

$190 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

DepositFix

Founded

2014

Country

United States

Website

www.depositfix.com

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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

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