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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
Craft design proposals that resonate with the typical prospective client by structuring your document into well-defined sections and categories, creating a narrative that aligns with their project vision. Many clients often require guidance when selecting fixtures, so incorporating Allowance Items can help present a comprehensive estimate. It's important to remember that not every proposal is accepted on the first attempt; therefore, utilizing the addendum feature allows you to amend estimates and clearly delineate any revisions from the original proposal. When a project is confirmed, the likelihood of needing adjustments increases, and that's where Change Orders come in, enabling you to document additional work and formalize agreements in writing for both you and your client. A structured payment plan is typically essential for most projects; by leveraging the payment terms form, you can effortlessly create, modify, and save payment structures tailored to each project. If you frequently find yourself working on similar jobs, utilizing templates can significantly streamline the estimate writing process, saving you time and effort. With such a variety of tools at your disposal, the possibilities for enhancing your proposals are truly limitless!
API Access
Has API
API Access
Has API
Integrations
CompanyCam
Dash Solutions
PayPal
QuickBooks Online
XactRemodel
busybusy
Integrations
CompanyCam
Dash Solutions
PayPal
QuickBooks Online
XactRemodel
busybusy
Pricing Details
$200 per month
Free Trial
Free Version
Pricing Details
$19.99 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
EZcontractPRO.com
Founded
2018
Country
United States
Website
www.ezcontractpro.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
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Contractor Management
Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking
Electrical Estimating
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
Plumbing Estimating
Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff
Remodeling Estimating
Cost Database
Quote Management
Residential Construction Estimating
Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff
