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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.
Description
Maximize efficiency, increase job acquisitions, and receive payments more quickly by utilizing the Joist mobile and web application for swift estimates, polished invoices, and payment management. Secure more clients immediately with comprehensive and professional estimates that leave a lasting impression. Tailor your invoices to reflect your brand by incorporating your logo and sending them out with just a few clicks. Facilitate online payment acceptance to streamline your process, accelerate payment receipt, and eliminate unnecessary visits to job sites. Enhance your chances of winning more contracts and upselling by providing financing alternatives. Simplify your accounting tasks by integrating Joist with your Quickbooks Online accounts, allowing for seamless bookkeeping. Safeguard all your client data in a single, secure location that can be accessed conveniently from both mobile and web platforms, ensuring you have the information you need at your fingertips. This comprehensive approach helps to build a more efficient workflow.
API Access
Has API
API Access
Has API
Integrations
RemoteInterview.io
Pricing Details
$32 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Client Hub
Founded
2017
Country
United States
Website
clienthub.app
Vendor Details
Company Name
EverCommerce
Founded
2016
Country
United States
Website
www.joist.com
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
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
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
