Beam

Torrey Rawlings Updated by Torrey Rawlings

XactRemodel and Beam have partnered to provide you with enhanced project opportunities, allowing you to estimate and budget seamlessly throughout your projects. Beam facilitates invoicing, expense management, budgeting, bill payments, and faster payment processing. Additionally, Beam offers a program-specific card for easy expense tracking and supports change order management. With XactRemodel, starting is simple—just upload your .csv file into your estimate in Beam.

Importing your estimate into Beam

Once your estimate is complete in XactRemodel, you can import it effortlessly into Beam without any setup. To sign up with Beam, visit https://app.trybeam.com/sign-up.

Exporting your estimate from XactRemodel

  1. Log in to XactRemodel at https://app.xactremodel.com/login.
  2. Open the project you want to import into Beam.
  3. Go to the Reports tab within your project.
  4. Click on CSV Export to download your estimate as a .csv file automatically.

Importing your estimate into Beam and emailing it to the client

  1. Log in to Beam at https://app.trybeam.com/login.
  2. Go to the Estimate tab and click on Create Estimate.
  3. Enter the basic information for the estimate and click Next.
  4. Click on Import from... and select XactRemodel.
  5. Upload your .csv file and click Import.
  6. Input accounting codes (these can be added later) and click Next.
  7. Add additional details for the client estimate and click Next.
  8. Enter email details and click Send.

What to do once your estimate is imported into Beam

After your project estimate is accepted by the client, Beam offers a range of features to support your project management:

  • Set up a payment schedule with your client.
  • Create invoices.
  • Input and track your budget, expenses, bills, and contracts with subcontractors.

To learn more about Beam and its offerings, visit https://www.trybeam.com/ or schedule a demo at https://www.trybeam.com/demo.

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