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Features

Explore some of the key features in the order you are likely to use them
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A new or existing client needs to get something done.

Projects

Create a New Project

Create a new project and enter any notes gathered from your meeting or that might have been sent to you via email, and centrally store them for everyone to access.
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Quote or Estimates

Prepare a Quote

One of the first things you are likely to do after creating the project is prepare a quote or two.
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Themes

Preview &
Send a Quote

You can preview your quote at any time to see how it's going to look when you send it. Once you're happy with it, you can send it to your client via email as a PDF attachment. A copy of the PDF gets saved under your project along with the message you sent with the email.
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Features

Mark Quote as Approved

When your client approves one of your quotes, you can mark it approved so your team is on the same page. You'll also be able to track your project’s progress against this quote.
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Tasks from Quotes

Create Tasks &
Milestones from Quotes

Whether you have a team of two or 200, our shared team inboxes keep everyone on the same page and in the loop. Leverage automation to move fast, while always giving customers a human, helpful experience.
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Simple Milestones

Never miss a Deadline

Your Dashboard gives you a visual check on any upcoming milestones as well as any associated tasks, so you'll see if there is a possibility you might miss a deadline.
Tasks can be connected to Milestones.
View in Calendar or Gantt View
Ensure you meet your deadline.
Tasks

Manage Tasks

Control who does what and when via the Task Manager. Simply put the tasks in the order they should be done.
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Expenses

Take Control of Project Expenses

Add Expenses (AKA Purchase Orders) under your Project to track costs. Everyone can see where things are at.
Report on Products & Services
View a Project P&L
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Project P&L

Check Project Financials

View the Project Snapshot to see how your
Project is tracking from a financial perspective.
Think of it like a mini Project P&L.
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Invoice your Project

Once you’re done, you can invoice the project. Yah! Do this directly from your approved quote, or you can create an invoice from time logged against completed tasks. It’s up to you.
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Who Owes Me?

See what’s Outstanding

Keep track of all outstanding invoices in the Who Owes Me report. Payments applied to invoices are updated immediately. So everyone sees it in real time. No more waiting for systems to sync.
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Expense Payments

Approve Payments

Beeswax gives you a workflow for managing which expenses get paid and when they get paid. Great for managing cash flow.
Decide who gets paid and when.
A simple but effective workflow.
Take control over your precious cash flow.
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Features

Reconcile your Bank Accounts

One of the most important accounting activities each and every business needs to do. Not only is it super simple to do in Beeswax, but you'll get all the real-time goodness that comes from doing it, the same program you use for everything else.
If something isn't right, you'll see it.
If things change, you'll see it.
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Oh, and one more thing

Tax Reports

Yep! Prepare your TAX, VAT, BAS, GST (whatever you call it in your region) without ever leaving Beeswax.