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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
No
API Access
Has API
No
Pricing Details
$32 per user per month
Billed annually
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
Yes
Calendar Management
No
Chat / Messaging
Yes
Content Management
Yes
Document Management
Yes
Employee Directory
No
File Sharing
Yes
Knowledge Management
No
Surveys & Feedback
No
Task Management
Yes
Product Features
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
No
Plumbing Estimating
Yes
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
Yes
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
Yes
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
Yes
Estimating
No
Incident Reporting
No
Mobile Access
Yes
Offline Access
Yes
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No
