Projects
& Accounts

Together at Last!

Beeswax is a cloud-based Project, Task and Accounting system in one.

Designed specifically with the business owner in mind, it provides a simple yet comprehensive management tool that helps boutique creative businesses manage their day to day operations.

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The Workflow

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Quotes

We call them Quotes but you might know them as Estimates or Proposals.

"A spade's a spade under any other name".

Regardless of what you call them, Beeswax makes it super simple to create Quotes that will not only impress your clients but will save you heaps of time.
You can save them as templates of course...that's a given, but more importantly, you can create Tasks directly from your Quote's line items.

Create Tasks

Create Tasks directly from a Quote. No more copying and pasting or re-entering information you’ve already spent time preparing. We call it the DRY (Don’t Repeat Yourself) approach.
A well-prepared Quote should already be broken down into specific actionable tasks.  Why do all that work twice!.

Manage Tasks

Tasks are where the work gets done. It’s where Users spend most of their time. Just like many things in Beeswax, Tasks have been designed to address the challenges that most small businesses face each and every day...It’s the Beeswax way.

Milestones

Milestones allow you to link any associated tasks with them so you can see at a glance what’s coming up and if you’re in danger of missing a milestone based on all the time left to do on those associated Tasks.

Expenses

Manage all your Expenses under each Project with ease. Your Managers or Admin staff will be able to see what has or has not been PAID.Upload Supplier Invoices and attach to each Expense. You’ll never need to ask for a copy of that supplier invoice again.

Invoices

You can create an Invoice directly from an existing Quote or create an Invoice from Time logged. It’s up to you. Then either send a PDF via email or print it out and send it old school…snail mail!

You can select from a number of different themes for your Quotes and Invoices. There’s one to suit every business. Plus you can choose the level of detail you wish to show on your invoices. Sometimes less is better.

Dashboard

Wished you had more visibility over your entire business. The Dashboard gives you a helicopter view over everything. See what everyone is doing right now…as in right now.

Know immediately if there are Invoices overdue. See what Milestones are coming up soon. Yes. Things that you would normally have to have an internal production meeting about or have someone pull a report for you.

Schedule

Schedule a recurring Invoice or Expense. Have it sent to your client by email automatically each month… or any other time you choose.

Notes

Add legal or contractural information to your Invoices. This can be as simple or as complex as you like.

Save Templates

Save a template for use later on. Or Import one that you that you use all the time. Remember DRY (Don’t Repeat Yourself).

Group Items

Create impressive Quotes and Invoices with Grouped sections. This feature allows for better presentation of complex Quotes and Invoices.

More features than you can poke a stick at!

See All Features