Thousand Oaks ADU Builders automated their invoicing process and saved hours of time and effort per week.
Thousand Oaks ADU Builders is a Southern California-based general contractor specializing in ground-up ADUs—including attached, detached, and garage conversions.
Joey Sipos, Operations Manager, shares how Beam took the stress out of billing and transformed the way they work.
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Challenge
Before using Beam, invoicing was a tedious, complicated, and frustrating process. It required a lot of manual effort, especially when it came to keeping track of what needed to be invoiced for which project and when, along with any additional costs incurred.
Solution
One of the biggest reasons we chose Beam was the client-facing billing system. Now, our clients can review, approve, and track status of all project invoices and change orders in one spot, a streamlined and professional experience that just isn’t possible with QuickBooks alone.
The budget feature was another key factor—it gives us a clear view of what’s been budgeted versus what’s been spent, which has been incredibly helpful for financial planning. Personally, I really appreciate how easy it is to track client payments. With the payment history feature, I can quickly see if an invoice has been sent, viewed, or paid.
I was excited to discover that Beam supports construction-specific billing methods like milestone billing, which I used to manage manually with QuickBooks and spreadsheets. Now, I can create project milestones and invoice directly from them without leaving the platform. Change orders are seamlessly integrated, automatically updating the relevant budget items and invoices once they’re approved without me lifting a finger.
Results
My experience with Beam has been fantastic. Tracking our finances is so much easier, and overall, it has simplified the entire invoicing process to save me at least 2 hours a week of time and effort.
Our clients feel the same. It’s much faster and easier for them to review invoices and submit payments, and on average, we’re seeing them pay at least 2x faster compared to when we used QuickBooks.
Working with the Beam Team has been an absolute pleasure—they’re always kind, responsive, and willing to jump on a call whenever I have questions or concerns. I really appreciate how proactive they are, constantly checking in to ensure everything is running smoothly. It’s clear that they genuinely care about their customers, and that has made all the difference.
Time is money. Save both.
Join hundreds of contractors that trust Beam to organize project finances and stay on budget.
