BEAM

beam runs your whole field-service business from one app — from the first call to the final payment.

Built for trades contractors — roofers, plumbers, electricians, HVAC, GC and remodel crews — beam replaces the pile of disconnected tools you use to quote, schedule, invoice, get paid, and stay compliant. Capture a job, build the estimate, do the work, collect payment, and watch your numbers update in real time.

WHAT YOU CAN DO

Capture every lead in one place
Snap a receipt, dictate a scope, or let inbound leads and emails flow straight into beam. Nothing falls through the cracks, and your review queue keeps the day in priority order.

Estimate in minutes, not hours
Describe the job by voice or text and the assistant builds the estimate with you — line items, materials, and pricing. Review it, send it for e-signature, and turn an approved quote into a scheduled job.

Schedule and run the work
Put approved jobs on the calendar, track phases and punchlists from the field, and keep crews moving. beam is offline-first, so it keeps working with no signal and syncs the moment you reconnect.

Invoice and get paid
Send invoices and collect card or ACH payments. Track draft, sent, paid, and overdue at a glance, and watch job costing and P&L update as money moves.

Pricing and procurement
Connect a supplier price source, import and review pricing, and keep your material costs current so your estimates stay accurate.

Permits and Notices of Commencement
beam prepares and tracks your permit paperwork and generates sign-ready Notice of Commencement PDFs. Important: beam prepares documents only — it never files, submits, notarizes, or records anything for you. You submit applications and notarize/record NOCs yourself, then record in beam that you did, so everything stays tracked in one place.

Government contracting (reference & tracking)
Track solicitations, certifications, awarded contracts, and compliance requirements. Match scores are non-binding suggestions — beam never bids or submits for you. You record your own bid/no-bid decisions and submit any proposals yourself.

Reporting you can trust
Estimates, invoices, payments, and job costs roll up into clear reporting and exports, with figures that line up so the numbers are easy to read in the field or the office.

WHY CONTRACTORS CHOOSE beam

- One system instead of five — intake, estimating, scheduling, invoicing, payments, permits, and reporting in a single app.
- Field-first design — big tap targets, fast screens, and an offline queue built for real job sites.
- Voice to estimate — talk through a scope and let the assistant draft it.
- Owner controls — staff can draft and present; pricing approval and send-for-signature stay with the owner.
- Mobile + web — work from your phone on site and your browser in the office.

PRICING

Crew — $49/month for a team of up to 5 users, with everything beam does: estimates, invoices, card/ACH payments, scheduling, jobs, punchlists, permits and government filings, CRM intake, reporting and exports.

Business — unlimited users licensed to your organization, with subcontractor management, custom pricing catalogs and assemblies, onboarding and data import, and dedicated support.

A NOTE ON COMPLIANCE
beam helps you prepare and track paperwork; it does not provide legal advice and does not file, submit, notarize, or record permits, Notices of Commencement, or government bids on your behalf. Those steps stay with you.

Download beam and run your trade business from first call to final payment.