Estimates that help you win more jobs with less effort

Build and send estimates in minutes. Spend more time winning jobs and growing your business.

  • Save templates, control margins, and customize formatting
  • Track email opens and accept digital approvals
  • Easily convert to project budgets, contracts, and invoices
A project manager using his phone to review billings on the Beam platform.
Estimate templates & formatting

Estimate more accurately

With Beam's construction estimating software, you can build and reuse estimate templates and measure your target profit margin automatically to reduce human error.

Stop relying on manual calculations and double-entry from spreadsheets. Beam automatically converts your estimate to a contract upon acceptance so you can send your first invoice in seconds.

1

Add sections, items, and fees

Organize your estimate into sections, itemized costs, fees, and discounts. Optionally categorize each item for easier job costing.

2

Set markup & format your proposal

Choose a markup to hit your target profit margin. Then, customize whether you'd like to show pricing or markup to the customer.

3

Send the estimate and make revisions

After sending, you can easily revise estimates and send new versions to win the job.

Email tracking

Win more jobs with the right data

Get notified whenever a lead opens an estimate email or views the estimate page so you can proactively reach out.

Monitor your outstanding estimates and send reminders.

See estimate vs. actuals on past projects to build more competitive and accurate estimates.  

Delight your customers

Elevate your proposal experience

  • Send professional estimate emails
  • Present your proposal on Beam's hosted portal
  • Collect digital signatures and approvals
Home renovation financing

Connect your customers to financing options to win the job

Beam has joined forces with RenoFi to bring contractor-friendly financing options to help you win more jobs.
  • No draws, inspections, or paperwork for the contractor
  • No refinancing required—homeowners keep their low rate
  • 100% free for contractors
  • Loan amounts of $5k to $500k+
Learn More
Invoicing and online payment

Convert estimates to project budgets & invoices

Once your estimate is approved, convert it to a project budget and send invoices in seconds to get paid faster.

With a unified estimating, invoicing, and job costing system, you can track project financials without the manual data entry.

Learn More

Time is money. Save both.

Join hundreds of contractors that trust Beam to organize project finances and stay on budget.

The Beam application on a phone.