Estimates, invoices, bills & expenses all in one place

Build a more profitable business with budgeting, cash back, and 2.5%¹ yield on your operating balance.

  • Job costing, progress invoicing, and change order management
  • Client payment, expense management, and banking built-in
  • Subcontractor management and online bill payment
A project manager using his phone to review billings on the Beam platform.Change order management in the Beam application.
Financial management

Consolidate your back office work in one hub

Beam unifies the data in your shared drive, email, spreadsheets, and accounting software so that you can move faster and make better business decisions.

From estimating to job costing, receipt capture, and online payments—Beam has the right tools to improve your construction business.

Beam's project management software enables tracking subcontractor expenses and payment

Project management

Projects
Change orders
Files & notes

CRM

Clients
Vendors
Estimates

Financials

Job costing
Bills & expenses
Invoices
Payments

Contracting

Schedule of values
Payment schedules
Retainage

Compliance

Certificates of insurance
Lien waivers
Licenses
Estimating

Create professional estimates faster and win more jobs

Beam makes it easy to create and send estimates from your phone or computer so you can win more jobs.

Customize your estimates with cost codes, markup, sections, terms & conditions, and file attachments.

Then, capture e-signatures from customers upon approval in the client portal.

Build estimates in Beam.
Online bill payment

Bill payment built for construction

Track subcontract progress, streamline approvals, and schedule bill payments. Eliminate paper check fraud by switching to fast & reliable direct deposit (ACH bank transfers).

We’ll do the heavy lifting by sending payment notifications to your subcontractors and requesting bank information when needed.

Schedule online bill payments to your trade contractors.
1

Add your subcontracts

Add milestone, progress, or time & materials subcontracts for each of your trades.

2

Add or request bills

Consolidate mailed and emailed invoices on Beam. Ask subcontractors to invoice you on Beam for faster processing & payment.

3

Schedule payments

Once scheduled, subcontractors receive notifications to track payment status or securely add their bank information.

Approval rules

With Beam, you set the rules

Configure approval workflows between bookkeepers, project managers, and business owners.

Invoices are reconciled against your original contracts and approved change orders to make sure you don't overpay.

Configure approval rules to require reviews before bill payment.
Invoicing and online payment

Accept payments from customers online

Impress your customers with Beam’s invoices and convenient payment portal. Avoid time-consuming drives to pick up and deposit paper checks.

  • $5 per online bank transfer
  • 3% credit and debit card fee
  • Optionally, pass card fees to your customer
  • Track payments outside Beam
Send invoices to clients and accept online payment using Beam.
1

Add your contract & change orders

Choose between milestone, progress, and time & materials billing.

2

Create and send an invoice

Choose amounts, attach files, and add custom memos. Beam will send a personalized email and reminders near the due date.

3

Get paid

Payments are deposited in your bank account within 1-3 business days after the customer clicks “Pay”.

Receipt capture

Capture receipts in the field to automate expense management

Stop chasing down paper receipts. Track expenses faster and earn 1% cash back with the Beam Visa Card.

Learn More
Beam's corporate card send your a notification after each purchase to capture receipts.
Budgeting

Project budgeting on autopilot

Track spend by accounting codes and compare estimate vs. actuals. Stop waiting for manual reports to understand profitability.

Create budgets from your estimate and update your budget with change orders. Then track job costs in real-time to measure project profitability.

Beam's automated budgeting saves your office hours a month.

Budgeting displays estimate vs. actual and estimate net profit in real-time.
Accounting syncs

Bookkeeping made easy

Import your existing vendors, customers, chart of accounts, and projects from your accounting software.

Beam automatically syncs invoices, bills, and payments directly into your accounting software.

That means less manual data entry, fewer errors, and a happier accountant.

Automatically sync to Quickbooks Online.

Time is money. Save both.

Join hundreds of contractors that trust Beam to simplify their construction financials.

The Beam application on a phone.