Features

Bevr takes on the admin that piles up around field-service work — the customers, the scheduling, the messages, and the invoices — so you can stay on the tools.

Chat that does the work

Bevr is a chat assistant, not another dashboard to learn. Ask it to add a customer, book a job, send an invoice, or follow up with someone, and it carries out the task and reports back.

  • Create and update customers, jobs, and invoices from plain messages
  • Ask questions about your business and get answers from your own data
  • Bevr tells you what it changed, in the conversation, as it happens

Custom skills for your trade

Bevr is not limited to what it ships with. Every trade tracks something different — ask Bevr to handle yours ("track my equipment and service dates") and it drafts a custom skill for you to approve. Once you approve it, it works like any built-in feature.

  • Create custom skills just by describing what you need in chat
  • Review and approve what Bevr drafts before anything goes live
  • Share a skill with your team by role or person — owners control access

Customers and scheduling

Keep customer details, job history, and appointments together. When Bevr books something it can check the calendar for a clash first, using exact built-in logic rather than a guess.

  • A single record for each customer, with contact details and past jobs
  • Book, move, and cancel appointments through chat
  • See what is on today, this week, or assigned to a particular teammate

The whole story with a customer

Open a customer and you get the relationship, not a form. Every quote you sent and how they answered it, every invoice, every payment, the work you finished, and every email and text either way — in one list, newest first. Plus the half software cannot see for itself: tell Bevr "called Maria, she wants the back fence too but not until October" and it goes on the record where the next person will find it.

  • One timeline per customer: quotes, visits, invoices, payments, finished work, and messages
  • Log what was said on a phone call, in your own words, without leaving the chat
  • What they owe you and what the relationship has been worth, side by side
  • Notes cannot be edited or deleted — a history you can rewrite is not a history
  • Tag customers however you already talk about them, then ask for a segment

Customer messaging by SMS and email

Bevr handles the back-and-forth with your customers. It sends reminders, on-my-way notes, quotes, and follow-ups, and routes replies back to you.

  • Two-way SMS so customers can reply and you never miss a message
  • Email for quotes, invoices, and longer updates
  • Your Solo plan includes 1,000 SMS segments each month

Invoicing, and actually getting paid

Say "invoice Maria for the drain clean" and Bevr builds it. Say "send it" and your customer gets an email with a secure link where they can pay by card or bank transfer — no account, no login, no phone tag. The money lands in your bank, and Bevr tells you the moment it does.

  • Draft, send, and track invoices without leaving the conversation
  • Customers pay online from a link — card or bank transfer
  • You get an email the moment a payment arrives
  • Your customer gets a receipt automatically, from your business
  • Bevr shows you the confirmation before anything goes to a customer

Paid in cash or by cheque? Tell Bevr and it counts

Not every job gets paid by card. Say "Maria paid 400 by cheque, number 1042" and Bevr records it against the invoice, works out what is left, and settles the invoice when it is covered. Every receivables figure updates, and the reminders stop.

  • Cash, cheque, bank transfer, card — recorded with the date it actually arrived
  • Part payments welcome: record each one as it comes in
  • Keeps the cheque number so you can match it to your bank statement
  • Record the same cheque twice and Bevr counts it once
  • Reminders stop the moment a payment covers the invoice
  • Optionally email the customer a receipt, from your business

Know what you are owed

Ask "who owes me money?" and Bevr answers with a real figure, not an estimate. It reads every invoice, subtracts what has already been paid, leaves out drafts and settled invoices, and ages the rest so you can see what is merely outstanding versus what is genuinely late. The number is calculated, never guessed by the AI.

  • Total owed, aged into current, 1-30, 31-60, 61-90, and 91+ days past due
  • Break it down by customer, project, status, age, or the tags you use
  • Part payments handled properly, so you never chase money already in the bank
  • Ask for one customer, or the whole business, in the same sentence
  • What a customer owes is on their record, so you see it before you ring them
  • Bevr emails you when an invoice goes 7, 30, 60, or 90 days past due

Send a customer their whole balance, not one invoice

Commercial customers pay on a statement, not an invoice. Say "send Acme a statement" and Bevr emails them every open invoice with what is still owed on each, aged, with the payments you have already received listed and credited. Ask to see it first and it shows you the wording before it goes.

  • Every open invoice on one document, with balances rather than face values
  • The payments you have received, by date and cheque number, already credited
  • Aged the same way your own report is, so the two never disagree
  • Asks nothing of a customer who is square — it tells you instead
  • Goes out from your business, and lands on their timeline so you know it went

Know what you are about to be owed

The other half of the picture. Ask what is in your pipeline and Bevr tells you how much is sitting in quotes waiting on a customer, what is about to expire, and how often quotes like these actually land. A quote that timed out counts as a loss — a win rate that quietly ignored the ones nobody answered would flatter exactly the business that needs the truth.

  • Total value of quotes awaiting a decision, on the home screen
  • Your win rate by count and by value — winning small and losing big shows up
  • What expires in the next three days, while a phone call still works
  • Ask for this quarter or the last year without exporting anything

Quotes and bids

Turn on Quotes in your settings and Bevr runs the whole cycle. Build a quote from your price list, send it, and the customer accepts or declines on a web page — no login, no PDF to sign. You find out the moment they decide.

  • Customers accept or decline on their phone, from a link
  • You get an email the moment a quote is won or lost, with the amount
  • Bevr nudges you three days before a quote expires, while a phone call still works
  • Accepted quotes can raise a deposit invoice and turn line items into scheduled work
  • A won quote lands in the project it was quoted for, so the job starts where the quote left off

Know which job is in trouble, before it is a problem

Group jobs, quotes and invoices under a project and Bevr tells you how it is going: how much of the work is done, whether it is running late, whether it has been billed past its budget. Ask what needs attention and you get every project ranked worst first, not a list you have to read.

  • Progress from the work that is actually finished, not a percentage somebody typed
  • Off track, at risk, or on track — with the reason it says so
  • Budget against what you have really billed, and what is still owed on it
  • Your whole book ranked worst-first, so you look at the right job on Monday
  • Nothing is estimated by the AI. Where the records cannot say, Bevr says so

Did that job actually make money?

Log the hours and what they cost you, then the materials, the subcontractor invoice, the plant hire, the tip fee. Bevr works out the margin on the job — what you billed, minus what it really cost. Most tools in this price range compare your invoice against your quote and call that profit; that only tells you whether you priced it right, not whether you made anything.

  • Say "the copper for Elm St was 840" and it lands on the job
  • Hours, materials, subcontractors, equipment, permits and travel, kept apart so you can see where it went
  • Margin per job and across the book, with the biggest cost named
  • Mark a cost to recharge and Bevr chases you if it never reaches an invoice
  • No cost rate set? You get the hours and an honest "margin unknown" — never a flattering guess

Where the next job is coming from

Not everyone who calls is ready for a quote. Keep the enquiries somewhere, move them along as they warm up, and let Bevr tell you who to ring today — including the ones who have gone quiet on you.

  • A simple pipeline for enquiries, from first call to won or lost
  • Promise to call someone back and Bevr holds you to it
  • Ask who to call today and get an answer, not a list of everyone
  • Several contacts per customer, so the site foreman and the accounts payable clerk are both on file
  • Winning an enquiry creates the customer — you never retype anything

Reminders for the dates that cost you money

Insurance certificates, licences, warranties, inspections, service intervals. Tell Bevr what to watch in a sentence and it emails you before the date, not after. Attach the certificate itself so the document is where the reminder is.

  • "Warn me a month before any subcontractor insurance expires" — and it does
  • Works on any date you track, including fields you invented yourself
  • Several warnings per date: a month out, a week out, and on the day
  • Attach photos, PDFs and certificates to any record
  • Bevr refuses to watch a date that does not exist, instead of silently never firing

Books your accountant can actually use

The export is not a raw dump. It includes files shaped for QuickBooks Online and Xero, the payments to apply against them, and a set of receivables reports — so your accounting system ends up reflecting what really happened rather than an inflated version of it.

  • QuickBooks Online and Xero import files for customers and invoices
  • A payments file, so collected money is credited and your A/R is not overstated
  • One row per payment you received, on the date it arrived and with its method
  • Aged receivables reports: totals, per-customer, and every open invoice behind them
  • Your job costs too, so the books show what the work cost and not just what it earned
  • Draft invoices are left out on purpose — an unsent invoice is not money owed
  • So are write-offs, so you never import a debt you already gave up on

A second opinion on your business

Bevr looks over your records and tells you what is worth your attention: finished work nobody invoiced, money aging past due, quotes about to expire, customers who have gone quiet. Every figure is computed from your data, and each one comes with the records behind it so you can check the maths.

  • Findings ranked by what they are worth, not by when they appeared
  • A weekly email digest so it reaches you even when you have not opened the app
  • Tap a finding to hand it straight to chat and act on it
  • Money findings stay hidden from teammates who cannot see billing

Talk to it instead of typing

Hands full, gloves on, standing in a crawlspace. Tap the mic and say what you need — Bevr transcribes it and carries out the task the same way it would from a typed message.

  • Dictate a message instead of typing it
  • Works in the browser on your phone, with no app store install
  • Attach a photo to a job straight from the camera

Your data, always yours

Your customers, jobs, and invoices belong to you. Export everything to CSV whenever you want, with no lock-in and no waiting on support.

  • Ask Bevr to export your customers, jobs, and invoices to CSV at any time
  • Everything you track, including the custom things you asked Bevr to add
  • On the Team plan, invite your accountant as a read-only viewer
  • Take your records with you if you ever leave

See what needs attention

Bevr keeps the two answers you open the app for on the dashboard: what is overdue, and what is yours. Both are filtered on the server, so the list is right whoever is looking at it.

  • Overdue jobs on the dashboard, without asking
  • A "My Jobs" view scoped to you when your team shares a workspace
  • A workload board showing who is carrying what, and what nobody has picked up
  • Ask about anything else in your records and get an answer from your own data
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