Features

Bevr takes on the admin that piles up around the work — the customers, the scheduling, the messages, the invoices and the follow-up — so you can get on with the job and get paid for it.

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, you have a place to keep those records, and you can ask Bevr to add, find and list them. A custom skill keeps its own records. They do not count toward costs, invoices, payroll or reports.

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
Link its records to your customers and jobs, and ask for a board or a calendar of them

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
Ask Bevr to send a customer a private link to confirm a booked visit. If the time does not work, nothing is canceled and you are told. Move or cancel the visit and the old link stops working
Customers with more than one address: keep each as a property, with the gate code and how to get in, and see the jobs and appointments at that address

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 quotes, invoices, quote follow-ups and payment reminders, 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
Save a message you send often, like a running-late note. Ask for it by name and Bevr sends your wording, filling in the customer's name where you place it
Every plan includes texts each month, and extra texts are 2 cents each

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. Taking those payments needs a one-time Stripe setup on your side. 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
Bill finished work in one step: for jobs you mark billable, Bevr drafts an invoice from the hours logged and the costs marked to recharge, and nothing goes out until you send it
Recurring services, like a monthly clean: Bevr adds a job for each date and, if the service has a price, raises the invoice ahead of time. You review and send each one

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

Not every job gets paid by card. Say "Maria paid 400 by check, 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, check, bank transfer, card — recorded with the date it actually arrived
Part payments welcome: record each one as it comes in
Keeps the check number so you can match it to your bank statement
Record the same check twice and Bevr counts it once
Reminders stop the moment a payment covers the invoice
Optionally email the customer a receipt, from your business
Owners and admins can see the payments each person on the team recorded, by method, for any period they choose

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

Bevr chases your customers, not just you

Every other tool tells you who is late and leaves the calling to you. Bevr emails the customer directly, from your business, as an invoice goes 7, 30, 60 and 90 days past due. Quote follow-ups are on too, and Bevr emails a customer whose quote has gone a week without an answer.

Sent from your business, with replies coming back to you
Anyone who has already paid is never chased
A payment that covers the invoice stops its reminders
Two separate switches, because chasing a debt and chasing a decision are different
Payment reminders are on by default: you see the first message in Settings, and can turn them off any time
Quote follow-ups are on unless you turn them off: ask Bevr

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 check 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

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Quotes and bids

Bevr runs the whole quote 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 customer accepts or declines a quote. When they accept, it shows 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
Sent a quote too soon? If the customer has not opened it, pull it back to a draft within 15 minutes, and the link you sent stops working
Sent a quote with a mistake in it? Bevr withdraws it, retires its link and opens a new draft with the same lines. The original stays on file
Quote declined or expired? Copy it into a new draft to quote the job again. The original, with what the customer said, stays on file, and nothing is sent until you send it
Ask Bevr to remind you to re-quote a declined or expired quote later, and it tells you when the date comes

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.

Time tracking that feeds the margin: log hours against a job, with a cost rate per hour
A cost rate per person, so an apprentice and a master tradesman do not cost the same
Ask for a timesheet by person for a week or a month: hours, days worked and jobs touched
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

Work with subs and other businesses

Send a job to the sub doing part of it, or to another business on Bevr, from Partners in the app. The work order carries the scope, the dates and the agreed price. By default, what the sub charges lands on your job as a cost, so the margin on the job includes it. A sub you invite gets a free account of its own, so taking your work never means buying software. Bevr keeps each document and its dates on file; it does not read a certificate or judge whether the cover is enough.

Partners comes with Team, Small Business and Enterprise, and with the free trial. It starts switched off, and an owner or admin turns it on in Settings → Modules
Solo doesn't include Partners: if your free trial becomes Solo, Partners switches off, and Bevr asks you to finish or cancel any open work order first
Invite a sub by email and it joins free, with a Bevr account of its own: the work you send it, messages, documents, a schedule and invoicing
When a sub wants the rest of Bevr, it starts a free trial from the same account, and its work and invoices stay where they are
Send work to a sub or another business on Bevr with only what you choose to share: the address, access notes, files, and your customer's contact details if you decide to
Managers can send work and invite partners, not only the owner
Billing goes through you by default: the sub's invoice lands on your job as a subcontractor cost, which you can recharge to your customer with the markup you set
On any one work order, you can let the sub bill your customer directly instead
A sub sends its invoice through Stripe, or as a manual invoice if it hasn't set Stripe up: you pay on Stripe's page, or pay another way and the sub marks it received
Bevr adds no fee: a payment through Stripe goes to the sub's own Stripe account, less Stripe's fees
Progress invoices while the work is under way, then a final one for the rest, never more than the agreed price
Change orders on a work order: a new price counts only once the other business accepts it
Insurance (general liability, workers' comp and commercial auto), license, bond and W-9, kept once by the sub and shared with every business it works with
Expiration dates with reminder emails: the sub hears 30 and 7 days before, on the day and the day after, and you hear a week before and the day after
Choose the documents you require, and Bevr warns you before you send work to a partner with one missing or expired
A conversation with each business you work with, and one on every work order
If you allow it, the sub can email your customer through Bevr without seeing their email address, and replies come back to you both
Scheduled work you send or receive shows on your calendar, and a free partner account has a schedule of its own
List your business in the marketplace if you want to be found, search it by trade, state or distance from a ZIP code, and post open work for others to answer
After finished work each business rates the other once, unseen until both have rated or 14 days pass; a listing shows its average once it has three
What you paid each partner in a year, split into paid through Stripe and paid another way, with whether you hold its W-9

Regions and Departments, on Enterprise

Enterprise can limit what each person sees, by region, by department or both. Customers and leads belong to the regions or departments you create, each person is assigned the ones they work in, and a customer's jobs, quotes, invoices, messages and documents follow the customer. A person sees the records in their own, plus any record that has none yet. Owners and admins always see everything.

Regions and Departments come with Enterprise only, not with Solo, Team, Small Business or the free trial
Each starts switched off. An owner or admin turns it on in Settings → Modules, and only the owner turns it off
The first time you turn one on, nothing anyone sees changes until a customer or lead is given a region or department; turning it back on applies the assignments kept from before, after a check of what will change
Turning one off lifts that restriction for everyone; your regions and assignments are kept for when you turn it back on

Crews, for sending a group of people to the job

Set up a crew with a lead and the people who usually go out with it. The lead runs the day from their phone: the crew's stops for today, then Arrive, Done or Skip at each one. When someone calls in sick, mark them out for the day.

Crews comes with Small Business, Enterprise and the free trial. It starts switched off, and an owner or admin turns it on in Settings → Modules
Solo and Team don't include Crews: if your plan changes to one of them, Crews switches off and nothing you set up is deleted
On the free trial the owner is the only person who can lead a crew, because a trial has one user
Add field workers, who are paid and go out with a crew but have no login, take no seat and need no invite
The lead presses Start day, then Arrive, Done or Skip at each stop, and it still works out of range, sending what you tapped when the phone is back online
A lead acts only on their own crew
Mark a person out for the day, or borrow a person from another crew for one day
Call a route what you like, such as a Run or a Shift
Press Done at a stop and everyone on the crew that day gets their hours for it, and End day adds their travel time
Owners and admins can see what a crew or a route made: revenue, labor, route costs and margin, day by day and stop by stop
Add fuel or a dump fee to a route, and it comes off the margin of that route
When something is not known yet, such as a stop that has not been invoiced, the margin is left blank and says why, instead of showing a smaller number
On Enterprise, Optimize this route suggests a better order and times for one crew's day and shows the driving it would save. Nothing changes until you publish it. Undo takes the change back where it can, and tells you what it left alone
Drive times in a suggestion are road times. When Bevr can't get them, it uses rough estimates and the suggestion says so
On Enterprise, Plan the week suggests a better week across your crews for the least driving and balances the days. Nothing changes until you publish it, and keeping customers on their usual day comes before a few saved minutes. Undo takes the change back where it can, and tells you what it left alone
Drive times in a week plan are rough estimates, and the plan says so
On Enterprise, Bevr can plan next week for you on a weekday you pick and leave it as a draft, so a dispatcher reviews and publishes it. Nothing changes until they do, and it stays inside the drive-time lookups your plan includes
See a day as one column per crew, with an unassigned queue. Move a stop to another crew by dragging it or with a button, and each crew header warns in words when its day runs over its hours
When someone is out, Bevr offers up to three ranked fixes: borrow a teammate, move stops to other crews the same day, or push stops to the next working day. You preview a fix, apply it, and one Undo takes it back
Rained out? Move one route or a whole day to the next working day, with one Undo. Tick Tell customers to text the customers whose day changed
See a crew's day on a map: each stop a pin numbered in its crew's color, straight lines along the route, and a stop placed by ZIP code only listed beside the map rather than drawn as if exact
Draw around properties on the map to put them in an area, or drag a pin to fix a wrong address
Managers, admins and owners see where each crew was last seen today and how far through its route it is. The spot comes only from the lead's taps on Start day, Arrive, Done and End day while the app is open, and is cleared overnight
Group your properties into areas, like North side or Downtown. The day board colors and filters by area and warns when a stop lands off its area, and Bevr keeps an area on its own days and crew where it can, under each customer’s own usual day and crew
On Enterprise, Suggest areas groups the properties Bevr has placed at their street address into crew-sized areas as a draft, with a proposed weekday and crew for each. Nothing changes until you accept an area, and accepting it moves no visit

Where the next job is coming from

Not everyone who calls is ready for a quote. Keep the inquiries 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.

Ask Bevr for your inquiry form and paste it into your website — new inquiries arrive as leads
A simple pipeline for inquiries, from first call to won or lost
Set a follow-up date and the person is on your Follow Up list and your home screen when it is due. Bevr does not text or email you that day, so the list is where to look
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 inquiry creates the customer — you never retype anything

Email campaigns, for the whole list at once

Cold weather is coming and every irrigation customer needs a blowout. Write the reminder once, send it to the customers and leads it is for, and see who answered.

Email campaigns come with every paid plan, not the free trial. Campaigns starts switched off, and an owner or admin turns it on in Settings → Modules
Start from a ready message like a fall sprinkler blowout, email a saved list of customers and leads or a list of addresses you add, send yourself a test, then send now or schedule it
Each month Solo sends 1,000 campaign emails, Team 5,000, Small Business 10,000 and Enterprise 25,000
Add a button to a page where people answer Yes, Not this time or Unsubscribe. Replies land in Messages, and someone from your added list becomes a lead when they reply or say Yes
Every campaign email carries your mailing address and an Unsubscribe link, and someone who unsubscribes still gets your invoices and quotes
See sent, delivered, bounced, replies, answers, new leads and the work booked within 60 days. Bevr does not count opens, because they mean little
Tick customers on the Customers page to add or remove a tag on all of them at once, and save a filter as a named list to send a campaign to
Ask Bevr to draft a campaign in a sentence. It saves the draft and never sends it: you pick who gets it and press Confirm

Reminders for the dates that cost you money

Insurance certificates, licenses, 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 my liability cover runs out" — 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
Keep certificates and PDFs in one place, so the document is there when the reminder arrives
Bevr refuses to watch a date that does not exist, instead of silently never firing

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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
Invoices you voided or canceled, or refunded in full, are left out too, so they never come back as money owed

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 math.

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
Photograph a receipt or a meter and Bevr reads it, then logs the cost or updates the job

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
Invite your accountant or bookkeeper free, on any plan — a read-only Viewer does not use a seat
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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