Good morning 👋
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Revenue (Month)
$0
Paid invoices
Lead Inbox
0
0 new
Active Jobs
0
In progress
Outstanding
$0
Unpaid invoices
Open Quotes
0
Awaiting response
Jobs In Progress
0
Active this week
Leads
View inbox
New Quote
Create estimate
Pay Links
Share payment
Invoice
Create & send
My Website
View site
Revenue — Last 6 Months
Win rate: —
Avg Job Value
$0
Quote Close Rate
0%
Open Quotes
0
Recent Activity
No activity yet
Recent Leads
Active Pack:
—
—
—
Remaining
—
Expires
Lead Inbox
All leads — delivered + manual entry
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0 selected
📥 Add Lead
Referral, door knock, walk-in, phone call — manually enter any lead you generate yourself.
Quotes
Create and manage your estimates
Total Quoted
$0
Sent
0
Accepted
0
Close Rate
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| Quote # | Client | Trade | Amount | Terms | Status | Expires | Action |
|---|---|---|---|---|---|---|---|
| No quotes yet. Create your first quote above. | |||||||
Contracts
Digital contracts and agreements
Total Contracts
0
Sent
0
Signed
0
Total Value
$0
| Client | Trade | Value | Status | Date | Action |
|---|---|---|---|---|---|
| No contracts yet. Create your first contract above. | |||||
📄 New Contract
Send to client for e-signature
Quick Templates
🛡️ AEGIS Contract Protection
AEGIS reads your scope, scores the risk, and recommends the exact protections you\u2019re missing. Review and add them to the contract with one tap.
Schedule
Active jobs and upcoming work
Scheduled
0
In Progress
0
Completed
0
Job Revenue
$0
🗓️ New Job
Invoices
Send and track all invoices
Total Invoiced
$0
Paid
$0
Outstanding
$0
Count
0
| # | Client | Amount | Deposit | Balance | Status | Due | Action |
|---|---|---|---|---|---|---|---|
| No invoices yet. | |||||||
🧾 New Invoice
Auto-numbered on save
📊 BeEasy Books
Your in-house accounting — money in, money out, and tax-ready.
📊
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My Crew
Manage your team and track hours
Team Size
0
Active Jobs
0
Completed
0
On Hold
0
⏱️ Time Clock
Clock crew members in/out. Hours auto-calculated and added to weekly payroll.
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📋 Recent entries
📊 Pay Period Summary
Last 7 days
💡 Tip: Export the CSV and paste it into QuickBooks, Gusto, or any payroll system. Includes crew name, hours, pay rate, and total amount per member.
🗺 Where is my team
Live positions of clocked-in crew · refreshes every 30 seconds
ℹ️ How GPS works: Crew members install the Field Crew Portal at beeasyos.com/field/crew/. While clocked in (or during configured work hours), their device pings their location every ~2 minutes. Battery-friendly, only when they're working.
👷 Add Crew Member
My Website
Professional contractor website · 14 pages · Fully editable
Site Live
yoursite.beeasyos.com/sites/
📸 Website Content
Photos, social links, and custom links shown on your site
🔍 SEO — Search Engine Visibility
Gallery Photos
Custom Links
Social Media
yoursite.beeasyos.com/sites/
Template
Click any text inside the preview to edit it
🌐 Domain Management
Connect your own domain or use your free BeEasy Field subdomain.
Current Site URL
yoursite.beeasyos.com/sites/
● Free subdomain · Always included
Custom Domain Add-On
Connect yourcompany.com · SSL included · DNS managed for you
$157
/month
✓ Connect any domain you own (GoDaddy, Namecheap, etc.)
✓ Free SSL certificate included (HTTPS)
✓ DNS management handled by BeEasy Field
✓ Email forwarding (info@yourdomain.com → your email)
✓ Priority server + 99.9% uptime SLA
Domain changes may take 24–48 hours to propagate globally. Our team will contact you via email to complete DNS setup.
🌐
Activate Your Professional Website
Launch a 14-page contractor website that rivals any custom-built site. Fully editable, mobile-ready, and live in minutes.
Professional Website
$157/mo
✓ 14 fully-built pages (Home · Services · Gallery · Reviews + more)
✓ Click-to-edit every word, image, and section
✓ EasyPay "Pay Online" page built in
✓ Lead capture forms on every page
✓ Free URL (beeasyos.com/sites/yourslug/)
✓ Mobile-optimized · SSL included · 99.9% uptime
✓ Add custom domain for +$157/mo
Billed monthly · Cancel anytime · No setup fee
⭐ Reviews
Collect, track, and showcase client reviews
—
★★★★★
0 reviews
5
★
0
4
★
0
3
★
0
2
★
0
1
★
0
Requests Sent
0
Reviews Received
0
Response Rate
—
Google Review Link
⭐
No reviews yet
Request reviews from past clients to build your reputation and win more jobs.
⭐ Request a Review
Send a review request link to a past client via email or SMS.
PREVIEW MESSAGE
Hi [Name]! It was a pleasure working on your [job]. Would you mind leaving us a quick review? It really helps our business: [link]
🔗
Review Link Ready
Copy this link and send it to your client
💬 Field Inbox
Dedicated BeEasy number, customer texting, contractor alerts, and Baby AEGIS memory
🔔 Notification Routing
Text contractor phoneON
Email notificationON
Baby AEGIS suggested repliesREADY
⚡ Power-Ups
Lead packs, feature upgrades, and your current plan
Your Current Plan
Company
$301/mo
🤝
Refer a contractor, earn a reward
Share your link. When a contractor you refer signs up and pays their first month, you earn a commission.
0
Signed up
0
Converted
0
Rewarded
📦 Lead Packs
Exclusive platform-delivered leads in your market
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🧠 Baby AEGIS Powerup Vault
Memory-powered AI tools that help contractors turn lead packs into booked jobs, estimates, marketing, and clean follow-up.
📞 Dedicated BeEasy Number + Field Inbox
Give each contractor a BeEasy-owned texting number. Customers text normally; messages land inside the app with SMS/email alerts.
$15/mo
per number · fair Twilio coverage
💬 Field Inbox
Threaded lead/customer texting.
🔔 Alerts
Text + email notifications to contractor.
🧠 Memory
Baby AEGIS keeps thread summaries and next steps.
⚙ Twilio Ready
Webhook + number assignment structure.
🗂 Features by Plan
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🧮 AI Estimate Engine
Photo scope + labor + material + profit guard. Customer-ready proposal in 2 min.
Preparing your tools
📜 AI Contract Generator
Turn a job into a full state-compliant contract — scope, terms, lien protections, dispute clauses.
Preparing your tools
📝 AI Invoice Writer
Turn a finished job into a clean, customer-ready invoice with line items in seconds.
Preparing your tools
🚩 Sketchy Client Detector
AI reads a client’s messages and behavior to flag dispute, payment, and ghost risk BEFORE you sign.
Preparing your tools
🤖 Baby AEGIS Booking Agent
24/7 AI sales rep. Qualifies leads, books estimate windows, collects photos.
Preparing your tools
📣 AI Marketing Engine
Generate social posts, GBP updates, Reels scripts, and review-ask campaigns.
Preparing your tools
🏗 Blueprint Reader
Upload a blueprint PDF — AI extracts square footage, materials, and takeoff.
Preparing your tools
📊 Pipeline Vision
Revenue forecast AI — analyzes your pipeline and projects close rate by stage.
Preparing your tools
🎙 Voice Note Assistant
Paste or record your voice note. AI extracts lead info, tasks, materials, and next steps.
Preparing your tools
🔁 Auto Follow-Up Machine
Generate same-day, day-1, day-3, day-7 follow-up sequence so leads never go cold.
Preparing your tools
📧 AI Message Guard
Paste any text/email before sending. AI scores tone, payment risk, dispute risk, and confusion.
Preparing your tools
🧲 Lead Revival Engine
Reactivate cold leads and old estimates with AI-crafted "still need help?" sequences.
Preparing your tools
⚖ Risk Manager
Paste contracts, change orders, or customer messages. AI flags legal/payment/scope risk before you send or sign.
Preparing your tools
⚡ Quick Quote Builder
Add line items + customer info → polished quote in under 60 seconds. Save direct to quotes table.
Preparing your tools
🚚 Crew Dispatch AI
AI reads your active jobs + crew availability and recommends optimal routing for the day.
Preparing your tools
⭐ Review Magnet
Generate personalized 5-star review-ask texts and emails. Pulls completed jobs automatically.
Preparing your tools
🏁 Job Closeout Engine
Pick a completed job → AI generates summary + final payment message + warranty + review request, all in one packet.
Preparing your tools
📦 Material Cost Tracker
Pick your trade → AI builds your top-50 material cost reference with HD/Lowe's/Menards pricing intel + margin alerts.
Preparing your tools
🏦 Tax Vault
1099 generator · expense categorization · mileage log · CPA-ready year-end packet builder.
Preparing your tools
🗺 Multi-Region Expander
AI analyzes adjacent metros and recommends which to expand into next — based on demand, competition, and margin.
Preparing your tools
📋 Permit Tracker AI
Track permits, inspections, and renewals across multiple cities. Never miss a deadline.
Preparing your tools
🎨 Branded Quote PDF
Quotes that look like a $500K company sent them — your logo, colors, fonts, terms. Print or save as PDF.
Preparing your tools
📈 Crew Scorecard
Performance AI per worker — jobs completed, photo quality, on-time rate, profit per hour.
Preparing your tools
🎯 Bid Sniper
AI scans municipal bids, RFPs, HUD grants, school district jobs in your region. Daily intelligence digest.
Preparing your tools
💰 Profit Auditor
Compares quoted vs actual cost across recent jobs — flags margin leaks, bleeding crews, undercharging patterns.
Preparing your tools
🕵 Competitor Recon
Pick your 5 biggest local rivals — AI delivers a strategic intel report on their pricing, weak spots, and how to take their lunch.
Preparing your tools
🌪 Insurance Claim Builder
Storm/damage job? AI generates the full insurance packet — photos, scope, building codes, depreciation, and Xactimate-ready language.
Preparing your tools
🧾 Smart Receipts
Snap a Home Depot or Lowe's receipt — Vision AI extracts vendor, amount, line items, and ties it to a job for taxes.
Preparing your tools
🪟 Customer Portal
Pick a job → AI generates a beautiful customer-facing portal page (status, photos, payments, contract). Send link to client.
Preparing your tools
🧨 Change Order Engine
Build airtight change orders — added scope, timeline impact, cost, approval signature line. Protects your margin.
Preparing your tools
🛡 Dispute Defense Packet
Customer disputing? AI compiles your messages, photos, approvals, and timeline into a defensible packet for chargebacks/legal.
Preparing your tools
🔌 API Access
Generate REST API keys + webhook endpoints. Integrate BeEasy with your own systems. For teams with development resources.
Preparing your tools
🦈 Acquisition Engine
M&A target finder — identifies underperforming local competitors that could be bought, partnered with, or absorbed.
Preparing your tools
🏛 Loan & Bonding AI
Generate SBA loan packets and surety bond applications using your job history, P&L data, and qualifications.
Preparing your tools
🚛 Fleet Manager AI
Manage trucks, trailers, and equipment — maintenance schedules, fuel costs, depreciation, replacement timing.
Preparing your tools
📰 Executive Briefing
Daily 6am CEO digest — every job, crew, P&L delta, risk flag, and yesterday's wins in one readable page.
Preparing your tools
Settings
Manage your account and subscription
🚚 Import / Migrate Data FREE
Switching from Jobber, Housecall Pro, ServiceTitan, QuickBooks, a spreadsheet — anything? Export your customers, jobs, or invoices to a CSV and Baby AEGIS maps every column into BeEasy Field automatically. No manual re-typing.
🛟 Data Safety
Recover anything you deleted from the Recycle Bin, and review a full history of every change to your records — your protection in a dispute.
Profile
🎨 Brand Identity
— appears on every quote & invoice PDF you send
B
Recommended: square PNG or JPG, at least 400×400px, transparent background works best. Max 2MB.
Used as the accent color on your PDFs (header bar, totals, payment buttons).
☁ Photo Storage
— for line item photos & project progress
—
Social Links — shown on your website
💳 Payment Links
— shown on invoices & quotes as "Pay Now" buttons
⚡ Add your payment links below. Clients will see Pay Now buttons on every invoice and quote you send — routed directly to your account. You collect 100% instantly.
Business Details
Plan & Billing
Company Plan
$157/mo
Plan includes:
Security
Two-Factor Authentication
Add an extra layer of security to your account. Requires a code from your phone when signing in.
Notifications
New lead alerts (email)
New lead alerts (SMS)
Invoice paid notifications
Weekly performance summary
⚠️ Danger Zone
Delete Account
Permanently delete your account and all data. This cannot be undone.
⚡ BeEasy Network
Join the OS sub network and receive premium jobs from BeEasy's client pipeline
💰
Premium Payout Rates
Earn 45–50% on every OS-dispatched job. Rates increase with your BeeScore.
⚡
Instant Job Offers
Receive job offers directly in your Lead Inbox tagged as OS Network jobs.
🏆
BeeScore Benefits
Higher BeeScore = priority dispatch, better rates, and Elite sub status.
📋
Auto Sub Agreement
Your Field profile auto-fills the OS sub agreement. Approve in 4 clicks.
Requirements to join
4.0+ star rating · 5+ completed jobs · License on file · Valid PayPal account
⏳
Application Under Review
Your application is being reviewed by the BeEasy team. You'll receive an email at within 48 hours.
—
BeeScore
Verified Sub · 45% payout rate
⚡ Active Network Sub
OS Jobs Done
0
OS Earnings
$0
Payout Rate
45%
Network Tier
Verified
OS Network jobs appear in your Lead Inbox tagged ⚡ OS Network