Collaboration and Share Access

Easy takeoff sharing & collaboration

Share takeoffs with teammates, create personal duplicates, filter by team member, and opt in to team submission emails, right in your browser.

Share takeoffs seamlessly

Grant access to teammates from the share icon. They’ll get a notification, and the takeoff appears under Shared with me for easy access.

Explore more features

All the takeoff features you need to scale your estimating workflow,
save 90%  time, and bid 2X more jobs with Beam AI.

Resubmit+Variance

Resubmit takeoffs for addenda

Reduce rework from multiple addenda and bid with confidence. AI detects all added and removed quantities, and delivers updated, bid-ready takeoffs.

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Fully-Automated

Fully automated takeoffs

Get fully-done-for-you, bid-ready takeoffs in just 4 easy steps. AI auto-detects all plan specs, notes, summaries, and discrepancies, just like an estimator.

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Detailed report

See all measurements and assemblies at a glance, edit like Excel, and manage features easily before export.

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See What Our Customers Have to Say

From saving time on takeoffs to winning more bids, hear from our customers firsthand how we’re helping them succeed

"With Beam AI, we have cut 80% of the time on takeoffs to focus on bigger projects and send on more proposals."

Maxwell Henderson

Maxwell Henderson

Business Owner, Desert Rat Welding, LLC

"We’re saving a week’s worth of time on takeoffs and recording 1.5x business growth after switching to Beam AI."

Roy Caberra

Roy Cabrera

Estimator, Pilkington Construction Co.

"With Beam AI, we’re saving 2 days of work/week. Our bid volume has doubled, and we’ve grown from $900K to $2M in just a couple of months!"

Bryan Ramirez

Bryan Ramirez

Senior Estimator, Rays Stairs Inc.

"We are now bidding 8 more projects/month without increasing our headcount and have recorded a revenue growth of $500K - $ 1M with increased bid capacity."

ryan meers

Ryan Meers

Estimator/Project Manager, Bommarito Construction

"With significantly less time spent on takeoffs, we can now focus more on securing better pricing from suppliers and verifying material availability."

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Laura De Sanctis

Assistant Director, JBG Flooring and Installation Ltd.

"Beam AI is helping us modernize our business and has become a key part of our bidding process, saving up to 2 days on takeoffs."

Dylan Wiman_Rocky Mountain

Dylan Wiman

CEO & President, Rocky Mountain Steel, Inc

"By adopting Beam AI, we have halved our takeoff time while significantly improving bid accuracy. It is an integral part of our business growth now."

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Lead Estimator at a large-sized concrete services company based in Texas

"It has helped us turn around bids faster and free up 5–8 hours a week, time we now spend on pricing strategy and customer needs."

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Brent Wright

Senior Estimator, Merritt Contracting

"We are now saving 40+ man-hours per takeoff while ensuring no critical details are missed. Beam AI is helping us build better estimates, faster."

Ricardo Pacheco

Ricardo Pacheco

CTO, Building Preservation Material Technologies

"I’m saving 4-6 hours a day, and now, I can focus on clients, visit job sites, and grow the business instead of just keeping it running."

Christopher Carter JZ Demolition

Christopher Carter

Vice President, JZ Demolition

"I used to spend 25 hours a week on takeoffs, now it's just 5. Beam AI has freed up enough time that I could potentially handle 800 projects a year instead of 400, without hiring another estimator."

Henry Greenberg Guardian Roofing & Exteriors

Henry Greenberg

President, Guardian Roofing & Exteriors Inc. and Director of Sales & Marketing, T.U.F.F. Exteriors Inc.

"Since switching to Beam AI, we’ve submitted 10X more bids. I used to spend 2–3 hours per takeoff, but now I’m done in 30 minutes."

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Mike Gibson

President, New View Roofing

"We went from 2 bids a week to 8–9, with no extra hires, thanks to Beam AI."

Danell Zarrelli Harner Plumbing

Danell Zarrelli

Assistant Project Manager, Harner Plumbing

"With Beam AI, we’re submitting 25% more bids, without adding another estimator to the team."

Stephen Mendoza

Stephen Mendoza

Outside Sales Representative, Cape Cod Winwater

"We’re winning more jobs, growing the business, and doing it all without expanding our team. Beam AI has become an essential part of how we operate."

Viri

Viri Ramirez

Co-owner, Cart Construction

"We’re now sending up to 5 bids a week, have taken on larger projects, and even repurposed an estimator to focus on inventory and purchasing."

Dylan Kaminski

Dylan Kaminski

Business Development Manager, Tactical Construction Inc.

"With Beam AI, we’ve doubled our revenue from $6M to $12M and cut our bid turnaround from five days to just two. Beam AI has been exceptionally helpful!"

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Project Manager & Business Development Services, Minnesota-based HVAC Contractor

FAQs

How can I share a takeoff with my team?

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You can grant access to any team member directly from the share icon on the takeoff screen. Once shared, they’ll receive a notification, and the takeoff will appear under their “Shared with me” tab for easy access.

What happens when I duplicate a takeoff?

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Duplicating creates a private copy of the original takeoff. You can edit, test changes, or add new features without affecting the shared version—perfect for iterations or alternate bid scenarios.

Can multiple team members edit the same takeoff?

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Yes. Once shared, team members can enable editing, access the full toolbar, and make modifications to the plan. All changes stay synced so the entire team works off the latest version.

How does the “Team” tab improve collaboration?

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The Team tab gives visibility into all takeoffs submitted by your team. You can filter by team member, open their takeoffs directly, and continue work seamlessly—keeping projects organized and transparent.

Can I track projects submitted by other team members?

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Yes. In the takeoff settings menu, you can opt to receive submission emails for projects started by teammates, making it easy to stay in the loop on progress and deadlines.

How do shared takeoffs support project updates or addenda?

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Shared takeoffs let you upload addendum plans, make scope changes, or resubmit updated versions while keeping the team aligned. Everyone works from the most current project data, minimizing miscommunication.

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