Support
Getting started, workflow guides, and support for Beacon, Command, and Estimator.
Contact Beacon
Tell us which app you’re using, what you were trying to do, and what happened.
Support is provided on a reasonable-efforts basis. There is no response-time guarantee at launch.
Joining your workspace
Ask your workspace administrator for an invitation, then sign in with the email address that received it.
If you can’t get in, include that email address when contacting support.
Go to sign inFinding your app
- BeaconCompany information and people
- CommandProjects and conversations
- EstimatorRoofing estimates and proposals
Your account and information
Review the terms for using Beacon Work and how we handle your information.
Beacon
Prepare shared company information and give your team access.
- Accept the invitation sent to your account email and complete any Terms or payment steps shown. In Workspace, admins review the company name, time zone, and branding.
- Admins add Contractor Details used on proposals, then invite teammates and choose their app access in Members. Invited members should ask an admin about missing access.
- The workspace owner activates Beacon Mail before the team sends proposals or operational email. Connecting an existing company email is optional; follow the DNS and forwarding instructions on that page.
- Use Contacts and Properties for shared customer and site information. Open Command or Estimator through the app switcher when you’re ready to start work.
Command
Organize the team’s work and continue an accepted sale.
- On a new workspace’s first visit, an admin creates a named group, such as Operations or Production, and becomes its lead. Other members can check again when setup is complete.
- Group leads and admins add teammates through Members. Open My Work for tasks and conversations assigned to you; open Projects for project oversight. Ask a group lead or admin if the work you need is unavailable.
- With write access, use New to create a task, Project, or available conversation. New is in the header on desktop and the navigation menu on phones. A task tracks a piece of work; a Project keeps related work together.
- Completed proposal signing in Estimator creates one Command Project. Production holds the accepted proposal and tools for crew work, change orders, and bills. Those tools can be used independently; estimated costs are not actual costs or crew pay commitments.
Estimator
Build an estimate, review the proposal, and complete signing.
- A user with sales access creates a Lead for the customer and Property. Complete the required answers, then adopt published Property measurements or add measurements and explicitly use that revision.
- Configure the estimate’s structures, material, installation, and scope. Complete Scope calculates estimated costs. Include material pricing when applicable, then review markup, upgrades, discounts, and the customer price. Estimated costs are not actual costs.
- Before the first proposal, the workspace admin reviews estimating assumptions and the paper-copy policy in Estimator Settings. The owner activates Beacon Mail in Beacon Settings; admins maintain Contractor Details. If you cannot change a required setting, ask the responsible person.
- Preview the proposal and review its disclosures before sending it for customer-then-company signing, or upload and certify a signed copy. Previewing or downloading does not confirm a sale. Completed signing confirms it, removes unused estimates, and creates the Command Project.
Beacon Work is in closed launch.
We’re working directly with selected contractor partners. Access is by invitation only.
Demos will be available at a later date.