Reusable templates
Create consistent estimates, work orders and job reports without starting from a blank page.
Beachguidehq - Document workflow software for field service teams
Beachguidehq keeps critical documents moving
Document workflow software for field service businesses to prepare estimates, work orders and job reports, collect approvals and keep the latest version easy to find.
Features
What Beachguidehq does
Approval routing
Send each document through the right reviewers in the right order.
Version history
Know what changed, who approved it and which version is current.
Step by step
How it works
A simple route from setup to steady output.
Choose a template
Begin with a proven structure for the document at hand.
Route the review
Assign reviewers, due dates and approval order.
Complete the record
Store the final document with its full activity history.
Questions
Questions, answered
Can we use our current templates?+
Yes. Existing documents can be turned into reusable team templates.
Can approvals happen in a set order?+
Yes. Review steps can be sequential, parallel or conditional.
Take the next step
Move every important document to done.
Reach out and tell us what you are working on.
See what we do›