Case Study: Tate & Son delivers estimates 3x faster with Beam

Tate & Son delivers estimates 3x faster and cut change order approval time by 90%

Tate & Son, a San Diego-based home renovation contractor, faced significant operational chaos before using Beam. Their challenges included a disorganized mix of payment methods like checks and Venmo that made book reconciliation difficult, project management run on pen and paper, and change orders that were frequently lost in text messages. They had also struggled with an overly complex construction management software that they could not use effectively.

Beam provided a centralized platform that brought structure to their financials, change orders, and schedules. The solution enabled real-time tracking of payables and receivables, eliminating miscommunication and simplifying processes. With Beam, Tate & Son now delivers estimates three times faster and has cut change order approval time by 90%. They have also increased their capacity, now easily managing 8-10 subcontractors compared to 3-4 previously, and start jobs an average of two weeks sooner.

Tate & Son

Evan Underwood

Chief Operating Officer