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What is TradeGuard?

TradeGuard is a contractor-focused compliance platform created to replace manual tracking of subcontractor documents with automated monitoring and risk detection. The software helps general contractors and property managers manage critical paperwork such as certificates of insurance, W-9s, OSHA 10 and OSHA 30 cards, contractor licenses, lien waivers, bonds, business licenses, and safety training records. Users can import subcontractor rosters, assign trades and operating states, define required documents, and monitor compliance from a centralized dashboard. TradeGuard automatically tracks expiration dates and sends configurable reminders before coverage or documentation lapses. Its smart extraction technology reads COI PDFs and captures key information such as insurer names, policy numbers, coverage types, policy limits, and expiration dates. The platform includes state compliance matching for all 50 states and Washington, DC, helping teams identify missing requirements before audits, bids, mobilization, or project kickoffs. TradeGuard also allows companies to set minimum insurance standards by trade and coverage type, flagging subcontractors whose policies do not meet internal requirements. Its fraud detection tools analyze uploaded COIs for signs of tampering, suspicious edits, metadata issues, and altered fields. When verification is needed, TradeGuard can contact brokers directly so policy authenticity can be confirmed with a clear audit trail. QuickBooks Online integration allows users to import vendors and review unpaid bills against compliance status before approving payments. TradeGuard helps contractors protect projects, reduce administrative work, improve subcontractor accountability, and avoid costly exposure from expired or missing documents.

What is Beam?

Beam is an all-encompassing platform designed for construction and financial management, helping contractors efficiently handle sales, finances, compliance, and operational duties from a single interface. By combining a variety of tools, including spreadsheets, emails, shared drives, and accounting software, it simplifies workflows and boosts productivity. Among Beam's essential features are estimating and proposal development, invoicing with online payment capabilities, change order management, bill payment solutions, expense tracking, and task oversight, all supported by a dedicated cash management account. The platform also employs job costing techniques to improve project profitability, automates lien waiver collection through a streamlined management process, and monitors compliance with insurance and licensing regulations. Additionally, the client portal facilitates better communication by enabling the easy sharing of professional estimates, invoices, and change orders with clients. The Beam Visa Card further enhances the financial experience by easing receipt capture, increasing liquidity, and providing a 1% cash back benefit. With seamless integration into QuickBooks Online, Beam not only streamlines bookkeeping but also equips contractors with the necessary tools for effective project management. As a result, Beam emerges as an indispensable resource for contractors aiming to optimize their operational processes and elevate their financial oversight. The platform’s ability to consolidate multiple functions into a single solution ultimately leads to improved project outcomes and enhanced contractor-client relationships.

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Integrations Supported

CompanyCam
Dash Solutions
QuickBooks Online
XactRemodel
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Integrations Supported

CompanyCam
Dash Solutions
QuickBooks Online
XactRemodel
busybusy

API Availability

Has API

API Availability

Has API

Pricing Information

$150/month
Free Trial Offered?
Free Version

Pricing Information

$200 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TradeGuard

Date Founded

2026

Company Location

United States

Company Website

trade-guard.pro

Company Facts

Organization Name

Beam

Company Location

United States

Company Website

www.trybeam.com

Categories and Features

Categories and Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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