Beam AI - Video Guides

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- Video Guides | Beam AI
  Beam AI Overview | Let's create your first automated aerial takeoff!
  Beam AI Overview | How to view, edit, and share your aerial takeoff ?
  Beam AI Overview | Let's Learn how to submit automated blueprint takeoff!
  Beam AI Overview | How to view, edit, and share your blueprint takeoff?
  How to do Manual Measurements ?
  How to Create a Duplicate Takeoff ?
  Measure large HOA properties quickly!
  How to Resubmit a Takeoff ?
  Share sitemaps with prospects—with and without the measurements
  Raise a ticket on Beam AI platform
  How to split property features like separate lawns as per your mowing equipment or split sidewalk types?
  How to submit a takeoff request from the Attentive OnSite mobile app?
  How to use the markup tool ?
  Detail your takeoffs like never before with custom colors & patterns!
  How to add new property features in even fewer clicks?
  How to split your property into multiple zones?
  How to utilize shareable links?
  How to navigate your takeoff with the measurement table and sheet panel?
  How to run multiple takeoff requests parallelly?
  How to locate yourself on a large property with Attentive OnSite’s 'Locate Me' Feature?
  How to group property features within takeoffs?
  How to manage takeoffs with the folder system?
  How to access & edit takeoffs requested by your team members?
  Elevate your takeoffs: Introducing custom & split features on Beam AI
  Learn how to quickly measure small properties by yourself!
  Bulk Export Portfolio Sites on Beam AI
  How do you add detailed, geo-tagged notes on sitemaps?
  Change in your blueprint plan? Resubmit takeoff requests for any change, big or small!
  Snapping & Merge Tools for Enhanced Precision
  Edit & Resubmission Logs: Track Every Takeoff Update!
  Mini Bid Management
  How to navigate the updated features panel ?
  How to navigate the updated plans panel ?
  How to submit a Blueprint takeoff ?
  How to raise a support ticket ?
  How to use the editing toolbar (when editing is disabled) ?
  How to navigate the updated detailed report ?
  How to use the editing toolbar (line and point features) ?
  How to use editing toolbar (polygon features) ?
  How to access your takeoff & share it with your team ?
  How to Resubmit takeoff in Beam AI BPT ?
  How to categorise quantities into tags and groups ?
  How to export takeoff across Excel, PDF, view only link, and JPG
  Share takeoff internally from measurement screen & from takeoff
  Beam AI - Share Takeoff (Externally)
  Raise a support ticket from main screen and takeoff
  How to submit HOA takeoffs (common areas)
  Creating and Editing Notes
  Mini Bid Management
  Overview of Measurement Folders
  How to Submit Bulk Takeoffs (Pro Accounts)
  Dividing a Single Property Into Multiple Zones
  Editing Takeoffs - Add Feature
  Reclassify & Split Feature
  Adding Parcels to an Existing Boundary Before Takeoff Submission
  Beam AI - Export Functions
  Editing Takeoffs - Snap To Feature
  Editing Takeoffs - Overlapping Feature
  Beam AI - Setting Customisations

...

How do you add detailed, geo-tagged notes on sitemaps?

At Attentive.ai, we understand that details make the difference. That's why you can now incorporate detailed, actionable notes directly on your sitemaps.

⁠

Rich, Detailed Notes: Now, you can annotate your sitemaps with notes that include text, images, or even videos. Perfect for marking areas needing extra attention like pest issues, or noting specific care instructions.

Geo-Tagged Notes: Place notes at exact site coordinates to address particular issues or tasks, complete with geo-tags for absolute accuracy.

How It Helps

Jot Down Site Conditions: Document conditions directly on your map, enhancing your ops planning and client presentations.

Service Issue Tracking & Job Planning: Assign and track tasks efficiently with geo-tagged notes that keep everyone from field crews to project managers aligned and informed.

Comprehensive Reporting: Generate detailed work reports and run site audits effortlessly with all the documentation you need at your fingertips.

Enhanced Customisation and Control

Rich Text Formatting: Bold or italicise your text for emphasis.

Targeted Communication: Tag team members directly in notes for specific instructions or updates.

Privacy Settings: Control visibility of your notes, choosing whether they are shared with selected team members, project groups, or kept private.

Quick How-To

Navigate to the takeoff page and click on the three-dot menu at the bottom.

Easily add notes at specific coordinates, enhancing clarity for onsite teams.

Tag team members in notes and manage visibility via privacy settings.

For any assistance, don't hesitate to contact us. We are here to support you every step of the way.

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