Beam AI - Video Guides

Pages
- 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

Beam AI - Video Guides

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How to access & edit takeoffs requested by your team members?

Access & edit takeoffs requested by your team members on Beam AI

We understand the importance of collaboration, and to make it even easier for you, we’ve enhanced our Beam AI platform. Now, accessing and editing takeoffs within your team is a breeze.

Here’s how you can efficiently share and edit takeoffs submitted by someone else on your team:

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Navigate to the Team Page: Easily view all takeoff requests submitted by your team. Utilize the filter options to quickly locate completed or in-progress takeoffs by their status or simply search using the property address.

Share the Takeoff: Click on the share icon next to the desired takeoff. Once shared, it will appear under your profile's "Shared with Me" tab.

Edit Shared Takeoffs: Open the takeoff and enable editing. If the takeoff is not currently being edited by another user, you can immediately start adding or adjusting features as necessary.

Sharing Folders: For broader collaboration, you can also share entire folders containing multiple takeoffs, ensuring that your team has all the necessary information at their fingertips.

This suite of features saves time and enhances your team's collaborative efforts, ensuring that everyone can contribute to and refine project details seamlessly.

Should you have any questions or require assistance, our customer success team is just an email away, ready to support you.

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