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

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How to manage takeoffs with the folder system?

We know you’ve found yourself navigating a maze of takeoffs, wishing for a simpler way to organize projects that span different locations or seasons. And we’ve created just the solution for you: folders.

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💡What’s New?

Custom Folder Creation: You now have the flexibility to create your folders directly in the Beam AI platform. Sort and group your takeoffs effortlessly.

Easily Organise Portfolio Takeoffs: For those sprawling projects covering multiple properties under a single project, folders will be your new best friend for keeping everything organized.

Duplication and Customisation at Your Fingertips: Duplicate folders and requests as needed, group takeoffs for different seasons or services, such as snow management in winter or lawn care in spring in different folders.

🤟Why You’ll Love It:

No more sifting through bulk requests. Categorise and access your takeoffs with ease.

Share folders with team members, ensuring everyone is on the same page.

Need those details in a different format? Export your folder contents to Excel, PDF, or JPEG, making it simpler to review and present your data.

Gone are the days of requesting bulk folder organisation from our side. With this update, the power to organize is in your hands.

Learn how to create and manage folders on Attentive.ai's Beam AI platform for better takeoff organization.

Step 1: Click on create a new folder. Step 2: Give the new folder a meaningful name. Step 3: Your folder is now created. Step 4: Select the properties you want to group into that folder. Step 5: Click on move to folder, then select the newly created folder. Step 6: Notice that by selecting the folder, you can see various options Step 7: Explore the options to share, duplicate, export, or delete the takeoffs. Step 8: Export the folder as a PDF, Excel file, or JPEG.

That concludes the tutorial on creating and managing folders on Attentive.ai's Beam AI platform.

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