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

Beam AI - Video Guides

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How to utilize shareable links?

Elevate project transparency with shareable links!

Picture this: You're sitting across from your client, discussing the budget for the upcoming project. Now, you have a way to instantly justify your quote with concrete visuals and measurements. Use the Shareable Link feature on Attentive.ai. Back your estimates and share project details with clarity, and watch trust build in real time.

But that’s not it! Before your operations team heads out for maintenance work, you share the same link with them. Now, they have an interactive guide on what needs attention, ensuring proper execution and alignment with your client's expectations.

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💡 Here’s How It Works

Intuitive Shareable Links: Generate a link with a click and share your property details, including all features and measurements. This isn’t just a link; it’s your project in a compact, interactive form.

Customized Viewing: Decide what you want to present. Toggle on or off specific property features. Plus, switch between square feet or acres as your measurement metric.

Show or Hide Measurements: Tailor what you display. Opt to showcase measurements in sq ft or keep them hidden, based on what best suits your presentation needs.

Expirable Access: Control how long your link stays active by setting an expiration date, ensuring it's accessed only for the necessary duration.

Integrated Notes for Seamless Communication: Visited a property post-measurement? Add geo-tagged notes directly to the shared link. These notes not only sync with our Attentive OnSite mobile app but also empower your crew with real-time insights.

Client Transparency Perfected: Provide clients with a comprehensive look into your work scope, ensuring clarity and building trust. Showcase features, square footage, and more to back your estimates.

💡 Enhanced Site Communication:

Optimized Internal Directives: Direct your teams with clarity. Do you need a focus only on lawns? Your shareable link is your guide, making internal communication seamless and precise.

💡 Why Use Shareable Links?

Boosted Client Confidence: By sharing a clear breakdown of your work, you bolster client confidence and foster transparency.

Improved Operational Efficiency: Detailed, visual instructions reduce errors, ensuring that operations are swift, precise, and efficient. Share a live view of your project details with notes that have all your specific instructions without the back-and-forth.

Share project specifics, square footage calculations, and more, all in a single click!

To understand more about the Shareable Link feature and explore other ways to optimize your experience with us, don't hesitate to connect with our dedicated customer success team.

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