How can we help you?

How do I create a CrossBeam account?

Open /login and pick Google, Microsoft, or email

How do I get around the app?

Open the dashboard; the top nav has Projects, Drive, Ask AI

How do I sign in?

Go to /login

What is CrossBeam and what can it do for me?

Open the landing page

How do I accept the city's Terms of Service?

Scroll to the bottom of the TOS, check the box, click I Agree & Create Account

How do I submit a permit through a partner city?

Open /submit/{city-slug}, create your account, accept the TOS, upload your plans

What happens after I submit through a city portal?

Open Projects to track status; you'll also get an email when the review is done

How do I generate my final corrections letter (Finalize & Issue)?

On Findings, click the green Finalize & Issue button top-right

How do I read my pre-check results?

Open the project from your dashboard; lands on the Findings tab

How do I retry a failed pre-check?

Open the failed project and click Retry

How do I round-trip findings through Bluebeam?

On Findings, click the Bluebeam dropdown top-right — Export or Import

How do I run a free pre-check?

Go to /start, sign in, pick city + permit type, upload plans

How do I run a pre-check from the dashboard?

Click + New Project → Pre-Check Your Plans

How do I triage findings (Accept, Reject, Modify, Skip)?

On Findings, use the controls on each finding card to Accept, Reject, Modify, or Skip

How do I use the Plan Review Assistant (the chat inside a pre-check)?

On Findings, click Assistant top-right to open the drawer; click the chat icon that appears on a finding card on hover to scope a conversation to that finding

What files does CrossBeam accept and how do I upload plans?

After picking city + permit type in New Project, drag your PDF into the upload area

How do I analyze a corrections letter from the city?

Click + New Project → Analyze Corrections, upload the letter PDF

How do I answer the AI's clarifying questions?

On the project page, open the Questions tab and answer each one

How do I download my corrections response package?

On the project page, click Download or Export on the Action Items or Findings tab

How do credits work?

Open Credits to see your balance and buy a pack

How do I buy credits?

Open Credits, pick a pack, click Get N Credits, pay through Stripe

How does the free trial work?

Open /start; first pre-check is free per email

How much does each review cost?

Open Credits; the What Can You Review? table shows live pricing

Where do I see my credit transactions?

Scroll down on Credits to the Recent Activity section

What is Drive and when should I use it?

Open Drive and drag files, folders, or ZIPs into the dropzone

How do I use Ask AI — the three CrossBeam chatbots?

Click Ask AI in the top nav for the California-wide assistant, /chat/{city-slug} for a city-scoped one, or the Assistant button inside a pre-check for finding-scoped chat

How do I invite a teammate?

Open Settings → Team Management → Invite member (org admins only)

How do I manage my team members?

Open Settings → Team Management (org admins only)

What's the difference between My Work and Team views?

On Projects, toggle between My Work and Team

How do I connect CrossBeam to Claude?

Open Settings → Claude Integration and follow the setup steps

How do I control email notifications?

Open Settings → Email Notifications, toggle categories, Save Changes

How do I opt out of ad data sharing?

Open Settings → Privacy, toggle off Advertising data sharing

How do I retake the guided tour?

Open Settings → Guided Tour → Retake Tour

I bought credits but my balance didn't update

Refresh Credits; Stripe webhook usually catches up within 60 seconds

My city isn't in the dropdown

Pick Other in the city dropdown and type the city name

My pre-check failed or was cancelled — what do I do?

Open the project and click Retry; first retry is usually free

My upload failed — what do I do?

Delete the stuck project and start a new one with a fresh file export