How do I get around the app?
Quick answer: The top nav has Projects, Drive, and Ask AI for ordinary builder accounts. City-sponsored PreCheck accounts use a smaller navigation with Projects and their city's Ask AI. Click your email address on the right for your credit balance, Help, Settings, and Sign out. Click the CrossBeam wordmark to go back to Projects from anywhere.
Steps
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Click Projects to see your reviews. New projects start from the New Project button there.
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Click Drive to store documents. Click Ask AI to ask a permit question.
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Click your email address in the top-right to open the account menu.
The top nav
| Nav item | What it is | Link |
|---|---|---|
| Projects | Every pre-check and corrections response you or your team has run. | Projects |
| Drive | Your team's document library (the Permit Drive). Uploading here doesn't start a review. | Drive |
| Ask AI | The permit assistant. Ask a question without starting a project. | Ask AI |
City-sponsored PreCheck accounts do not see Drive, Job Sites, or a credit-balance row; their reviews start through the sponsoring city's submission page.
The account menu (click your email)
- {N} credits · Add more — your balance. Opens Credits.
- Help — this help center, at Help.
- Settings — account, password, notifications, team, and more, at Settings.
- Sign out — ends your session.
The Projects page
- Job Sites and Runs tabs at the top. Runs is the project list. Job Sites groups runs by property address.
- On Runs: My Work and Team tabs, the New Project button, filters, and search.
- Click a project to open its results. The ⋯ menu on a project has Delete.
See My Work vs Team for the tabs.