How do I run a pre-check from the dashboard?
Quick answer: On the Runs tab of your dashboard, click + New Project, pick Pre-Check Your Plans, choose the city, enter the address, pick the permit type, drop your plan set, and click Run Pre-Check. If the review needs payment, the next screen shows the price and a Pay … & start review button. The review then starts on its own and you can close the tab.
Steps
-
Go to your dashboard and open the Runs tab. (On the Job Sites tab, use the round + button and pick Pre-Check instead.)
-
Click + New Project.
-
The dialog asks What do you need? with two cards: Pre-Check Your Plans and Corrections Response. Click Pre-Check Your Plans.
-
Fill in the form:
- City or county — search the cities and counties shown in the list. For an unlisted California jurisdiction, pick Other and type its name; that fallback uses California state law. See City or county not in dropdown.
- Address — start typing and pick the match.
- Permit Type — pick the permit that fits, for example a residential addition, a new single-family home, an EV charger, solar PV, a commercial tenant improvement, or multi-unit housing. Not sure? Click Not sure? We’ll figure it out, describe the project in plain words, and CrossBeam suggests a type.
- Under the permit type, a line tells you whether the city has enhanced review data for that permit or whether the review uses California state law only.
-
Drag your plan set into Drag files, folders, or ZIPs here, or click it to pick files. See What files CrossBeam accepts.
-
Click Run Pre-Check. You land on the project's page while your files upload. Keep the tab open until the upload finishes.
-
If your account needs to pay for this review, you see Ready to Review with the price and a Pay … & start review button. Pay through the secure checkout and the review starts on its own.
-
Wait for the review. The page shows a live progress bar, the time so far, and a typical time for your permit type. A simple permit such as a reroof takes minutes; a large commercial or multi-unit set can take a few hours. You can close the tab and come back.
What it costs
Each review is priced by permit type. See Review pricing or the live Credits page. New organizations get a discount on their first review; see First-review discount.
Where the project goes
Every pre-check with an address is filed under its property on the Job Sites tab. See Create a job site.
If something goes wrong
- Wrong permit type, or you want to stop it? See Cancel a review or change its permit type.
- Upload fails — see Upload failed.
- Review fails — see Retry a pre-check and Pre-check failed.