Navigating Beech

Beech has a single top navigation bar with four primary destinations plus a More menu. Everything else is accessible from within those pages.

Primary navigation

Global search

Press Cmd+K (Mac) or Ctrl+K (Windows) anywhere in the app to open the global search palette. Type a drawing reference number (e.g. RV01-FLP-005), a project name, a task title, or a vendor name. Results are scoped to what your role can access. Pressing Enter on a result navigates directly to that item.

Notifications

The bell icon in the top navigation shows your unread notification count. Clicking it opens a panel with recent notifications. Each notification links directly to the relevant item. Go to the full notification inbox at /notifications to mark one or all read and review history.

Notification types you will receive:

• A task has been assigned to you
• A drawing you own is approaching its deadline or is overdue
• A review has been requested on a drawing you need to review
• A review on your drawing has been completed (approved, revised, or rejected)
• A vendor request you are coordinating is due soon, stale, or overdue
• A task you own has been moved to On Hold
• A blocked task has escalated, or a task you own that was blocked has been unblocked
• A project has been handed off to you
• Your firm’s plan is expiring soon (Admins)

Manage how you get notified of events from the user menu → My profile → Notifications. Choose email (once a day, as it happens, or no email) and browser push notifications, then Email or Browser for each event, including task assigned. Some events only appear if they apply to your role. The in-app bell still shows everything.

Quick capture (notes and reminders)

The spark icon in the top navigation (next to the notification bell) opens Quick capture. Press Cmd+J (Mac) or Ctrl+J (Windows) from anywhere in the app to toggle it. The drawer is yours alone — it is not tied to a project. Full lists live at /notes and /reminders, and both pages include a New button for direct creation. BeeBo can also create notes and reminders via a Confirm plan.

• Note — type in “Take a note…”, then Save note. The format and expand icons open a full-screen editor with a formatting bar. Bullet and checklist insert markdown into the box. Saved notes appear under Recent notes; use the ⋯ menu to edit or delete. View all notes shows the rest.
• Reminder — type in “Remind me to…”, adjust the due date (defaults to one hour from now), and press Set reminder. The item appears in Upcoming immediately. Check it off when done; completed items collapse into a Completed section.
• Home — under the sprint column on Home, Notes and Reminders each show up to five cards in a horizontal strip. View all opens a list of everything.

Help Centre and BeeBo

Click the question mark icon in the top navigation to open the help panel. It links to this documentation, a downloadable PDF of the user guide, keyboard shortcuts, and the Help Centre. In Help Centre, Beech Assistant answers product how-tos and can open a support ticket (bug, how-to, billing, feature request, request more projects, callback, or other). Tickets support replies and attachments (up to 5 files, 10 MB each). BeeBo (bottom-right or /beebo) is the firm agent for live data and Confirm-gated changes — see BeeBo.

New internal accounts see a role-specific setup guide on Home. Admins set up the firm (first project, drawing list, invite, sprint, report). Managers open a project, review drawings, optionally invite, plan a sprint, and download a report. Contributors open their project, find drawings in Workspace, update a status, and download their own report. Small firms may see invite marked optional and listed last for Admins.

Library

More → Library opens the firm-wide file library — shared documents that are not tied to a single project Vault folder. Only Admins manage library files; everyone who can open Library can browse what their firm has shared there.

Mobile

Beech works in mobile browsers. The navigation collapses to a bottom tab bar with four primary destinations: Home, Projects, Workspace, and Schedule. A fifth tab opens more options. Site visit logging is specifically optimised for mobile — architects often log notes from the site on their phone.

Before you start

• Confirm you can open the relevant page and that your role has permission to perform the action.
• Identify the project, drawing, or task context before you start so updates are recorded in the right place.

Workflow checks and quality guardrails

• ✓

  Checklist item 1: Follow the Navigating Beech process in order and save frequently after each meaningful update.

• ✓

  Checklist item 2: Write enough context in notes or comments so another teammate can understand the change without asking you.

Common mistakes to avoid

• Skipping ownership or due-date details, which makes reporting and follow-up unreliable.
• Updating status without adding context, which creates confusion during reviews and handovers.

Troubleshooting

1. 1
   Troubleshooting step 1

   If an action is unavailable, verify role permission and whether required upstream fields are completed.

2. 2
   Troubleshooting step 2

   If expected results are not visible, check page filters and refresh to confirm synced state.

What to do next

1. Open /docs/home and continue with the next workflow.
2. Open /docs/reports and continue with the next workflow.
3. Open /docs/troubleshooting and continue with the next workflow.