Welcome to Beech — User Guide

Introduction

Last updated: 24 Sep 2026

On this page

How Beech is organised
What you won't find here
Before you start
Workflow checks and quality guardrails
Common mistakes to avoid
Troubleshooting
What to do next

Beech is project and drawing management software built specifically for architecture firms. It replaces spreadsheets, WhatsApp threads, and disconnected tools with one organised workspace where drawings, tasks, vendors, and team communication live together.

Drawing-first

Every drawing gets a unique number, a lifecycle, an owner, and an approval chain — not just a row in a spreadsheet.

Connected work

Drawings, tasks, vendor requests, and reviews are all linked. Blocking one item surfaces the impact downstream automatically.

Role-scoped

Admins see every project. Managers and Contributors see only projects they belong to. Nobody sees what they don't need.

Sprint planning

Run weekly or multi-week sprints firm-wide, per project, or per team. Complete the sprint when it ends; unfinished work stays in Available work.

Vendor tracking

Track every structural, MEP, or consultant request with chase notes, status history, and stale-follow-up alerts.

Reports & exports

Download Excel and PDF reports by team member or project portfolio. Print sprint sheets for meetings.

How Beech is organised

Everything in Beech belongs to a Firm — your studio's isolated workspace. Within a firm:

Projects hold all the work for one client engagement.
Drawings are the atomic unit — each has a number, status, assignee, and approval chain.
Tasks are linked to drawings (one each) or standalone general tasks.
Sprints are planning windows that pull tasks from projects into a timed work period.
Vendors are external consultants your firm coordinates with across projects.

What you won't find here

Beech does not replace AutoCAD, Revit, or any drawing creation software. It manages the lifecycle of drawings produced in those tools — assignment, review, approval, and delivery. Think of it as the operations layer that sits alongside your design tools.

Before you start

You have accepted your invite and can sign in with the exact same email used in the invite.
You know your role (Admin, Manager, or Contributor) because this controls what you can see.

Workflow checks and quality guardrails

Checklist item 1: Start every day from Home, then move to Workspace to execute assigned work.
Checklist item 2: Use command search before browsing manually through project lists.

Common mistakes to avoid

Trying to configure every setting on day one before learning the daily workflow loop.
Assuming missing projects are a product bug when access scope is role-based.

Troubleshooting

1
Troubleshooting step 1
If a project is missing, ask a manager to confirm project membership from project Info.
2
Troubleshooting step 2
If data appears stale, refresh and verify filters are not limiting your view.

What to do next

Open /docs/signup and continue with the next workflow.
Open /docs/navigation and continue with the next workflow.
Open /docs/projects and continue with the next workflow.