Beech documentation

1. Create your firm at /signup and pick a plan (Starter, Growth, or Firm).
2. From Projects, create your first project (optionally from a drawing template).
3. Add a drawing on the project page — category, phase, assignee.
4. Open Tasks → Board and move the linked task through the columns.
5. (Managers) Open Schedule to create a sprint, then Reports to download Excel.

Create a firm at /signup. You enter firm name, your name, email, and password. The account creator becomes the firm Owner with Admin access.

Beech is one product with full features on every plan. You pay for team size — not feature tiers. Plans are Starter, Growth, and Firm, each with a seat cap. Nothing is held back on lower tiers.

After signup, invite teammates from Settings → Team. Each active Admin, Manager, or Contributor counts toward your seat cap. Razorpay checkout is used when billing keys are configured; local/demo environments without those keys still use the pilot payment stub and apply plan fields immediately.

The Projects page is your portfolio view. Admins and Managers see every firm project; Contributors see projects they belong to or have assigned drawings on.

Create a project (Admin/Manager): click New project, then fill in name, client, project code (e.g. VILLA01), priority, optional drawing template, and team manager. Templates pre-populate a standard drawing list.

Each project card shows phase, priority, revision round (if any), and completion percentage — drawings Approved or Final divided by total drawings. Use header search (drawing number) to jump to a drawing; results respect role scope.

Drawings are the atomic unit of work. Each belongs to a project, receives a numbered ID, and moves through a lifecycle from Not Started through Final.

On a project detail page, add drawings with title, category, phase, and assignee. Categories and drawing phases come from your firm's Settings catalog — rename, hide, or add custom tags there.

Status options include Not Started, In Progress, Internal Review, Revision Needed, Approved, Sent to Client/Vendor, Client/Vendor Feedback, and Final. Status changes sync with the linked Kanban task where applicable.

Dependencies link drawings to other drawings or vendor requests. Blocked drawings surface on Home and project tables with an orange badge. Request internal review from the drawing row to send work to a reviewer's inbox.

Every drawing has a linked drawing task on the board. You can also create custom tasks — follow-ups, coordination items, or site actions — tied to a project but not to a drawing number.

Self-assignment: Contributors can only assign tasks to themselves. Admins and Managers can assign anyone in the firm (or on the project). Custom tasks skip the Approved review gate when moved to Done; drawing tasks still require it.

Open Tasks from the main nav. Switch between List and Board. Filters cover project, assignee, status, and deadline. Click a task for description, comments, and status history.

One board with seven columns: Backlog, To Do, In Progress, Blocked, On Hold, In Review, and Done. Contributors see their tasks; Admins and Managers see the firm board. Filters (project, assignee, status, deadline, and in-sprint) live in the URL so board views are shareable. Use Project or Assignee filters to focus; cards show project code when viewing all projects.

Cards also show type badge (Drawing vs Custom), dates, hours, assignee, and sprint / spillover badges when applicable. Managers can add a task to the current sprint from the task detail panel.

Internal review is the approval gate before drawings move to client or vendor release. From a project drawing row, request review and assign a reviewer.

Reviewers open Reviews to see pending items. Actions: Approve, Request revision, or Reject. A drawing-linked task cannot move to Done without an Approved review — resolve the review first. Custom tasks do not use this gate.

Vendors holds your consultant directory, active requests, and communication log. Admins and Managers add vendors with name, type, and coordinator. Vendor types are firm-managed in Settings.

Create requests from a project — track status through Delivered / Approved / Rejected. Stale follow-ups appear on Home for managers.

Log site visits from the project page: date, notes, and follow-ups (one per line). Convert follow-ups to tasks when a site observation becomes tracked work.

Schedule uses three phases for the active sprint: Schedule, Add tasks, and Review. Only one phase is shown at a time.

1. Open Schedule (Admin/Manager). With no active sprint, create one with name, duration, and dates — firm-wide or project-scoped. Only one active sprint is allowed per firm.
2. Switch to Add tasks to pick incomplete work (or add from a task detail panel on Tasks). Undated tasks are auto-scheduled to the sprint window by default.
3. Use the Schedule phase week grid to see placement by start/due dates. Edit dates inline from the grid. Spillover items show an amber badge. Click a task title to open it on the board.
4. Open Review (or “Review & complete sprint”) when the cycle ends: mark unfinished work as spillover, complete the sprint, and optionally create the next sprint with those tasks carried over. Past sprints appear in Schedule history.
5. Home shows an active-sprint banner; project pages show a sprint widget when relevant. Filter the Tasks board to “In current sprint” to execute the plan.
6. Download Excel from Reports (or sprint-scoped member export) using the same generators as the Reports page.

Open Reports for digests and .xlsx downloads.

• Member status — work in period, status, spillover, next-week items. Filters: Week | Month | Sprint; pick architect.
• Project portfolio — project, task, schedule, priority, deadline, status, remarks. Admin/Manager only.

Role ACL

• Contributor — own member report only; architect fixed to self.
• Manager — any Contributor (plus self) for member reports; portfolio for accessible projects.
• Admin — anyone for member reports; all firm projects for portfolio.

Server routes re-check these rules; client filter hiding is not trusted.

• Admin — full firm access, team, settings.
• Manager — firm-wide operations; team and settings for studio leads.
• Contributor — own tasks, assigned drawings, member projects.
• External — limited collaborator; does not count toward seats.

Seat caps apply to active Admin / Manager / Contributor users. Invite failures show your plan name and limit. Contact support to upgrade.

Admins and Managers configure firm-wide labels and templates under Settings.

• Project status labels — rename or hide workflow statuses (Intake → Completed). Keys stay fixed; you cannot add custom project statuses.
• Drawing categories — add, rename, reorder, or archive. In-use tags archive (hide from pickers) instead of hard-delete.
• Drawing phases — same flexibility as categories (Design, Sanction, or your own phases).
• Drawing list templates — reusable item lists for new projects.
• Firm events — announcements and morale dates on Home.

• Page errors after a database reset — visit /logout to clear a stale session cookie, then sign up or log in again.
• Cannot invite a teammate — you may have hit the plan seat cap. Deactivate unused users or upgrade.
• Cannot move a drawing task to Done — ensure there is an Approved internal review (custom tasks skip this).
• Schedule add-tasks error — refresh and retry; tasks must be incomplete and in the same firm (and project, if the sprint is project-scoped).