Getting started
Learn the basics of Beam and how to set up your account, projects, and team.
- How do I add a new user/teammate to my account?
- What features are within each plan or subscription tier?
- How do I sign up for Beam?
- How do I link a bank account?
- What's the difference between a project and an estimate in Beam?
- What permissions should I assign my new teammate?
- How can I put my company logo on my estimates and invoices?
- How do I create my first estimate?
- How much does Beam cost?
- How do I change the email associated with my account?
- How do I update my Accounting Codes?
- What is Micro-deposit verification and how does it work?
- How to mark a project as completed
- Is there a Beam app?
- Is Beam a safe platform to use?
- How long does the Core tier last, and are there any terms or restrictions for using it?
- What are the file size limits within Beam?
- How do my clients access their projects?
- Where do I go if I need help in Beam?
- How do I sync my QuickBooks Online and Beam accounts?
- How do I customize my customer-facing documents (invoices, estimates, etc.)?
- How do I add a second line of business under the same email?