The job
Files
Drawings, photos, and PDFs live on the job they belong to, and in one library for the company.
A shared drive is where plans go to be renamed twice. Orvo keeps the file on the job: the plan, the photo, the signed PDF.
The company library shows attachments across jobs, so the office can find last year’s detail without asking who had the thumb drive.
- Job files
- Plans, photos, and paper for this address, not a folder named misc.
- Company library
- Attachments across jobs, when you need the file and you are not standing on that site.
- On the record
- A file can sit with the estimate, the contract, or the daily log it belongs to.
- The client’s copy
- What you meant them to have is the file on the job, not an attachment they cannot find.