Business owners: create structured job and data folders on job creation
Business owners: create structured job and data folders on job creation
Business owners see new jobs without folders, forcing field staff to hunt for files. It creates a job folder and a separate job data folder so field staff have organized files.
Overview
Missing job folders cause handoff errors and slow field crews for business owners. This workflow ensures a standard job folder plus a separate data folder when a job is created, cutting down on file hunting and giving field staff organized, accessible documents—operations report fewer file-related delays.
Notable Features
- Create job folder on job creation
- Create separate job data folder
- Notify field staff with folder link