Paperwork and filing Entry 69 Office
Keep a folder for every job, and a log of every certificate and permit
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“When a job is booked, make its folder from our template. Log every certificate and permit that comes in, and tell me when an active job is missing one.”
- You text“When a job is booked, make its folder from our template. Log every certificate and permit that comes in, and tell me when an active job is missing one.”
- It readsYour job board, Google Drive, Google Sheets, Gmail or Outlook.
- What stays yoursThe template and the naming. What each kind of job needs. The log is a record, not a sign-off.
- You getA folder for every job without anyone making one, and a certificate log you never have to build the night before an audit.
- What it does
- The moment a job is booked, its folder exists in Google Drive, built from your template with your subfolders and naming. Every certificate, permit and inspection sheet that arrives is filed to the job and logged: which job, what it certifies, the date, where the file is. When an active job is missing one it should have, it tells you before the inspector does.
- What stays yours
- The template and the naming. What each kind of job needs. The log is a record, not a sign-off.
- What it connects to
- Your job board, Google Drive, Google Sheets, Gmail or Outlook.
- What you get
- A folder for every job without anyone making one, and a certificate log you never have to build the night before an audit.