Finding Files Quickly: Managing Job Files in Systemize

Wednesday, October 28th at 9:30am PT (12:30pm EST)

Big jobs bring a lot of files: template photos, drawings, layouts, signed quotes, change orders, install photos. When a job has 100+ attachments, finding the one you need shouldn’t mean scrolling through three pages.

In this webinar, we’ll show you how to keep job files organized from the first upload to the final install. You’ll learn how to:

• Group files by phase or file type so each job’s attachments stay easy to scan, no matter how many there are.
• Set up the file types your shop uses most, such as signed contracts, template photos, slab images, and name them consistently across every job.
• Build activity packets that pull the right files onto each activity, so your templaters, fabricators, and installers get exactly what they need for their step.
• Use Systemize’s latest file updates, including batch photo uploads, a sort order that stays put, and flipping through photos and documents in sequence.

Whether you’re setting up files for the first time or cleaning up a system that’s grown messy, you’ll come away with a setup your whole team can follow. You’ll spend less time hunting for files and more time on the job.