Project folders in Tudodesk explained.
Set-up
Tudodesk back-office
What's this for?
Project folders
Overview
When you check in new jobs, create a new lead, or send an estimate behind the scenes, we store that new document inside a project folder. As your team upload files, write comments and copies more documents, we place them inside this invisible folder. Folders help us present everything to you in one place. If you open an invoice, the related job sheet will be stored right along side it.
The project folder stores:
Documents (for the same job or project)
Files
Comments
History (activity feed)
For example: If you create a work order then copy that order to an invoice, the invoice is added to the project folder.
Creating new documents for existing customers
When you create a new document for an existing customer, we list the historical projects that the customer owns. You can then add the new document to a new folder or place it in an existing one.
When to use a new folder
The document represents new work
If the job is new
When to use an existing folder
If the document is related to the existing project
If the job is part of a bigger job (project)
If the job is a redo of a previous job. For example, if it is a warranty repair on work carried out.
Some real world examples
If a customer brings in more work for the same job, but the new parts are a new work order - Use the same project folder.
If a customer brings a job back under warranty, or for a redo - Use the same project folder
If a customer gives you repeat orders for the same job - Use the same project folder.
Copying documents
When you copy documents we automatically link them and place them into the same project folder.
How to access the project folder
Open any document in view/edit mode.
Click the Show menu in the top-right menu bar.
The project menu will open in the side panel.
Under the project menu, you can access
Documents
Comments
Files