Who it's for: everyone on the project. What each person sees depends on their role.
What you'll do: upload drawings, contracts and photos to the project folders, open a file in preview, find it with search and hand a drawing to a contractor.
Before you start
- The Files module is on every plan. Storage depends on the plan: Start 25 GB, Company 100 GB, Pro 400 GB. You can buy more as an add-on. See How to change your plan and download an invoice.
- A new project gets ready-made folders: design and construction documentation, contracts, cost estimates, cost documents, orders, schedule attachments, photos from the journal and from issues, and other. System folders can't be deleted by accident.
Steps
1. Upload files
- Go to Files and open a folder.
- Click Upload file or drag files into the window. From your phone, upload a photo from the camera or record a voice note.
- Add your own subfolders with New folder. Change a name with Rename, and move files by dragging.
2. Find and open a file
- Search covers the whole job by file name.
- Click Preview to open the file full screen without downloading it.
3. Hand a drawing to a contractor
A contractor sees only the files they uploaded themselves. Add the drawing they need as an attachment to the schedule task assigned to them. See How to build a construction schedule.
Who sees what
- People with full access see the job's files.
- Invoices and orders are visible only to roles with access to costs and orders.
- A role with access to its own files sees only what it uploaded.
What happens next
- Photos and files from the journal, issues, orders, schedule and costs land in their folders automatically.
- You pick a floor plan for issues from the job's file library. See How to report and resolve a construction issue.
- Save a file from a conversation to the project with Save to Files.
Troubleshooting
- The contractor can't see the drawing. The contractor role sees only its own files. Add the drawing as an attachment to their task.
- Storage is running out. The app warns you before it does. Delete files you don't need or click Buy storage.