BuildDaily Guide
How to organize construction project files
To organize construction project files, keep files attached to the project records they support, group them in folders, preserve useful metadata, support preview and download, allow rename and move actions, and provide bulk delete, move, copy, and zip workflows.
Checklist
- Folders
- Uploads
- Downloads
- Previews
- Rename
- Move
- Delete
- Bulk copy
- Bulk move
- Bulk delete
- Bulk zip
Where it fits in BuildDaily
The record lives where the work happens: inside the project, estimate, service call, file area, document packet, CRM record, time entry, or manpower plan.
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