caseyhunt Helpful | Level 5

That makes sense. One thing I’m also finding useful is separating active jobs from completed ones, rather than letting every customer folder stay in the main working area indefinitely. Once a job is finished, I can move the photos, estimates, invoices, and other records into an archive while keeping the same customer/job…

Thanks Theresa, that’s helpful. I like the idea of keeping one folder per customer or job and using simple subfolders rather than building a huge folder tree. The consistent file naming is probably something I need to improve too, especially when I’m looking for photos or documents from older jobs. I’m also interested in…

I think the level system is a good way to encourage people to become more active instead of simply joining the community and leaving after getting an answer. I especially like that the higher levels are connected with helpful participation, answering questions, and contributing useful information rather than just account…