Activities and Files

Overview#

The job timeline and file repository are your “single source of truth” for what happened on a job.

Activities#

Use activities to record:

• Site notes
• Progress updates
• Internal communication
• Checklists (if configured)

Good activity notes include#

• Date/time context
• What was done
• What’s next
• Blockers/risks

Files#

Attach files to jobs such as:

• Photos
• PDFs
• Supplier invoices
• Compliance documents

Recommended file categories#

• Before photos
• During photos
• After photos
• Signed approvals
• Supplier docs

Best practices#

• Adopt a standard naming convention for files.
• Add photos before/after where relevant.
• Keep key decisions in activity notes.

Troubleshooting#

Upload fails#

• File may be too large.
• Your account may have storage limits.
• Try a smaller file or ask admin to check storage settings.