1
One Google Drive folder per job
We created a folder naming convention: YYYY-MM_ClientSurname_JobType — for example, 2024-11_Wilson_Turf-and-Irrigation. One folder per job. Tom creates the folder on his phone when he takes the first site visit photo.
2
Consistent photo habit: before, during, after
Three photo batches per job. Before work starts. During installation. After completion. All moved to the job folder before leaving site. Tom sets a reminder on his phone: "Move photos before leaving." It took two weeks to become automatic.
3
Job notes file in each folder
A simple text file inside each job folder with six fields: Client name and contact, address, scope of work, materials used, subcontractors on site, and any follow-up items. Tom dictates this using voice-to-text on his phone before leaving. Takes 90 seconds.
4
Quote documents saved to the same folder
PDF quotes are saved to the job folder when sent. Signed copies go back in the same folder. No searching for "which version did I send?" — there is only one folder per job.
Example job notes template (voice dictation):
"Client: Sarah Wilson, 0412 xxx xxx. Address: 14 Banksia Way Wollert. Job: Turf and drip irrigation, rear yard. Materials: Sir Walter turf 180sqm, Netafim drip line, Hunter controller. Subcontractor: nil. Follow-up: Client wants quote on front garden design in March."