Collecting files
Use Team Deliveries when the main task is to request documents, assign the right person and review each submission. Prepare names, periods and formats before sending invitations.
Client documents & job records
A client project produces different kinds of records. A requested document needs an owner and a review decision. A job bill needs charges, payments and a remaining balance. Start with the record you need to maintain.
Recording work
Use Trade Ledger when you need a record for each job, with materials, charges and payments. Read its language and date limitations before sharing with a customer.
Before inviting a client
Try the complete workflow with sample information. Check what the recipient can see, whether they need an account, and how you will keep a copy after the project ends.
Applications for this activity
On the App Store
Team Deliveries
Assign a document checklist, invite each participant, and review submissions in one workspace.
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On the App Store
Trade Ledger
Keep job charges, materials, work notes and received payments in a record for each job.
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