Staying organized in the contractor industry can be difficult when you're always on the go from presentation meetings to job sites. Keeping all of your documents can be very hard because you are constantly traveling.
Although staying organized can be challenging, there are a few things you can do to stay organized while being field-based. Here are a few ways:
Although conventional, you will never have to worry about your schematics and other paperwork. Labeling each tab per client, you will have everything at your fingertips at a moment’s notice. With a file like this, it’s good to have two copies – a working file for your traveling office, and a main copy at your headquarters.
This software allows you to organize and track your tasks, giving you project templates in which to organize your work. You can take a picture of your documents and import them into the program for on-the-go access and organization.
This software allows you to work on documents from your laptop, phone, or tablet and organizes your documents as if you were in the office. Everything is stored in the cloud for easy retrieval.
Cloud storage is better than ever and allows you to see and access your documents when you need them. You can take a picture with your tablet or phone and upload it for safekeeping.
From portable printers to portable scanners, you cannot go wrong when you have one of these. A portable scanner, like a NEAT device allows you to scan receipts, documents and other important paperwork, immediately filing it electronically into your system. You will not have to wonder where you put a document again.
Some people still prefer tangible copies over technology. Keeping a binder of your projects handy will always work. Be sure to keep a hole-puncher handy to immediately put loose papers in place.
Shoeboxed or OneReceipt
These apps work with your phone or tablet and keep receipts in one convenient place in the cloud. You’ll never have to worry about whether or not you have a copy of the invoice, or a receipt for items. This is a practical tool to keep things organized.
All of these solutions will help any contractor stay focused and organized as they work throughout the day. Being able to have peace of mind while knowing you have the information you need safely on hand is key. Use the tools that will enhance your productivity for lasting results.