Finished work gets its file link saved and sent to the client
When you mark something as final, the file gets saved in the right folder with a clear name, the link gets saved with the job, and your client gets it. Nobody goes hunting for the final version, including you.
Save time nowTell us what you want off your plate.
Why does this matter?
Because "can you send that again?" eats more time than it should.
A client emails asking for the final copy. You open a folder and see four files with almost the same name. Which one did they approve? You dig through old emails to be sure. Twenty minutes later, you finally hit send.
Multiply that by every contract, quote, and finished project, and it adds up. Not because you're disorganized. Because saving and sending the same way every time is one more thing to remember.
What does this actually do?
- You mark something as final. A contract, a quote, plans, estimates, photos, or the finished work itself.
- The final file gets saved in the right folder with a clear name, so it's easy to find later.
- The link gets saved with that job on your to-do list, so it's always one click away.
- Your client gets the link to the final file, sent the same good way every time.
How does it work?
You show us how you keep your files now. Messy is fine. We'll keep it simple.
We set it up with what you already use. You keep marking work done the way you already do.
When you mark something final, it gets saved, named, and linked. Your client gets the link from the folder you chose, so only files you put there can go out.
What stays with you?
All the parts that need you.
Which version is truly final. What to keep forever. What to delete. Nothing gets marked final until you say so, and nothing gets thrown away for you.
Questions owners ask about this
Do I have to reorganize all my files first?
No. We start from how you keep files today and make the next ones land in the right place. You don't have to clean up the past to get help with the future.
What counts as "finished"?
Whatever you say is final. A signed contract, a quote you've approved, plans, estimates, photos, or a finished project. You make the call, and the saving and sending follow.
Will my client get files I didn't mean to send?
Only the file you mark as final gets sent. Drafts and older versions stay with you. You choose what counts as final.
Ready to stop digging for the final version?
Tell us which repeat task takes up too much of your day. We'll help you find a practical place to start.
Save time now