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A practical guide

A contractor project folder structure you can actually use.

Our suggested approach: start with a project reference, separate incoming material from approved records, and leave a visible place for questions.

By Folder & Form · Reviewed

Start with the project, not the sender.

Use a short project code consistently. A homeowner, supplier, and subcontractor may all send files for the same job. Sender-only folders scatter that job across the collection.

Use a small, stable tree.

This fictional structure separates work awaiting review from records ready to use. Add categories only when they solve a real retrieval problem.

P014-Sample-Renovation/
  00-Incoming/
  01-Homeowner-Documents/
  02-Agreements/
  03-Supplier-Quotes/
  04-Receipts/
  90-Questions/
  99-Superseded/

Keep revisions explainable.

Retain an original-to-renamed mapping. Use V01 and V02 for known revisions, and record which version is approved. A file named final-final does not establish approval.

Make uncertainty easy to resolve.

Leave unidentified documents in Questions. Ask one concrete question: “Which project is this for?” Avoid choosing a destination solely from the upload date or a similar filename.

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