Contracts, bond letters, delivery notes and site photos

What moves

Files that belong to a job are kept in Documents and linked from the record: the contract and its signed copy, a bond and its extension letters, a delivery note for materials on site, a variation's instruction, and the diary's photos.

Before you start

• Construction and Documents in your plan
• A document workspace to keep the files in

Step by step

1. Site engineerConstruction & Contracting

   Adds photos to the diary.

   You see:The photos are filed in Documents.

2. Construction managerDocument Management

   Attaches the contract, or a bond letter, from Documents.

   You see:The record links to the file.

Related

• Construction & Contracting
• Document Management
• Job contracts and subcontracts are signed through Contracts
• Materials issued to a job become the job's cost
• Pick the machine from the asset register
• The site diary is written, reviewed and kept
• A progress claim becomes money in the bank
• Connections between modules