Files & Floor Plans
Two tabs hold a project's visual and document record: Files for documents, and Floor Plans for marked-up site drawings.
Files
The Files tab is the project's document vault — blueprints, permits, photos, signed contracts, deliverables — organized in folders.
- Folders nest to any depth, with breadcrumb navigation and per-folder counts and total size.
- Files carry a category, a note, size, and type, and are previewed inline (images) or downloaded.
- Switch between a grid and a list view, search by name, and sort by name, date, or size.
- Upload by drag-and-drop, and move, copy, rename, or delete files and folders.
Linking files to records
Beyond folders, a file can be linked to other records — a contract, a task, a milestone, an estimate, an invoice, a purchase order, or a service form. Each link has a type that says what the file is in that context:
| Link type | Meaning |
|---|---|
| Reference | Informational. |
| Signed copy | The executed/legal copy. |
| Deliverable | A contractual deliverable. |
| Supporting doc | Backup or evidence. |
| Attachment | An email/communication attachment. |
Because links are two-way, you can pull up "all files for this contract" or "all files for this task" from the linked record — documents live with the work they belong to, not just in a folder.
Floor Plans
The Floor Plans tab turns a site drawing into a live work map. Upload a floor-plan image or PDF for a building/floor, set its scale, and pin zones onto it — rectangular areas representing rooms, work areas, or systems.
Each zone has:
- A name and a zone type (your company defines types like Electrical, HVAC, Plumbing, each with its own color and icon)
- A status — Not Started, In Progress, Completed, or On Hold
- Its position and size on the plan
- Notes
Zones linked to tasks
Zones can be linked to tasks, so the floor plan becomes a spatial view of progress: color a zone by status, see which tasks belong to which area, and from a task see which zones it touches. It's the bridge between the schedule and the physical site.
Versions
Plans change as a job evolves. Each floor plan keeps a version history — save the current state as a version and restore an earlier one when needed — and a per-plan and per-project summary rolls up zone counts and status so you can see completion at a glance.