Getting the right information to the right person at the right time.
It's one of BuildIT's maxims. And it just got reinforced with some awesome new code.
File Sharing Made Easy
Files – Word documents, Excel spreadsheets, PDF's, drawings, photos, scanned images, whatever you have!
Every job has them. And the challenge often is making sure all the right parties get the right information they need.
Welcome to BuildIT's enhanced file sharing system. Now, you can actually 1) add files to tasks, and 2) share those files with anyone in your contact database via the free Contact Schedule for that contact.
Here's what you do:
- In the schedule for a job, add one or more files to a task (from the "do this" menu) or the paperclip on the task.
- Assign that task (if you haven't already) to someone in your contact database (client, sub trade, vendor, supplier, your mother-in-law, it doesn't matter).
- Send that contact a link to their Contact Schedule (we've made that easy too, just click the square Contact Schedule button next to the contact's name, and follow the instructions at the top of the page).
Your contact will see their schedule, and any associated files for individual tasks. They'll be able to view, print and save attachments. We built this in such a way as to protect your files - they can't delete them, or post updated files. That's your job. And if the file changes at your end, they'll see the latest version at their end.
File Sharing Links
Emailing attachments is pretty standard, but no doubt you've been burnt before making sure everyone got the email... and realizing for whatever reason that the email never went through. Perhaps the attachment was too large, and your recipient's email program just crapped out. Who knows, could be gremlins in the system. Could be that you just forgot to add them!
Here's a great option if you just want to send an email to a contact, and have them download big files right off our server - simply email them one or more "file sharing links".
Select one or more files, then from the "do this" menu, create a "sharing links" email. The system instantly creates an email links to the files. No more babysitting email attachments hoping your recipient got the message.
We've seen the competition charging many $1,000's for file sharing services, especially to the AEC industry. The playing field has changed, and you get the same advantages for a fraction of the cost.
More good stuff to come on file sharing.
The BuildIT Team
1 866 585 5050 x1
https://www.builditsystems.com/
