Keeping Your Home Service Business’s Docs Organized Is Important- Here’s Why

April 26, 2023by Caleb Wininger
Keeping your business docs and files secure and organized can be daunting. But it’s absolutely necessary that you set up a cloud based filing system. Why?

There are sooo many benefits! Here are just a few.

  1. Your documents become easily sharable and searchable for your team, regardless of where they are located.
  2. You eliminate the risk of losing important or sensitive data in the event of a fire, theft, or other disasters.
  3. You’ll save valuable time by being able to sort, organize and file items quickly.
You can use Google Workspace, Dropbox, OneDrive, or a host of other platforms (I’m partial to Google Workspace).
Picking a platform is one thing, but the big challenge is this- how do you organize your filing system? What goes where? What stuff do you even need?
Good news: I’ve created a handy outline for you. Download this free template and use it as a guide to build out your own cloud based storage solution.
Enjoy!