A practical job kickoff
Use the Contractor project template to collect the job description, approved scope, site photos and scheduling details. Add custom text or file items for your work. Each item gets its own status, so clients can submit information across several visits.
One place for submissions and corrections
Clients verify their email instead of creating another account. Your business reviews each submission, approves it or leaves a correction note. Both sides can download submitted files while access is authorized. The owner controls staff invitations and team access.
Follow up on missing items
Choose a reminder interval appropriate for the job. The service checks reminders every six hours and skips closed, completed or paused requests. Monthly email allowances and provider limits apply.
Know the boundaries
Files can be PDF, standard DOCX/XLSX/PPTX, JPG, PNG, WebP or TXT, within the selected plan’s maximum size. Macro-enabled, password-protected and unsafe Office packages are rejected. ZIP archives and videos are not accepted. Never request passwords through a checklist. Current security and early-access limitations apply.
Use the free request checklist to prepare clear item names, file formats and deadlines.