Job Folder
Definition
A job folder is a digital or physical collection of every document related to a single job, including quotes, photos, invoices, signatures, and notes.
What Job Folder Means for Your Business
What it means
The job folder is the complete story of one job. It holds the initial request, the estimate, the work order, the change orders, the photos, the invoices, and the warranty registrations all in one place.
Why it matters
When a customer calls 6 months later with a warranty issue, the job folder is the difference between 5 minutes of lookup and an hour of digging through email. It also protects you in any dispute or insurance claim.
How contractors use it
Digital job folders live in field service software and auto-organize every document created during the job lifecycle. Techs upload photos from their phones directly into the folder.
Real-World Example
An HVAC install company stores every job folder digitally. When a 3-year-old install came back with a refrigerant leak, the warranty claim took 8 minutes instead of 2 hours and saved $4,200 in labor against the manufacturer warranty.
Related Terms
Work Order
A work order is the digital or paper document that authorizes and records the work performed on a specific service call.
Digital Signature
A digital signature is a legally binding electronic mark a customer applies to a document on a screen, replacing a physical ink signature.
Proof of Completion
Proof of completion is the documented evidence, usually photos, notes, and signatures, that confirms a service job was finished and delivered to the customer's satisfaction.
Field Report
A field report is the written summary a technician completes after a job documenting what was found, what was done, and what the customer should know.
Warranty Work
Warranty work is labor or parts replacement performed at no cost to the customer because the issue is covered under a prior repair, install, or manufacturer warranty.
Put This Into Practice with Free Software
Kaldr Tech handles job folder and everything else you need to run your shop. $0/month, 3.5% + 30¢ per transaction.