Organise by client site
Use one folder per site with the same layout each time.
Method statements, COSHH sheets, site instructions and contracts available to your supervisors wherever they are working.
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Cleaning businesses work across lots of client sites, and teams are rarely in an office. Supervisors need site instructions and safety data sheets while on the move, and clients expect insurance certificates and method statements to arrive promptly when they ask.
Use one folder per site with the same layout each time.
Send certificates with a link rather than digging through old emails.
Everyone can use a mobile browser to find current site documents.
Use a business email address and verify it. Five gigabytes is a good size for trying things out.
Sketch the top-level structure with your team before moving anything.
Do not attempt a complete migration on day one. Begin with what people ask for most.
Create an invitation per person and let them know where to find things.
No. Plans are priced per workspace and all members share its storage.
No. They sign in with a modern web browser, including on a phone.
Use a separate workspace for restricted documents, because everyone in a workspace can see all of its files.
Build a folder structure that matches how your business runs, by project, customer or department, so everyone looks in the same place.
Learn more →Send a link instead of an attachment. Choose how long it lasts, add a password if you need one, and revoke it when the job is done.
Learn more →Keep each business or team in its own private space, with its own files, members and storage, and move between them from a single login.
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