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Job and project files.
A job file follows the work from enquiry to invoice. Linked together, these records show how a business really ran.
What tends to be useful
- Quotes, estimates and take-offs, with the notes behind them
- Job sheets, site diaries, inspection and completion reports
- Project software histories such as Jira, Asana or Procore
What usually stays out, or needs care
- Customer personal details
- Client-owned documents and anything under a confidentiality agreement
- HR and health and safety records about individuals
Next
See estimating and quoting records and preserving project-software data. Don’t send files: describe what you have. How rights and personal data are handled is on trust and rights.