How to Name an Email Document !
We get 1000’s of emails for each project!! Typically, 20 to 50 trade specialists (thats you!) work on each job. These emails may contain proposals – invoices – lien releases – Ect. (Believe me this paperwork is hard on us too). Here’s what a typical email attachment name looks like:
Examples emails we receive:
“INVOICE FOR DEPOSIT36340-4.PDF”
“Otis Company inv 599 Inst 9-12.xls”
We have NO IDEA what its for, who its from….
Its hard for us to process your invoice and PAY YOU!!!
Here’s a better way.
Standard format for labeling an email document:
(Job Name)_(Your company name)_(Type of document)_(Date)
*** Please note the date format. (year_month/day)
HELP US – HELP YOU. Not only will this help us process your invoices but probably a better way to organize your files.