Any advice on how to manage all the docs for a flip project?

[Matthew Banks]

Would love advice on how to organize all the documents involved in a flip, what tools/software you recommend, how you organize physical files:

design docs & drawings

survey and floor plans 

materials lists & purchase order

estimates ,contracts & invoices

receipts & expenses

contractor contact info/rolodex

legal docs

Thanks!!!

[Eliott Elias]

Keep it simple, I use google drive. 

[William Graham]

I have a spreadsheet used to figure comps, which I save as the address of the property. Then I put that in a folder in Google Drive also titled using the property address (example: 123 Main Street, City, State). Then all files pertaining to that property go into that folder.

Make folders inside the main folder based on needs titling the folder like below

-Designs&Drawings

-Survey

-Financials (include the receipts, expenses and the spreadsheet of the comps  

-Legal (contracts etc)

-Contractor 

-Misc (Put anything here that is miscellaneous; however, if you have at least three documents related to the same topic, make a folder for them and put them in that folder. 

Using Google Drive will allow you to share the link for others to make changes if you wanted, plus so many people have access to Google making it easy but if you would rather use Microsoft that is great too. This is how I keep everything organized for my business.

My humble opinion

DM me if you have any other questions.