HVAC contractors & field-service operations
Stop losing HVAC job documents in shared Dropbox folders.
Standardize how job PDFs are named and routed so office staff and field techs can find the right document in seconds.Every job folder stays searchable with consistent filenames—without relying on technicians to rename files manually.
Works with Dropbox, Google Drive, OneDrive (coming soon). Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
Stop losing HVAC job documents in shared Dropbox folders.
Eliminate “scan.pdf” and “final-final.pdf” filenames across invoices, permits, and work orders. Make job handoffs painless: everyone sees the same structure and naming rules.
The ideal state is simple: Every job folder stays searchable with consistent filenames—without relying on technicians to rename files manually.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
95%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
uber_trip.pdf
2025-10-08_Expense_Jordan-Uber_54-20.pdf
Typical folder today
client-files/ misc/ uber_trip.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2025-10-08_Expense_Jordan-Uber_54-20.pdf
Field-service organization
Turn Dropbox into a “job pack” system for HVAC docs.
- 1
Create a single Dropbox drop zone (e.g., /Jobs/_Inbox) for job PDFs.
- 2
Apply a naming template that includes job ID/site + doc type + date.
- 3
Drop files and let automation rename + route them into the right job folder.
Common outcome: office teams find job docs instantly by searching filenames, not folders.
Why teams adopt this workflow
Job-first naming
Include job ID/site context in filenames so you can find docs even when they land in the wrong folder.
Consistent document types
Normalize types like Invoice, Permit, Work Order, and Inspection Report so sorting and search are reliable.
Fewer back-and-forth requests
Office staff can retrieve “the permit for Job 18422” without pinging technicians to resend files.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.