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Invoices, receipts, statements
Auto-title papers
Matter-ready naming
Field, onboarding, reporting ops
Shot logs, call sheets, deliverables
Configs, audit logs, incidents
Transcripts, lesson plans, records
Invoices, product sheets, shipping
Leases, inspections, work orders
Receipts, reports, reimbursements
BOLs, PODs, carrier invoices
HVAC, landscaping & contractors
Job Document Storage with Dropbox Integration
Organize job documents in Dropbox automatically. AI renames and sorts permits, invoices, and photos by job site.
Every job folder stays searchable with consistent filenames—without relying on technicians to rename files manually.
No credit card required · Works with Dropbox, Google Drive, and more
uber_trip.pdf
Processing…
2025-10-08_expense_123-456789.pdf
95%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
Make this workflow boring instead of stressful
Permits, invoices, change orders are hard to find. Finding documents for specific jobs takes too long.
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.
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.
Before
uber_trip.pdf
After
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.pdfHow renamed.to Organizes Job Documents
Connect Dropbox, set up job folder structure, let AI do the rest.
- 1
Connect Dropbox.
- 2
Set up job folder structure.
- 3
AI renames: {JobSite}_{DocType}_{Date}
Common outcome: office teams find job docs instantly by searching filenames, not folders.
Why teams adopt this workflow
Works for all trades
HVAC contractors, landscaping companies, general contractors, plumbers, electricians.
Document Types We Organize
Job site photos, permits and inspections, invoices and estimates, change orders.
Consistent naming
Normalize types like Invoice, Permit, Work Order, and Inspection Report so sorting and search are reliable.
Frequently asked
Can we include job numbers and site addresses in filenames?
Yes. Use a template that includes a job ID (from your dispatch/field-service system) and a short site label. Keeping this context in the filename makes search work even outside Dropbox.
Does this work with shared Dropbox folders and teams?
Yes. Standardized names in a shared space benefit everyone—office admins, project managers, and techs—because the filename is the same for all collaborators.
What file types should we start with?
Start with the PDFs that cause the most pain: invoices, permits, inspection reports, and signed work orders. Once your naming contract is stable, expand to additional folders and rules.
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.
Free 50 docs/month · No credit card · Originals never modified