TomHD

Q: Best File sharing / cloud app for OS X and IOS

In my small business I would like to be able to share documents with staff and enable them to amend and re-allocate them into different folders etc. We currently use Dropbox but I find it a bit clunky. We start off with job sheets which are numbered, once these are priced they are dragged to a different folder, we we then get purchase orders from our client, these unfortunately have different reference numbers from the original job sheets. We either need to merge the PDF job sheets with the PDF purchase orders (this is pretty time consuming), or create a folder for each job and add both PDFs to the folder, again this is clunky.  Once jobs are completed we drag the files again into an invoicing folder and from there to an invoiced folder...

We are looking at using Apple's Notes app which would allow us to create a note for each job with the other files attached the check list feature would be handy too, however I can't find a way to create a note template with the checklist already attached and a few other things that would be handy, so creating a new note for every job from scratch is not ideal. Using Calendars might be another option?  I wondered however if there was any 3rd party software that would do a better job of this? Unfortunately there are so many apps out there and its hard to know which to buy, and I don't want to spend a lot on something that doesn't do the job, or something that is so complicated that we can't operate it, (we are tree surgeons not IT specialists).

We are using MacBook Pros and iPads.

 

Any suggestions gratefully received.

 

Thnaks

Tom

MacBook Pro

Posted on Mar 23, 2016 7:17 AM