NestFiles

By audience

Architecture

• Type a job number to open the right project folder on the practice's server instead of clicking down through year/sector/client directories.
• Keep client contacts and project notes attached to the job rather than in a separate address book or spreadsheet.
• Pull every email on a project into one chain so a returning client question can be answered without searching Outlook.

Civil Engineering

• Reach deeply nested survey, drainage and design sub-folders on a network share by project number in under a second.
• Send status updates and RFI correspondence from templates so wording stays consistent across a small team.
• Hold a complete per-project record of client communication for a job that may run for years.

Structural Engineering

• Cut the time spent locating the correct calculation and detail folders for a job before starting work.
• Track RFI and submittal email threads against the project without a full document-management platform.
• Share one CRM of builder and architect contacts across a small structural team.

Project Manager

• Search, open the folder, look up the client and check the email chain for a project from a single toolbar.
• Use the proposal, RFI, submittal and status-update templates with project details auto-filled instead of retyping them.
• See at a glance what has been sent and received on a job before a client call.

Specialty Contracting

• Give a small trades office project-number folder search over a shared drive without any server-side setup.
• Keep client and builder contact records tied to the job they belong to.
• Track quote and status-update emails per project so nothing is lost in a shared inbox.

By phase

Concept & Planning

• Send proposals from a saved template with client and project details filled in from the CRM record.
• Keep prospect and client contact details in the same tool that will later hold the delivered project's folders and mail.

Design

• Jump to the current drawing or model folder for a job by project number while switching between several live projects.
• Build a running chain of design-stage correspondence with the client against the project record.

Construction

• Issue RFIs, submittals and status updates from pre-built email templates through the connected Outlook account.
• Keep every reply on a construction-stage job in one project chain so the contract correspondence record stays complete.
• Open the site-records or as-built folder for a job number without leaving the toolbar.