Solution

Every file the job needs, exactly where the job lives.

Files scatter. The client's brief is an email attachment, the revised layout is in a text thread, the photos are on somebody's phone, and the agreement everyone is arguing about exists in four slightly different copies. Each file made sense where it landed; together they make a job nobody can reconstruct.

Version confusion is the expensive part. When 'final', 'final-v2', and 'final-FINAL' sit in the same folder, someone eventually works from the wrong one — and the wrong one has a way of reaching the client at the worst possible moment.

And when the person who saved the file is out, the file might as well not exist. An operation shouldn't need one specific human present to know what was uploaded, which version is current, and where any of it came from.

The workflow, before and after

Before OpsVue
Job files live in email attachments, phone photos, desktop folders, and a cloud drive — four places to check, none complete.
Nobody can say which version of a document is current, so the wrong one gets used at the worst time.
Who uploaded what, and when, is guesswork.
Team members either see everything or get files forwarded to them one at a time.
Files a client sends back land in one person's inbox and never reach the job.
With OpsVue
Every work record gets its own folder tree automatically, so job files have one home from day one.
Same-name uploads are caught at the door: save as a new version, keep both, or skip — and the current version is always marked.
Every file records its uploader, upload time, and original filename.
Folders are shared per person, so team members in limited roles see exactly what's meant for them.
Clients send files back through their document link, and the workspace is notified the moment they land.
What OpsVue does here

The capabilities behind it

A folder tree for every job

Each work record is provisioned with its own project folder the moment it exists. Nest folders however your operation thinks — the point is that files land with the job, not with a person.

Version history on uploads

When an upload matches an existing file, OpsVue asks the right question: is this a new version of the same document, a different file to keep alongside it, or a duplicate to skip? Version families keep the full history and mark which version is current.

Generated documents tracked as families

The documents OpsVue generates, like quotes, agreements, and invoices, appear in the job's files as version chains too, so the paperwork you produced and the files you collected read as one record.

Attribution from the moment of upload

Every file carries who uploaded it, when, and what it was originally called. Six months later, 'where did this come from' has an answer instead of a shrug.

Sharing by person

Share folders with the specific people who need them. Team members in limited roles see only what's been shared with them, so a field team member gets the working files without getting the whole cabinet.

Search that explains itself

Search by file name, original name, tag, note, uploader, work record, client, or folder — and results say which of those matched. Favorites and file comments keep the frequently used and the discussed close at hand.

The job file hub

Each work record has a files view of its own: an overview of what's there, the documents, a timeline of activity, and an attention list that includes uploads the job's workflow still expects but doesn't have.

One system, many operations

How different operators use it

Event Planners

An event planner keeps the venue layout, vendor agreements, and the final timeline in the event's folder — and when the client swaps the layout twice, the versions stack in one family instead of multiplying as copies.

OpsVue for Event Planners
Balloon Decorators

A balloon decorator saves the client's inspiration photos, the approved mockup, and the install photos on the booking, so the crew builds from the approved version rather than the first draft.

OpsVue for Balloon Decorators
Photo Booth & 360

A photo booth operator stores print template proofs and the backdrop selection per event, and the version history shows exactly which proof the client approved.

OpsVue for Photo Booth & 360
AV & Production

An AV company keeps plots, stage files, and vendor paperwork per show, with attribution showing which tech uploaded the revised plot the night before load-in.

OpsVue for AV & Production

Common questions

Can clients send files to us?

Yes. Clients can upload files back through the same document link they use to view and respond to paperwork — no account needed on their side. The workspace gets a notification when a file arrives, and the file lands on the job.

What happens when someone uploads a file that already exists?

OpsVue detects the duplicate before storing it and asks what you mean: add it as a new version of the existing file, keep both as separate files, or skip it. Version families keep every version with a clearly marked current one.

Can I control which team members see which files?

Sharing works at the folder level, per person. Members in limited roles see only the folders shared with them, while owners and managers see the whole tree.

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