Land Survey Firm
Company admin, a job library and a standard job folder, with a field setup automation.
A folder system for land surveying firms: company admin, a job library, and a standard structure for every survey job, with a field setup automation that assembles the package the crew needs and job stages from contract to delivery.
- 36 folders
- 2 standard documents
- 1 automation
- 6 project stages
Click a folder to open it. Names use example values; you enter your own when you set it up.
What it fixes
Assembling the field package by hand
The Field Setup automation finds the contract, deeds, control and aerials in a job and copies them into one Field Setup folder for the crew.
Job folders vary by who created them
Every job gets the same structure from the job number and client, so research, field data and drafting are always in the same place.
Tracking which jobs are where
Job stages show which jobs are contracted, in the field, in drafting, in review or delivered.
What's included
- Company folders (18). Deploy once into the shared drive or SharePoint library your office uses.
- Survey Job template (18 folders). One folder per job, from contract to final plans.
- Standard documents: Field setup checklist, Job folder standard.
- Field Setup automation. Assembles the field setup: one flat folder with everything the crew needs, ready to attach to an email.
Project stages
Project Status in the desktop app shows each project's stage from what's in its folder, with no data entry.
- 1Contracted · A current signed contract is on file.
- 2Research · Record research has been gathered.
- 3Field Setup · The setup package has been assembled for the crew.
- 4Field Work · Raw data has come back from the field.
- 5Drafting · Drawings are in progress.
- 6Delivered · Final signed plans exist.
Who it's for
- Land surveying firms
- Survey departments in engineering firms
- Field crews and party chiefs
- Survey drafting teams
How to set it up
- Install FolderCopilot Desktop and sign in.
- Open Templates → Company Starter Kits and choose Land Survey Firm.
- Enter your company name and pick where it goes: SharePoint, OneDrive, Google Drive, a network drive or this computer.
- Review the checks and the preview of every folder, then click Apply.
- For each new survey job, click New survey job.
Questions
Does it work with our data collector files?
Yes. The kit creates folders; raw data, CAD files and PDFs stay in whatever format your equipment and software produce.
Where do the folders get created?
Wherever you choose: a SharePoint library, OneDrive, Google Drive, Dropbox, a network drive or office server, or a folder on one computer. FolderCopilot Desktop finds these for you and creates the folders there; your sync service shares them with your team as usual.
Will it overwrite anything we already have?
No. You see every folder and file before anything is created, existing files are never changed, and setting up a kit again only adds what's missing. You can undo a setup.
Are our files uploaded to FolderCopilot?
No. The folders are created on your computer or in your synced drive by the desktop app. Your documents are not uploaded to FolderCopilot to set up a kit.
Can we change the kit or make our own?
Yes. Once set up they're ordinary folders you can change. You can also turn any folder structure into your own kit with "Save a folder as a kit" and set it up again anywhere.