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Track permits and contracts

File the contract, record its deadline, and retrieve it before the work is delayed.

The text you send

Keep me on top of the contract for the Ferris project.

Tracked and filed under the Ferris job. You will get a nudge before it is due.

What Ody does

  1. 1

    Files the document and its dates against the right job

  2. 2

    Watches the deadline and reminds you in good time

  3. 3

    Keeps the document to hand for when the client asks

Apps it uses

Ody connects to 20+ apps. See the full directory or explore the features behind it.

How it runs

The setup stays in Apple Messages. Ody prepares the work in your connected apps, shows you what will change, and waits for your approval before anything reaches another person.

  1. Step 1

    Name the document and date

    Send Ody the contract or permit document, the project name, and the date that matters. Ody prepares the correct job folder and calendar deadline, then asks if a filename, owner, or reminder window is missing.

  2. Step 2

    Check the filing plan

    Ody shows you the document name, folder, deadline, and proposed reminder in Apple Messages. You can choose another folder, correct the date, or set an earlier reminder before any file or calendar entry changes.

  3. Step 3

    Approve and retrieve it later

    After approval, Ody files the document and adds the deadline. The reminder returns at the chosen time with the file attached to the context. Ask for it later by project name instead of searching through folders.

Questions about this workflow

Keep the work moving

Use the related workflow for the next job, or read the practical guide for the wording and decisions behind this one.

Get it out of your head

Text Ody what is piling up. The invoices, emails, and reminders get handled from there.

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