Can I sign documents in Cash Workspace?

No. Cash Workspace does not offer e-signature. It stores and organizes documents so you can find the right version quickly; signing happens wherever you already handle it.

Does it review my contracts?

No. Cash Workspace does not review contracts or provide legal advice. It keeps your agreements filed and easy to find so the right version is always at hand.

How should I name my documents?

Name each document with its date and a short description so the current version is obvious at a glance and older versions can be archived rather than deleted.

How do I keep document versions straight?

Put the date in the file name and archive superseded versions into a clearly-labelled “previous” folder, so the live version is never in doubt.

business document organization

Business document organization for tree surgeons

Contracts, agreements, statements, and receipts live in different apps and inboxes, so finding the right version of the right document takes far too long. For tree surgeons, documents like Site risk assessments and method statements, Quotes and estimates for tree work, and Client work orders and job sheets end up spread across apps and inboxes. Cash Workspace gives you one place to record each item, attach its file, and keep it where you can find it. It is free.

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The problem

Why tree surgeons lose track

Contracts, agreements, statements, and receipts live in different apps and inboxes, so finding the right version of the right document takes far too long.

Not tagging chipper or access-platform hire to the specific job, so a job's true cost stays unknown.
Losing the paper tip ticket for a timber and wood-chip load before recording it.
Recording a fuel-station stop from memory instead of keeping the receipt.

The workflow

How tree surgeons keep it organized

A simple, repeatable way to document organization records without special software.

1
Decide the folders your documents fall into
Set up a small, stable set of folders that match the documents tree surgeons actually keeps — Site risk assessments and method statements, Quotes and estimates for tree work, and Client work orders and job sheets.
2
File each document where it belongs
Put every document into one folder with a clear name, so there is one obvious home for each thing rather than five maybes.
3
Keep versions and dates straight
Name documents with a date so the current version is obvious and superseded ones can be archived, not deleted.
4
Review the structure each quarter
Every few months, clear the inbox of stragglers and confirm the folders still match how the business works.

Record structure

What each record holds

The fields that make a document organization record complete and findable.

Document type: Contract, statement, agreement, receipt, or record — the top-level sort.
Counterparty: The client, vendor, or institution the document relates to.
Date: The document's date, used in the name so the current version is obvious.
Folder: The single folder that document lives in.
Note: Anything you will want to remember when you find it again.
Job / site: Which tree job the cost was for, so each site's costs group together.
Job date: The day the crew was on site, separate from a hire or purchase date.
Own kit vs. hired plant: Whether a cost is owned equipment or a day's hire.
Timber / waste load: Which job a tip charge relates to.

Example setup

An example structure

One way tree surgeons can lay this out in Cash Workspace.

Contracts & agreements

Site risk assessments and method statements and Quotes and estimates for tree work, named with dates.

Statements & records

Bank/card statements and supporting records, filed by period.

By counterparty

A subfolder per client or vendor where the volume warrants it.

Common mistakes

Common mistakes to avoid

Not tagging chipper or access-platform hire to the specific job, so a job's true cost stays unknown.
Losing the paper tip ticket for a timber and wood-chip load before recording it.
Recording a fuel-station stop from memory instead of keeping the receipt.
Lumping PPE, climbing gear, and consumables into one 'equipment' line.
Filing a site risk assessment in with expenses instead of the job's document folder.
Keeping five half-versions of the same document with no clear current one.

How it helps

How Cash Workspace helps

Record it, don’t re-key it

Enter each item once — date, vendor, amount, category — and attach the file to that record. No bank sync, no receipt-reading; the record is deliberate and yours.

One consistent structure

The same categories and folders every month, so tree surgeons always know where a record goes and where to find it later.

Find the right version fast

Documents filed by type and dated in the name, so the current version is obvious and nothing is lost to an inbox.

Expense & receipt organizer

The expense and receipt guide for tree surgeons.

Invoice & payment tracker

The invoice tracking guide for tree surgeons.

Business document organizer

A related organization guide.