How to set up a job's folders and details
Choose the starting folders, use the AV install set, and keep short facts such as rack location on the job.
Updated 2026-10-17
Each job's Project folder sorts photos and notes into folders, and keeps a short list of Details. Choosing and changing folders needs someone who manages the business; anyone who can open the job can add details.
Choose the starting folders
Before anything is added, the folder shows Start with and two sets:
- General: General, Site survey, Before, During, After.
- AV install: Site survey, Pre-wire, Trim-out, Programming, Handover.
An AV business starts with the AV set picked for it. Press the other set to switch. Once the project has entries, the set can no longer be swapped; change the folders one by one instead.
Change the folders
- Press Folders at the top of the project folder.
- Rename a folder by typing over its name, or move it earlier or later with the arrows.
- To add one, type it in New folder and press Add.
- To delete one, press its bin. Its entries move to General (Otto asks first when it holds any).
- Press Done.
General is where entries go when their folder is deleted, so it cannot be deleted while it holds entries. A job can have 20 folders.
Keep details
Under Details, type a Detail and its Value, for example "Rack location" and "Basement closet", or the display models and the Wi-Fi network's name. Press Add.
Passwords are refused. If a label or value looks like a password, PIN or secret, Otto says "Keep passwords in a password manager, not here." and stores nothing: a project folder is seen by the whole crew, and a stored password cannot be unseen. A model number like KD-65X85K or a network name like Smith-Home-5G is fine.
If it doesn't work
- "Only someone who manages the business can change a job's folders."
- "This job already has a folder called Pre-wire." — pick another name.
- "A job can keep 60 details. Delete one first."
- "Give the detail a label and a value."