Documents & Approvals

All your job files, exactly where they belong. Store contracts, photos, permits, and approvals directly inside each job so nothing gets lost or buried in emails or texts.

What you can do

Upload documents to jobs

Store photos, contracts, permits, and invoices

Organize by category

Control who can see what

Track approval status

Why it matters

One job. One folder. Zero searching.

Highlights

Job-Linked Storage

Every document lives inside its job.

Categories & Organization

Keep files clean and easy to find.

Role-Based Visibility

Sensitive docs stay office-only when needed.

Approvals Tracking

See what's pending, approved, or signed.

Quick Preview

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Job Documents at a Glance

Job #1247 — HVAC Installation

Johnson Residence • 742 Oak Street

In Progress

Photos

4 files
before_install_01.jpg
before_install_02.jpg
equipment_serial.jpg

Contracts

2 files
service_agreement.pdfSigned
warranty_terms.pdf

Permits

1 file
hvac_permit_2024.pdfApproved

Approvals

2 items
Estimate #1247Approved
Change Order #1Pending

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