Keep Every Document Exactly Where You Need It
Store, organize, and share files securely across projects, customers, and teams. From contracts and receipts to photos and permits, keep everything connected to your workflow — not buried in email folders.
Centralized Document Storage
Find files instantly without searching everywhere
Store all business documents in one secure location connected directly to projects, customers, and contractors. Stop losing files across emails, shared drives, or personal devices.
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Upload documents, photos, and receipts securely
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Store files by project, customer, or contractor
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Quickly search and filter documents anytime
Collaborate and Share Securely
Share documents without losing control
Give team members and collaborators access to the files they need while protecting sensitive information. Control visibility with permissions and keep everyone working from the latest version.
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Share files securely with role-based permissions
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Attach documents directly to tasks or projects
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Maintain version history and activity tracking
Stay Organized and Audit Ready
Protect your records for every audit or review
Maintain a complete document history connected to financial and operational activity. Easily retrieve contracts, receipts, approvals, or compliance records whenever needed.
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Store contracts, permits, and compliance documents
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Maintain audit-friendly file history and timestamps
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Link documents to invoices, expenses, and payments
Frequently Asked Questions
Got a question?
Get your answer
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
You can upload contracts, receipts, photos, permits, invoices, spreadsheets, PDFs, and other business files. Documents stay securely connected to projects and records.
Yes. Documents can be linked directly to projects, tasks, customers, contractors, invoices, or expenses so important information is always easy to find.
Yes. Files are stored using secure cloud storage with encrypted transfer and controlled access to protect sensitive business information.
Yes. Activity history records uploads, updates, and changes so teams maintain accountability and audit-ready documentation.
Yes. Keeping contracts, receipts, and approvals connected to financial and project records helps you prepare quickly for audits, insurance reviews, or tax reporting.
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Feel the ease of managing projects & jobs, the power of tracking expenses, and the impact of seeing profit in real time. Start your journey today!