Store plans, contracts, permits, receipts, and photos in one place with clear links to the jobs, clients, and records they belong to.
Handle everyday files and large plan sets reliably so teams are not blocked by upload limits.
Link one document to multiple related records so teams can find it wherever they are working.
Every update creates a new version. Roll back to any prior version in one click. Never lose the original.
33 canonical document types (specs, RFI, permits, insurance, photos, contracts, and more) plus custom categories and tags per org. Filter and search by what matters to you.
Search across every document in your org, scoped by entity type, category, or tag. Results return the entities each document is attached to.
Use receipt and invoice uploads to get cost-match suggestions, then confirm before posting anything.
Share specs, photos, and final documents with your client through the portal. Read-only, no login friction — they see what you choose to show.
PDF viewer on the left, detail panel on the right. Navigate pages, zoom, and review document metadata and version history side by side.
The same documents tab renders on project, service, and client detail pages. Everything is one click away no matter where you start.
A practical workflow from upload to linking, review, and sharing.
Upload files directly from active work views so documentation stays close to the job.
Connect each document to the related clients, projects, or estimates so teams can retrieve context quickly.
Use categories and tags to keep document libraries searchable as project volume grows.
Track revisions safely and roll back when needed so changes never erase historical context.
Share selected documents in the client portal to improve transparency without exposing internal files.
Keep document context connected across records without duplicating uploads.
Support both quick uploads and larger construction files so field and office teams can use one system.
Preserve every revision so teams can trace what changed and restore earlier versions when needed.
Turn receipt and invoice uploads into suggested cost matches that teams can review before posting.
Data flows through the platform. Here's where this feature fits.
Projects & Services → Documents
Every project and service has a dedicated Documents tab powered by the same component. 33 canonical types plus custom categories. Auto-triggers cost reconciliation on receipt / invoice upload.
Estimates & Takeoffs → Plans
Blueprint PDFs uploaded to a takeoff are documents too. The measurement tool reads them; the document library stores and versions them. One source of truth for the plan set.
Receipts → Actual Costs
A receipt or vendor invoice upload proposes matching line items. You confirm. The cost flows into the project's actual costs with the right cost type inherited from the matched estimate line.
Documents → Client Portal
Portal-visible documents render in the client portal next to proposals and invoices. Read-only, no login friction, you pick what they see.
7-day free trial. No credit card required. Pick your trade and start estimating.
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