Find the right file when you need it.
Save files with the customer, job, or employee they belong to. Choose which files your customers can see.

At the job site
“Can I see your applicator license?”
An example: the paperwork a tech is asked for is on the phone in his pocket.
InspectorCan I see your applicator license and the permit for this job?
TechnicianHere’s my license from my employee file, and the permit is attached to this job.
Who can see what
Private unless you choose to share it.
Stays inside your company
- Employee documents
- Internal files and notes on a job
- Field staff see only their own files and the work they’re assigned
Shared in the customer portal
- Only files you mark for the customer
- Only on work that customer can see
- Opened through their verified account, with links that expire
Filed where it belongs
A permit goes on its job, not in an inbox.
Upload files against the record they belong to. Search, preview and download from one shared document center, in the office and the field. Files can be up to 50 MB each.
- Customers
- Jobs
- Employees
- Related records
Real screens
Browse the document center.

Tap the highlighted spot, or use Next.Step 1 of 2
Part of Customers & Jobs
Paperwork that follows the work.
Files attach to customers, jobs and staff, and the portal shows customers only what you share.
What happens here
Document Center
- 1One place for work files
- 2Private by default
- 3Files stay with the work
Same customer, same job, same record.