Document Storage

Manage all of your client documentation easily with our document management tools for specialty contractors.

Quick Edit Documents - Content Management

Document Storage

Find all of your documents quickly.​

Keeping all your documents in one place is important, but being able to find them quickly is crucial. If you’ve ever lost a client document, you know the frustration.

TopBuilder’s document management tools let you categorize your documents by: 

  • Job
  • Lead/Opportunity
  • Account/Customer
  • Contact 
  • Even Individual Tasks

 

Document Storage

Store client information in one place.​

Whether you have multiple bids, up-sells, cross-sells, or just multiple sales members, knowing which documents the clients have seen can save you time while helping you avoid costly mistakes.

TopBuilder’s document management tools let you store and manage all of your client information, such as: 

  • Client Documents
  • Requests for Proposals  
  • Master Service Agreements
  • Job Photos
  • Job Specifications and More.
Document Storage
Mobile CRM

Document Storage

Share with your team, from anywhere. ​

If you have employees, you know communication is key. With multiple projects in multiple stages, being able to share client information across departments is essential. 

TopBuilder’s document management tools allow multiple departments share information, such as:

  • Marketing
  • Sales
  • Estimating
  • Project Management
  • Service Teams
  • Executive Teams

Document Storage

Multiple file types? No problem.​

We pride ourselves on building software that is easy to use. To make our document management tools even easier, we’ve expanded the list of compatible file types you can store and manage with us.

TopBuilder’s Document Management supports the following major file types:

  • PDF
  • Word
  • Excel
  • Images
  • And More…

If you are curious about a specific file type, don’t hesitate to ask us for more information.

Multiple File Types - Content Management
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5/5
"The software is allowing us to eliminate 4-5 manually updated forms and spreadsheets and helps with continuity and consistency across our offices. We look forward to integrating more of TopBuilder Solutions CRM into our business."
Drew Robbins
VP Operations | JayHawk Fire Sprinklers

Interested in our document management tools?​

Schedule a personalized walk-through to see how our document management tools can help you easily manage all your client documentation.

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Additional Features For

Contractors & Home Builders

CRM

Email Marketing

Email Integrations

Newsletter Package

Proposal Software

Document Storage

Content Management

Bid Management

Lead Capturing Tools

Website Tracking

Online Sales Counselor

Job Resource Management

Quoting Software

Mobile CRM

App Marketplace