Document Management

When all your critical documents are in one place, you have the power to make critical decision on the fly.

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Document Storage & Management

  • Categorize and manage documents by Job, Lead (or opportunity), Account (or customer), contact and even for individual tasks
  • Store and manage client documents, requests for proposals, master service agreements, job photos, job specifications and more. 
  • Share  and collaborate across sales, estimating, project management, and executive teams
  • Supports all file types including PDF, Word, Excel, Images and more

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