← All features
Document Management
Definition
Stores documents (contracts, COIs, inspection reports, photos, customer correspondence) on the contract or customer record.
Why it matters
When a customer disputes a charge two years later, the operator who can pull the signed contract in 10 seconds wins. The one with a filing cabinet does not.
Platforms that support this
No platforms have been linked to this feature yet.
Sign in to propose a platform that supports this feature.