Features/Storage & Documents
The job's files live with the job.
Photos, contracts, PDFs, and uploads stay on the record they belong to — searchable later, shareable through the portal, and priced predictably.
Free for your first month — no credit card required.
Document storage tied to the job record
- Files attach to jobs, deals, contacts, and invoices — not a generic drive.
- Client uploads through the portal land on the right record automatically.
- Storage tier sets the owner-seat floor, so the price follows what you actually keep.
Connected to
The point isn't any one module — it's that they share a record, so the work flows instead of being retyped.
Common questions
Where do uploaded files go?
Files attach to the specific job, deal, contact, or invoice — not a generic drive.
Do client uploads land in the right place?
Yes — portal uploads attach to the correct record automatically.
How is storage priced?
Your storage tier sets the owner-seat floor, so the price follows what you actually keep.
Every step. Handled.
Start with the connected workspace, then turn on the deeper tools when the business needs them — from $20/mo, capped, no surprise bills.