Document Vault

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File Management

DOCUMENT VAULT

Centralize project files, client documents, estimates, signed contracts, inspection records, permits, receipts, and jobsite media so your team can access everything from one place.

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CRM Documents

UPLOAD DOCUMENTS

Upload contracts, permits, plans, invoices, photos, and project files to Firebase Storage, then save clean metadata to Firestore for the CRM document vault.

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PDF · DOC · DOCX · XLS · XLSX · CSV · TXT · PNG · JPG · WEBP · HEIC · Max 20 files · Max 25.0 MB each
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