Desert Wolf CRM

Document Vault

Upload, organize, and manage contracts, permits, plans, photos, invoices, and project files in one secure Desert Wolf CRM workspace.

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Schedule New Lead
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.

Use Cases Contracts · Permits · Plans
Storage Flow Upload → Organize → Retrieve
Workspace Leads · Projects · Clients
Step 1

Upload New Files

Add documents to the system with file names, categories, client references, and project links so they stay organized from day one.

Step 2

Tag by Job or Client

Keep files tied to the right lead, client, estimate, or active construction project for fast retrieval.

Step 3

Search the Vault

Pull up everything from permit packets to signed agreements without digging through folders manually.

Upload Center

ADD DOCUMENTS

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.

0
Files Selected
20 slots left
0 B
Total Size
selected files
other
Category
default metadata
internal
Visibility
stored in metadata
Drag & drop documents here
or click to browse files
Browse Documents
PDF · DOC · DOCX · XLS · XLSX · CSV · TXT · PNG · JPG · WEBP · HEIC · Max 20 files · Max 25.0 MB each
Document Metadata
Upload Queue
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Add one or more documents to start uploading to Firebase Storage.
Library

BROWSE FILES

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