Files

The right papers, with the right people

Attach quotes, plans, and photos to a job, a customer, or someone on your team. Label them, and choose who sees each one.

What you get

  • Share each file with your team, your customer, or nobody
  • Labels like Quotes, Plans, and Photos, with filters to match
  • Team members can add photos from the job
The Files list: quotes, photos, and plans on jobs and customers, each private, shared with the team, or shared with the customer

Find it fast

Search by name, and filter by job, customer, or label. Every file shows where it’s attached, who added it, and who it’s shared with.

Sharing you control

Team members see files shared with the team and their own uploads. Customers see only the files shared with them, in their portal.

Room to work

Up to 10 MB a file and 50 MB a business. Archive what you no longer need.

See Tailgate with your own jobs

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