Our Documents section of the property, consolidates current and past Invoices, Quotes, Service reports, and any manually added documents for each property.
How to access the documents page
- From the Dashboard (Home menu) search for the relevant property.
- For the property you want to add documents, click the address to view the property or click the three dots (
), and choose View property.
- Select the Documents tab from the sub-navigation on the left.
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The Documents page will appear. From this page, you can upload documents or view and download existing documents.
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To filter the documents, choose the relevant option from the Document type or Service dropdown.
Documents FAQ
How do I add documents to a property?
If you've had another contractor complete some work or want to add specific documents to the property profile you can add these from the documents page.
- Drag the document or click the document upload area to select a file.
- Choose the document type.
- Select the services the document relates to and click Update.
- The document has now been added to the list.