Our Documents section within the property profile is a central hub for organising important records. It consolidates current and past Invoices, Quotes, Service Reports, and any manually added documents for each property. This feature is handy if you receive invoices or reports from other trades and want to keep all relevant documents in one place for easy access and streamlined record-keeping.
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.