For contractors
The job keeps moving. So should the paperwork.
Homeowner documents, supplier quotes, agreements, and receipts can arrive in different places. Give them one intake destination and a set of agreed project rules.
One link, as the files arrive.
A homeowner can use an approved project-specific request for a survey or HOA form. You can use the general inbox for everything else, without renaming files first.
Separate the record from the revision.
Supplier quotes are filed by project and version. A receipt without a project reference goes to a question list. We do not decide which conflicting quote is approved.
Filing and extraction are different jobs.
Naming and routing belong to the agreed filing workflow. Pulling line items from supplier quotes into a workbook requires its own scope and validation.
A little less on your plate
Ready to get it
off your list?
Start with a price. No sales call required.