Document Submittals

Surveys, contracts, HOA letters and photos customers send through the Submit Documents page on the website. Newest first. Mark each one filed once it is in the job folder.

Send a customer the link

Fill in what you know; it goes into the link so the customer's page is ready for them and the files land on their job.

What this customer needs to sendTick what applies. The list goes into the message and becomes the slots on their page.
Forms for this customer to fill inUpload the contract, authorization or any form they must sign. They appear on their page with an "Open form" button and a place to send the finished copy back.
Email it

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