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JobsiteOn
JobsiteOn Files

Every job file. Zero hunting.

Store photos, permits, manuals, and closeout docs on the job so the office and field can pull the right file without digging through inboxes, texts, or shared drives.

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Files overview

Every job packet in one operating view.

Live sync

Photos uploaded

186

Permits attached

12

Docs shared

9

Items missing

3

Before / after photos

84 images linked to 12 open jobs

Ready

Permit packet

6 signed files attached before dispatch

Complete

Closeout docs

3 checklist items still waiting on upload

Review

Add documentation

Drop photos, manuals, and permits straight onto the job.

Before photos
Permit PDF
Equipment manual
Completion signature

Missing today

Roof replacement / permit receipt missing
Panel upgrade / closeout photos waiting on crew lead
Startup checklist / warranty PDF not uploaded

Used to keep field documentation, office handoff, and customer-ready packets attached to the job.

Job photosPermitsCloseout packetsWarranty docsOffice handoff

Weekly review

See what is missing before the truck rolls or the invoice goes out.

Files keeps the team in one operating view so photos, permits, closeout docs, and share-ready packets stay visible before the next customer handoff depends on them.

Capture

Attach the proof while the work is happening.

Field photos, permit scans, manuals, and completion docs should land on the job while the team still has context, not at the end of the week when everyone is guessing.

  • Keep before, during, and after documentation attached to the same record.
  • Make permit uploads part of the live workflow instead of a back-office scavenger hunt.
  • Give the office a clearer handoff before billing or customer follow-up starts.

Field upload queue

Capture the proof while the work is still in motion.

3 new
Before photos uploaded from the field
Permit signed and attached to the visit
Manual linked to the equipment record

Attachment

Before photos

Auto-tagged to the job timeline

Attachment

Permit package

Attached before dispatch releases the call

Attachment

Warranty PDF

Ready for office handoff at completion

Search

Find the right file fast, even when the office is juggling five things.

Search by job, customer, property, or file type so the team can pull the exact attachment they need without digging through inboxes, texts, or shared drives.

  • Filter by photos, permits, manuals, or internal-only documents.
  • Keep job-based organization so context stays with the file.
  • Shorten the path from customer question to clear answer.
Search by customer, property, job, or file name
PhotosPermitsManualsInternal only

Permit receipt - Jackson install

Commercial install / PDF / attached 2 hours ago

Before photos - 118 Maple Ave

Service call / 14 images / shared with office

Warranty packet - rooftop unit replacement

Closeout docs / customer-ready / last edited yesterday

Control

Share what belongs to the customer without exposing everything else.

Files works better when crews, office staff, and customers each get the right level of visibility while the internal record stays complete and easy to review.

  • Use role-based access to protect sensitive operational files.
  • Share finished packets through customer-safe flows when the job is ready.
  • Keep the internal trail visible when questions come back later.

Access controls

Share the file. Keep the context.

Role-based

Office

Upload, download, and request missing docs

Active

Field

Capture photos and attach permits from the job

Active

Customer

View only the files you choose to share

Active
Client links can expose only the selected packet.
Download permissions stay controlled by role.

Customer proof

“We stopped asking the team to chase photos through text threads and permit PDFs through inboxes. Files tells us what is attached, what is missing, and what is safe to send to the customer.”

Laura Medina

Service Manager, Apex Mechanical Group

Job packet readyPermit visibilityCustomer-safe sharing

Connected analysis

All your job files. Right where you work.

Keep documentation, permissions, and the next workflow step inside the same operating system so the team can move from missing file to resolved handoff without rebuilding context.

Ready to send

Before / after photo set
Signed permit receipt
Equipment manual
Warranty packet
Closeout packet

Package the job handoff without rebuilding the packet every time.

The office can see which photos, permits, manuals, and signatures are already attached before they send the next update, invoice, or completion note.

  • Spot what is missing before the customer asks for it.
  • Keep closeout readiness visible for every active job.
  • Reduce last-minute document chasing before billing.

Jobs

4

active jobs still waiting on final documentation

Client links

3

packets ready to share once the office approves them

Next move

Trace every document back to the workflow that created it.

Files is strongest when the team can jump straight from the document view into jobs, client links, or the audit trail instead of treating documentation like a dead-end folder.

  • Move from file review into the job record that needs the next action.
  • Share selected packets through client-safe delivery flows.
  • Check the audit trail when approvals or attachments are questioned later.
JobsAudit LogClient Links

Keep every job packet attached to the work.

Use the same job, client-link, audit, and files workflow across the office and field so the documentation is ready before the next handoff depends on it.

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Start for Free