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Documents Overview

Readybuild provides comprehensive document management for all your project files.

What Can You Store?​

  • Contracts - Signed agreements
  • Photos - Job site images
  • Plans - Blueprints and specifications
  • Proposals - Contracts and estimates
  • Correspondence - Emails and letters
  • Any Other Files - PDFs, spreadsheets, etc.

Organization​

Documents can be organized by:

  • Project - Files linked to specific jobs
  • Contact - Customer-related documents
  • Folders - Custom folder structures
  • Tags - Searchable labels

Key Features​

  • Drag-and-drop upload
  • Preview common file types
  • Version history
  • Search across all documents
  • Share files with customers