Document Management Module

A practical and affordable solution for organizing and sharing documents. Easy to organize, view, print and share project information. 

The Document Management module allows users to store, retrieve and attach files of virtually any format to the service call, location, customer record, maintenance contract, equipment records and many other fields. Anyone on the system can have easy access to the documents at any time. The ability to respond immediately or supply requested information to the customer, especially when you are on the phone, improves customer satisfaction and reduces call backs. You can forward a copy of a contract or any of the requested documents by e-mail, fax or print and mail a copy.

Common Document Attachments Include:

• Adobe® PDF files - store product information sheets and/or product safety sheets
• CAD Drawings - store an unlimited number of drawings and revisions; stored drawings allow users to view the latest plans or schematics
• Pictures - store an unlimited number of pictures and images including GIF, JPG, TIF and PSD
• Scanned documents - such as signed contracts, work orders, contract proposals, subcontractor documents, past due notices and other documents.
• Microsoft Office Application Files - link documents created in Microsoft Word, PowerPoint, Excel and Access for easy access to critical information.

• Provides the ability to view all documents through the customer portal
• Launch a document and associated application with a click of the mouse
• Attach electronic files, scanned work orders and Auto CAD drawings
• Attach documents to a service or maintenance call, customer, equipment location, jobs, change orders and cost codes