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Getting StartedUpload Your First Document

Upload Your First Document

Documents keep invoices, estimates, inspection sheets, images, certificates, and other files attached to the right record.

Steps

  1. Open Documents or the related customer/vehicle record.
  2. Upload the file.
  3. Choose a useful category.
  4. Link the file to the customer, vehicle, or both.
  5. Confirm the name is clear enough to find later.

Best practices

Rename vague files before upload when possible. A file called invoice-2026-05-14.pdf is easier to trust than scan003.pdf.

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