Store files per tenant and link them to context.
Contracts, photos, and attachments live in tenant storage — linked to contacts, projects, or service. Downloads use authenticated links, including for the customer portal.
What the module means in practice — beyond the feature list, with concrete day-to-day value in the panel.
Contracts, photos, and attachments land in tenant-specific storage — linked to contacts, projects, or service orders. When searching later, context remains; loose desktop folders disappear.
Each account has an isolated file area. Downloads run through authenticated links — also for customer portal users with permission checks.
Service reports attach photos and documents directly to the job. The customer portal serves shared files for download — without manually sending every attachment.
Drive is not a replacement for audit-ready document archiving in the documents module, but the complement for everything that is not a formal document: contracts, project files, technician photos.
What you can do in this module — no fluff. Details for individual panel features are under Features.
Each account has its own file area. No mixing between tenants at platform level.
Attach files to contacts, orders, or projects — context remains when searching later.
Downloads for portal users and internal teams via controlled links with permission checks.
How teams use Drive day to day.
These modules complement Drive in typical workflows.
Start for free — choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
