Document Management
Store, organize, and share documents securely
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Azure cloud storage
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Customer portal sharing
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Role-based access
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Job-linked documents
SyncHQ Pro document management lets you upload, organize, and share files with your team and customers. Store contracts, photos, permits, and any other documents linked to customers or jobs. All files are securely stored in Azure Blob Storage.
Why Teams Love This Feature
Centralized Storage
All your business documents in one place — contracts, photos, permits, certificates, and more.
Customer & Job Linking
Attach documents to specific customers or jobs for easy retrieval and context.
Secure Cloud Storage
Files stored in Azure Blob Storage with encryption at rest. Access controlled by role permissions.
Customer Portal Sharing
Share documents with customers through the customer portal — they can view and download shared files.
Powerful Features Built for Service Management
File Upload & Management
Upload and organize documents.
Drag-and-drop file upload
Multiple file type support (PDF, images, docs)
File categorization and tagging
Search and filter documents
File preview and download
Organization & Linking
Link documents to business entities.
Link to customers, jobs, or estimates
Folder and category organization
Document versioning
Metadata and description fields
Bulk upload support
Sharing & Permissions
Control who can see what.
Share with team members
Share with customers via portal
Role-based access control
Public and private document types
Download tracking
Storage & Security
Enterprise-grade storage and security.
Azure Blob Storage backend
Encryption at rest (AES-256)
Supabase for development mode
Storage abstraction layer
Automatic cleanup of deleted files
Frequently Asked Questions
What file types can I upload?
You can upload PDFs, images (JPEG, PNG), Word documents, Excel spreadsheets, and other common file types. Files are stored securely in Azure Blob Storage.
Can customers see their documents?
Yes. Documents marked for sharing appear in the customer portal Documents tab. Customers can view and download shared files.
Is there a storage limit?
Storage limits vary by plan. All plans include generous storage for typical business documents. Contact support if you need additional storage.
How are documents secured?
Documents are encrypted at rest using AES-256 encryption in Azure Blob Storage. Access is controlled by role-based permissions — only authorized users can view or download files.
Related Features
Explore other features that work great with Document Management
Customer Relationship Management
A complete 360-degree view of every customer — history, bookings, and communication
Invoicing & Payments
Create invoices, collect payments, and sync with QuickBooks — all in one flow
Customer Portal
Self-service portal for your customers — bookings, payments, and communication
Ready to Try Document Management?
All features included. No credit card required. 30-day free trial.*