Access your Documents, Anywhere, Anytime!
Access & View from the office or in the field, with Document Control, Access & Expiry Management
Simple, Powerful Document Management
Store and manage all of your documents in one central location and access from the office or the field.
Safe & Secure
Create custom named folders and Safely and securely store your company documents all in one central location.
Access in the Field
Uploaded documents are available to field users so everyone has access to only the latest versions at all times.
You Control who Sees What
User Group permissions mean you control who in the business can view different documents.
Create Custom Folders that suit your business. Perfect for Safety Documents, Operating Manuals, Sales Literature, Pricing Catalogs and so much more
Automated Expiry Notifications
If your Documents have an expiry date, don’t worry, it will be managed for you. Automated Notifications as your documents approach expiry date. View current status at a glance.
Full Document & Version Control
Document control, Version Updates, Expiry Notifications and document History makes it so easy to keep all of your documents up to date and under control.
Email & Print
Simply slide and click to email your Resource Document from the field. Perfect tool to provide clients with the latest copy instantly and so easily.
Only the Latest Versions
Upload a new document or version in your Management Portal and it will automatically update for all mobile users. Everyone can only access the latest versions
Just Documents OR a Complete Business Solution
You can just use the forms for your business or you can benefit from all the other included business solutions.
CRM Client Database
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you.
Scheduler & Job Management
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date.
Quotes, Invoices & Expenses
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Lead Sales Pipeline & Tasks
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.