Keep your documents in one place
Your COI, W-9, workers' comp, bonds and safety cards together, with a reminder before each runs out, and one link that sends them all to a builder. Every plan.
MarketingBidsDocuments
Open Documents
Before a builder signs, they ask for your paperwork. Keep it all here once, and send it with one link whenever someone asks.
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1
Open Documents
In the menu, tap Marketing, then Bids, then Documents.
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2
Add each document
Under Add a document, pick What it is, add the date it Runs out on if it has one, pick the PDF or photo, and tap Keep it on file.
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3
Send them all to a builder
Under Send them all to a builder, type their name and email and tap Send them all. They get one link with every current document.
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4
Upload the new one
When a document is renewed, add the new one and remove the old one. Every link you sent shows what's current.