New Document Management System for Your Projects Including Progress Pics.
Multiple attachments for each transaction, increased file limit, progress picture storage & enhanced lender draws!
The Project Management Suite just got “Suiter” (see what we did there?)
You now have a single Files view where you can upload and store all your bids, invoices, project documents like architectural drawings, as well as progress photos of the project! You also now have ability to add Progress Photos to your Lender Draws if your lenders require this. Not only that, but we've done away with max size limit of 5mb so that you can upload your architectural plans and other large files!
Check out the quick video above then, go test it out for yourself! If you currently have the Premium version of the software, this is ALREADY LIVE inside your account right now!
Let's break down this major update even further! Here's what you'll see in your Premium and Pro accounts:
You can now upload more than one attachment for each transaction. So, if you have an invoice and a progress photo or two, they can now all go in there. Along with a place for file captions and a handy preview window!
Step 1. Enter a transaction.
Step 2. Towards the far right hand side of your project management screen, click the paperclip or zip file (box with a squiggle) icon that's at the end of the same row as the transaction and upload your files!
You now have a new menu on the left hand side called Files where you can view all of your documents for a given project in one place.
You can now add Progress Pics of the project to your Lender Draw request. This is really handy in situations where your lender doesn't inspect the project physically and needs to see proof of work being performed!
If you have files like architectural or civil plans you wish to store, you can now upload attachments larger than 5mb to your project!
Have not been able to use this program yet.
Well then it’s time to jump in! Reach out to our support team ([email protected]) if you need any help or have questions about your software. 🙂
I will. Looks good. I’m diving in.