Uploading Files
Add files to projects, clients, and invoices:
- Drag and drop files directly into ServTrackr
- Upload from computer or mobile device
- Take photos directly from mobile app
- Scan documents with mobile camera
- Import from cloud storage (Google Drive, Dropbox)
- Bulk upload multiple files at once
Organizing Files
Keep your files organized and easy to find:
- Built-in organization by client, project, or invoice
- Create custom folders and categories
- Tag files for easy filtering
- Search files by name, type, or date
- Star important files for quick access
- Archive old files to free up space
Sharing Files
Share files securely with clients and team:
- Attach files to emails and invoices
- Share via client portal
- Generate secure download links
- Set expiration dates for shared links
- Control who can view, download, or edit
- Track when files are viewed
Version Control
Track changes and maintain file history:
- Built-in versioning when files are updated
- View file history and previous versions
- Restore older versions if needed
- Compare versions side-by-side
- Track who made changes and when