Every Document, Photo, and File — Tied to the Job
Attach manuals, capture before-and-after photos, and keep completion docs with the job. Everything lives on the work order — virus-scanned, securely stored, and tracked in the audit trail.
14-day free trial · Nothing charged until the trial ends · Cancel online anytime; access continues to the end of your paid period
Ditch the Filing Cabinet. Go Digital.
Manuals stuffed in truck gloveboxes. Completion photos buried in a tech's camera roll. Signed forms lost in email threads. FSM Navigator® puts every document where it belongs — on the work order.
Attach Any File
PDFs, images, spreadsheets, manuals — attach them directly to the work order. Your tech has the right reference material before they walk through the door.
Before & After Photos
Techs snap photos right from the mobile app — before starting and after completing the job. Proof of work that protects you and impresses the customer.
Secure & Scanned
Every file is scanned for viruses on upload and opened only through a signed download link that expires after an hour. Your documents stay safe and private.
Proof of Work That Speaks for Itself
"The tech never showed up." "That scratch was already there." Sound familiar? Before-and-after photos attached to the work order settle disputes before they start. Your tech takes the photo, it uploads as soon as the phone has a connection, and the office sees it right away.
No more digging through a tech's personal photo library weeks later. Every image is timestamped, tied to the job, and stored securely — not on someone's phone.
- Capture photos directly in the mobile app — no switching apps
- Photos sync to the work order when the device has a connection
- Timestamped and attributed — who took it, when, on which job
- Photos stay on the job record, ready when a dispute comes up
Every File Tracked. Every File Secure.
Every file attached to a work order is stamped with who uploaded it and when, and the action is captured in the audit trail. You always know where a document came from and who added it — no more "who put this here?" confusion.
On the security side, every file goes through enterprise-grade virus scanning before it touches your system. Once stored, it can only be opened through a signed download link that expires after an hour, and original file names are encrypted. Your documents, your customers' data — protected at every step.
- Every upload stamped with who uploaded it and when
- Enterprise-grade virus scanning blocks threats before storage
- Signed, one-hour download links and encrypted file names
- Complete audit trail: who uploaded or downloaded any file
The Right Docs on Every Job. Internal Files Stay Internal.
Got a safety checklist for an HVAC install? An equipment manual the job needs? Attach it to the work order and your team can open it right there. Work order templates carry your sub-jobs and dependencies into each new job, so jobs of the same type start structured the same way — and you add the documents each one needs.
Your files stay with your team. In the customer portal, customers follow their work order's status, sub-job progress, and estimate — they never see your attached files or internal notes.
- Attach the reference documents each work order needs, right on the job
- Customers follow status and progress in the customer portal
- Attached files and internal notes stay internal
- Manuals, checklists, compliance forms — kept on the work order where your team can find them
Part of a Bigger Picture
Document management doesn't live in a silo. It connects with the rest of FSM Navigator® so your paperwork flows with the job — from creation to completion.
Work Orders
Documents attach directly to work orders. Your techs see everything they need — manuals, photos, forms — right on the job.
Learn more about work ordersWork Order Templates
Work order templates carry your sub-jobs and dependencies into each new job, so every job of that type starts structured the same way — then you attach the documents it needs.
Learn more about work order templatesMobile App
Techs upload photos and documents from the field. Files attach to the work order and the office sees them there.
Learn more about the mobile appCommon Questions About Work Order Documents
Which plan includes document management?
Work order document management is available on the Enterprise plan at $59.99/user/month billed monthly, or $47.99/user/month billed annually. Every Enterprise subscription starts with a 14-day free trial so you can explore file attachments, photos, and virus-scanned secure storage before committing.
What file types can I attach to work orders?
You can attach PDFs, Word documents, spreadsheets (Excel and CSV), text files, and images (JPG, PNG, WebP, GIF) up to 20 MB each. Whether it's a manufacturer manual, a wiring diagram, or a signed completion form, it attaches directly to the work order where your office team can open it anytime.
Are documents scanned for viruses?
Yes. Every document uploaded to a work order is automatically scanned by enterprise-grade virus detection before it's stored. Infected files are blocked immediately and never reach your system or your team's devices.
Can technicians upload photos from the field?
Yes. Technicians can take before-and-after photos in the mobile app on the jobs they're working, including each sub-job of a work order. Photos upload as soon as the device has a connection, so the office sees them right away — no waiting for the tech to get back and email them over.
How are stored documents protected?
Documents travel over encrypted connections, are stored in your company's own storage area, and can only be opened through a signed download link tied to your account that expires after an hour. Original file names are encrypted too, so customer data and sensitive documents stay private.
Can customers see work order documents?
No. Work order documents stay internal to your team. In the customer portal, customers see their work order's status, sub-job progress, and estimate — never your attached files, internal notes, or cost breakdowns.
More on Records That Hold Up
Building a paper trail that survives an audit, a billing dispute, or a failed inspection.
The Audit-Proof Log: Four Facts Every Record Must Show
What a defensible record contains, and why paperwork rebuilt after the fact rarely survives review.
Read the article Fire ProtectionManaging Inspection Deficiencies End to End
Documenting findings with photos and notes so nothing falls through between visits.
Read the articleReady to Go Paperless on Every Job?
Stop losing documents in truck cabs, email threads, and camera rolls. Try the full Enterprise experience free for 14 days — attachments, photos, secure storage, and a full audit trail included.
14-day free trial on all paid plans · No setup or cancellation fees · Enterprise includes full document management