Every Document, Photo, and File — Tied to the Job
Attach manuals, capture before-and-after photos, and share completion docs with customers. Everything lives on the work order — encrypted, virus-scanned, and accessible from any device.
14-day free trial · No credit card required · Cancel anytime
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.
Encrypted & Scanned
Every file is scanned for viruses on upload and stored with industry-standard encryption. Your documents stay safe, private, and tamper-proof.
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 syncs instantly, and both the office and the customer can see it.
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 in real time
- Timestamped and attributed — who took it, when, on which job
- Share completion photos with customers through the portal
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's encrypted with industry-standard encryption. 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
- AES-256 encryption at rest for every file
- Complete audit trail: who uploaded, viewed, or replaced any file
The Right Docs on Every Job. Customer Access When You Choose.
Got a safety checklist for an HVAC install? An equipment manual the job needs? Attach it to the work order and every tech assigned sees 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.
When the job's done, share completion photos and signed forms with the customer through their portal. You pick exactly which documents they see — they never see your internal notes or files you haven't shared.
- Attach the reference documents each work order needs, right on the job
- Share specific documents with customers via the customer portal
- Granular control — internal files stay internal
- Manuals, checklists, compliance forms — always at the tech's fingertips
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 sync to the work order instantly — the office sees everything in real time.
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, photo capture, secure storage, and customer sharing before committing.
What file types can I attach to work orders?
You can attach PDFs, images (JPG, PNG), spreadsheets, and other common document formats. Whether it's a manufacturer manual, a wiring diagram, or a signed completion form, it attaches directly to the work order and is available on both desktop and mobile.
Are documents scanned for viruses?
Yes. Every file uploaded to FSM Navigator 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 capture before-and-after photos directly through the mobile app and attach them to the work order on the spot. Photos sync in real time, so the office sees them immediately — no waiting for the tech to get back and email them over.
Is document storage encrypted?
Yes. All stored documents are protected with AES-256 encryption at rest and in transit, so customer data and sensitive documents stay private.
Can customers see work order documents?
Yes. You choose exactly which documents to share with customers through the customer portal. They can view completion photos, signed forms, and any other files you make visible — without seeing your internal notes, cost breakdowns, or files you haven't explicitly shared.
Ready 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 customer sharing included.
14-day free trial on all paid plans · No commitment required · Enterprise includes full document management