Resources

The media center and the knowledge base.

Add a note to a customer or record
Write a note on a customer, work order, project, task, service asset or portfolio from its Notes tab, then pin, colour, tag, file, archive or bin it.
Attach a file or photo to a customer or record
Upload photos and documents to a customer, work order, project, task, service asset or portfolio from its Files tab, then find, download, pin, mark up, move or remove them.
Create a knowledge base page
Write a new how-to, checklist or procedure for your team in the knowledge base, start from a layout, save it, and publish it when it is ready.
Find a file in the Media Center
Search and filter every photo, video, PDF and document in your organization from one place, preview or download a file, and see which records it is attached to.
Find or restore a knowledge base page
Use the knowledge base home to reach pinned, recent and popular pages, search or browse the full list, save a page for yourself, and bring back a page someone deleted.
Keep gate codes and passwords on a customer or record
Store lockbox codes, alarm codes, Wi-Fi and portal logins on a customer or record's Access tab, reveal one briefly when you need it, and change or remove it later.
Share a note or file with a customer
Make a link to one note, file or folder for a customer, choose who can open it and for how long, then copy the link, change it or stop it.
Upload files to the Media Center
Add photos, videos or documents to your organization's Media Center without attaching them to a record yet, then mark up an image and copy the result to the record that needs it.