GuideThe rehab
Documents
The house's paperwork in five folders: contracts, invoices, inspections, insurance, and leases.
- Where it is
- A house › This house › Documents
- Who can use it
- Owners and admins add and remove. Team members can view and download.
Documents keeps a house's paperwork with the house. There are five folders: Contracts, Invoices, Inspections, Insurance, and Leases.
Add a file
- Step 1: Find the folder and choose Add file.
- Step 2: Choose the file.
- Step 3: Choose Save file.
Files can be PDF, JPEG, PNG, or WebP, up to 10 MB. Save a Word or Excel file as a PDF first.
Heads upThe list shows each file's type, size, and the date it was added, not its name. Add files in an order you'll recognise, and use the date to find one.
What goes where
| Folder | For example |
|---|---|
| Contracts | The purchase agreement, the settlement statement, signed scopes of work |
| Invoices | Bills you want kept with the house. Contractor invoices sent through a login are under Expenses. |
| Inspections | The home inspection, the termite report, the appraisal |
| Insurance | The builder's risk or landlord policy |
| Leases | The signed lease. The app doesn't write leases; upload the one you signed. |
Remove takes a file off the house after you confirm.