Documents & e-signature
Every contract, COI, vehicle title, license, and policy filed by customer or vendor. Send for signature; track when signed.
Document tree with one folder open, preview pane, e-signature status panel, and the next-30-day expirations list.
Central document store with folders by customer, vendor, employee, vehicle, asset. OCR + full-text search so you stop hunting in someone's email. Built-in e-signature for contracts, COIs, NDAs, change orders, employment paperwork — no separate DocuSign subscription. Expiration tracking on the things that lapse: insurance, certifications, registrations, contracts.
What you can do with documents & e-signature.
Central storage organized by customer, vendor, employee, vehicle, or asset
OCR with full-text search across every document, every format
Built-in e-signature with audit trail meeting ESIGN and UETA requirements
Expiration tracking with reminders for insurance, certs, registrations, contracts
Template library — fill once, send to many (NDA, MSA, change order, COI request)
Versioning — every replacement keeps the prior version with a clear history
Documents & e-signature — answered.
The questions we hear most when operators are evaluating this module. Anything specific to your industry, your state, or your existing vendor — we'll answer on the discovery call.
01 Is the e-signature legally binding? +
02 What kinds of documents end up here? +
03 How do expiration reminders work? +
The modules documents & e-signature talks to most.
Self-serve account on your domain — invoices, online pay, booking, messages, signed docs. Ends the "what's the status?" calls.
New-hire packets with e-signed I-9, W-4, handbook acknowledgments, and PTO tracking — without buying a separate HRIS.
Vendor roster, purchase orders, accounts payable queue, and 1099 tracking. Three quotes, picked one, paid — fully documented.
Run the business
on one system.
Thirty-minute discovery call with the actual builders. Tell us your industry and what you're using now; we'll show you what a tailored build looks like.