Keep Every Client Document Where the Job Lives
Upload contracts, photos, permits, and warranty papers to the client record. Share to the portal with a toggle, or keep them private to your team.
The Problem
Service businesses collect contracts, permits, photos, and warranty papers for every client — and most of them live in someone's email inbox or a shared Google Drive folder.
Documents Live Everywhere
Contracts in Gmail, photos on a phone, permits on a desktop, warranty papers in a filing cabinet. Pulling a document for a callback client takes 20 minutes.
No Client Access
When a client asks for their invoice or warranty doc, you dig through email and resend. Self-service would save hours a week.
Privacy Is All-or-Nothing
Drive folders are either public link (scary) or locked down (useless). You want per-document sharing on a per-client basis.
How It Works
Upload to the Client
Drag-and-drop on the client detail page or pick from a folder. 25 MB per file, any file type, organized into folders within the client.
Toggle Share
Each document has a Share toggle. Private documents are team-only; shared ones show up on the client portal with a signed 60-second download URL.
Clients Self-Serve
Clients log into /portal/documents and see only the documents you have shared with them. RLS enforces the scoping at the database level.
Track Storage
Storage usage is visible on the client record and rolls up to your org's tier storage allowance. Overage is billed at $0.15/GB/month.
Key Capabilities
Per-Client Folders
Organize documents into folders within each client record. Rename, delete, and reorganize without breaking portal links.
Private by Default
Every upload is private until you flip Share. Accidental exposure is impossible — the portal query filters on the shared flag.
Signed URLs (60s)
Portal downloads use Supabase signed URLs with a 60-second expiry. No permanent public links, no CDN leakage.
25 MB File Limit
Up to 25 MB per file covers 99% of service business docs (contracts, permits, photo bundles). Larger files go through the website gallery.
Tier Storage Tracking
Total storage per org is measured against the tier cap (1 GB Starter, 5 GB Professional, 20 GB Business). Overage billed on the wallet.
Portal View at /portal/documents
Clients get a dedicated documents page in the portal with search, folders, and download — no training needed.
See It in Action
Real document activity from businesses running on Smarfle.
Documents Stored
Shared with Clients
Storage Used
Signed service agreement.pdf
Jane Smith — shared
Electrical permit.pdf
Austin HVAC — private
Before photos.zip
Roof job #1284 — 18 MB
Frequently Asked Questions
Any file type up to 25 MB. PDF, images, DOCX, XLSX, ZIP all work. MIME type is preserved so the download opens with the right app.
Uploads over the cap are billed at $0.15/GB/month on the prepaid wallet. You can delete old documents to free space or upgrade tiers.
Yes. Deleting removes it from both your team view and the portal view. Portal links for deleted documents 404.
Yes, at rest in Supabase Storage with server-side encryption and in transit via HTTPS. Access is enforced by RLS.
Pricing
Document Storage Is Included
Document storage is included on every plan up to your tier's storage cap. Overage is $0.15/GB/month on the prepaid wallet.
$0.15/GB overage
View all plans