Document storage software
Contracts, permits and warranty papers sit in folders on the client record, private until you share one. A shared file shows up in that customer's portal behind a link that expires after sixty seconds.
Live in 5 minutes · No setup fee · No long-term contract
When client documents live in five inboxes
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.
From upload to client record
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.
What you can store against a client
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, because 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 contracts, permits and photo bundles. Larger files go through the website gallery.
Tier Storage Tracking
Storage per business is measured against your plan cap, 1 GB on Solo, 3 GB on Starter, 10 GB on Professional, 20 GB on Business. Anything over is 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.
The paperwork each trade has to keep
The service businesses that get the most out of this feature, and the specific way each one uses it.
Client docs, organized
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
Storage questions
What file types are supported?
What happens when I hit my storage cap?
Can I delete a shared document?
Are documents encrypted?
What document storage costs
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 plansWhat else sits on the client record
Client Portal
Give clients self-service access to jobs, invoices, and now documents.
Photo Uploads
Work-order-specific photo uploads with lightbox view.
Client Management
Documents live on the client record so contracts, permits, and certificates sit beside the rest of the client history.
Work Orders
Attach service agreements and signed estimates to the work order so techs can reference them in the field.
Audit Log
Every document upload, share toggle, and download is recorded for accountability.
Ready to try Document Storage?
Start your 14-day free trial. No credit card required.