Provider files
Store invoices, contracts, receipts, and other provider-related documents.
Overview
Provider files keep your documentation tied to the provider, so you do not have to hunt through email threads, downloads folders, and paper records later.
Common examples include:
- Invoices
- Receipts
- Contracts and service agreements
- Insurance documents
- Certifications
- W-9s and tax paperwork
- Photos or supporting media
Uploading and organizing files
Open a provider and go to the Files tab to upload and manage documents.
You can use files to keep the provider relationship well-documented over time, especially when:
- A provider performs recurring work
- You need documentation for budgeting or reimbursement
- You want a cleaner audit trail for maintenance-related spend
Why provider files matter
Keeping files with the provider helps you:
- Review invoices and receipts in one place
- Track contracts and renewal-related documents
- Keep supporting evidence close to completed maintenance
- Build a more complete provider record over time