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
