Customers
Customer files
Store documents with each customer record
Attach signed contracts, dietary requirements, venue blueprints, or ID copies directly to the customer. Every file lives alongside the order history and contact details — no more email archaeology when the client asks for that PDF you sent six months ago.
- Drag and drop documents onto the customer record
- Preview images and PDFs inline with thumbnails
- Download or view files in a new tab
- Delete outdated files when you no longer need them
- Store signed contracts, allergen lists, venue layouts, and ID copies
Your sales team sends a quote. The customer signs it and emails back a scan. You drag the signed contract onto the customer record and it stays there forever. The kitchen manager uploads allergen forms. The delivery driver saves a venue map. Everything in one place.
When you open the customer record, you see thumbnails for images and PDFs. Click to view full-size or download. Delete files you no longer need. Upload as many as you want — the system does not cap attachment count.
No external folders, no shared drives, no guessing which folder holds which client's paperwork. The file lives with the customer it belongs to.
Who benefits
Business owner
Every signed contract and compliance document attached to the right customer — auditors love tidy records.
Sales / account manager
Stop searching your inbox for that signed quote. Upload it once, find it every time.
Kitchen manager
Allergen forms and dietary requirement sheets live with the customer, not buried in email threads.
Accounting
Proof of signed agreements attached to the customer record when you need to reconcile invoices.