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Policy Folders

Document organization, hierarchical.

Policy folder tree with full document indexing. Compliance evidence, SOPs, and customer documentation — all searchable from one box.

  • ✓ Hierarchical folder tree
  • ✓ Document metadata indexed
  • ✓ Permission inheritance
  • ✓ Customer and internal scopes
  • ✓ Version tracking
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👥
Customers
Business + personal, contacts, assets, billing — unified.
🎫
Tickets
Comments, time entries, line items, attachments — everything.
🧾
Invoices
Payment status, line items, linked tickets — clean.
💳
Payments
Method tracking, invoice linking, full audit trail.
📐
Estimates
Status workflow, invoice conversion, full history.
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Assets
RMM data, serials, SNMP, properties — every field.