Productivity multipliers
Stop digging for paperwork.
Every certificate, W-9 and signed document is attached to the right customer, stored privately and shared in one click. Drop in a PDF bid or invoice and let AI pull out the key details for you to review.
Built, hosted and maintained for you · Every item below labelled honestly
What's included
Exactly what works today.
Available now means it's in production for clients. Beta works end to end with a few gaps we tell you about. Coming soon isn't live yet.
- Upload PDF, Word and image files to a customer (private storage)Available now
- Toggle “customer can see” per file; who uploaded and whenAvailable now
- Customers download shared files through short-lived linksAvailable now
- AI reads PDFs, bids and invoices; you check the fields, attach it to a customer or job, then draft an invoiceAvailable now
- Import spreadsheets with a review and column-matching step before anything is createdAvailable now
Before vs after
The same work, without the busywork.
Today
- 1Insurance certificates and W-9s are re-sent on request, every time.
- 2Files live in personal inboxes and phones.
- 3Numbers from bids and invoices are retyped by hand.
With Sandbox Synergy
- 1Upload once, attached to the customer, stored privately.
- 2Share with a toggle; the customer downloads it themselves.
- 3AI pulls totals and line items from a PDF; you check them and attach the document to a customer or job.
How it works
4 steps, start to finish.
- 01
Upload
Drop a PDF, document or photo on the customer's record (up to 8 MB).
- 02
Choose visibility
Keep it internal or mark it “customer can see.”
- 03
Customer downloads
Shared files appear on the customer's page via links that expire in an hour.
- 04
Read it for me (beta)
Let AI extract the key details from bids and invoices, then review before saving.
Two sides, one system
What your customer sees, and what your team sees.
Your customer
- Their shared documents on their history page
- Secure, short-lived download links
Your team
- Files per customer with uploader and date
- A visibility toggle per file
- AI extraction for review (beta)
Time back, in your numbers
What could this be worth to you?
No made-up statistics. Put in your own numbers and see a plain estimate of hours saved and what that time is worth.
Who it's for
Built for businesses like yours.
FAQ
Straight answers.
Where are files stored?
In private storage for your business only. Customers get links that expire after an hour.
Is the AI document reader ready?
Yes. The AI reading is labelled as AI and every document waits for a person to check the fields before it can become an invoice. You can attach it to a customer or job.
What file types work?
PDF, Word documents and common image formats, up to 8 MB each.
Want Documents & File Intake in your business?
Tell us how you work and we'll show you a plan with only the pieces you need, built, hosted and maintained for you.
More productivity multipliers
- Dispatch & CalendarSchedule, reassign and reschedule jobs on a week calendar; double-booking blocked; crews see their own jobs.
- Job Photos & Crew ChecklistsReal job photos saved to each job; per-job checklists with sign-off that keep working with no signal.
- Reports & Accounting ExportRevenue, pipeline, win rate and crew utilization from real records, plus spreadsheet exports for your accountant.