TeqFiles
Documents

Filed by customer and job, not by folder.

Document management organised around the business record rather than a folder tree, so finding a warranty means opening the equipment, not guessing what it was named.

Try TeqFiles free See how it works

$15/month · 14-day free trial

TeqFiles library — documents attached to customers, sites and equipment

By recordnot by folder tree

Versionedwith history intact

Permissionedby role

The problem

The folder structure made sense to whoever built it.

Documents are stored by date, or by project, or by the initials of whoever uploaded them. Finding a specific warranty or signed agreement requires knowing the convention — and the person who knew it left.

What it does

Documents attached to the thing they describe.

Record-attached storage

Files live on the customer, job, site or piece of equipment.

Versioning

Supersede a document without losing what it replaced.

Permissions

Who can see and change what, by role.

Search

Across content and metadata, not just filenames.

Retention

Rules for what is kept and for how long.

Sharing

Send a document to a customer without emailing an attachment.

How it works

Four steps, no re-entry.

Step 1 of 4

A document arrives

Uploaded, scanned or generated by another product.

Step 2 of 4

It attaches

To the customer, job or asset it concerns.

Step 3 of 4

It is findable

By opening the record, not by searching a drive.

Step 4 of 4

It stays correct

Versioned, permissioned and retained on your rules.

Better together

What TeqFiles connects to.

Nothing here is required. Each one is there when the need is real.

TeqSign Executed agreements land here automatically. HVACTeq Warranties and manuals attached to the equipment. TeqForms Submitted forms and their attachments stored on the record. TeqCRM Proposals and contracts visible from the account.

Questions

Before you ask.

Can I migrate an existing drive?

Yes, though the value comes from attaching documents to records — a lift-and-shift of a folder tree keeps the original problem.

Is there a storage limit?

Plans include generous storage; heavy media users should talk to us about volume.

Who can see what?

Permissions are by role and record, so field staff and finance see different things.

Try it free

Start with TeqFiles. Add the rest when it earns its place.

Fourteen days, the full product, no card required. It joins the company you already run.

Start free Browse the catalog

No card required Keep the systems that work Remove it any time

Also in the ecosystem

Other business apps.

TeqBooks Finance TeqPayroll Finance TeqInvoice Finance TeqExpense Finance TeqPay Payments TeqCRM Customer TeqEmail Communication TeqPhone Communication