Documents & questionnaires / AxiomBlue

Keep useful paperwork close to the work.

Organise documents, job attachments and questionnaires so the information needed for a job has somewhere to live.

Store documents and attach relevant files to the work.

Plan fit: File uploads start on Basic and storage limits vary. Questionnaires and template-related functions depend on the relevant plan and permissions. Compare plans →

See how it works ↓ Explore the demo ↗

A practical workflow / Example

Get the details before the site visit.
  1. 01
    Choose the right recordUse a document, job attachment or questionnaire.
  2. 02
    Collect the detailUpload or edit the information, or share the response form.
  3. 03
    Review and retainKeep useful records available to the team.

The part of your day this changes

Keep useful paperwork close to the work.

Organise documents, job attachments and questionnaires so the information needed for a job has somewhere to live.

01

Keep the record together

Store documents and attach relevant files to the work.

02

Collect answers with a form

Use questionnaires and their shared response views for structured information.

03

Keep a portable copy

Business backup export provides CSV records; attachments are not included in that export.

Picture it in your business / Example

Get the details before the site visit.

Use a questionnaire for the information you need, review the response and keep the relevant paperwork with the work.

Where to find it
Documents · Sales → Questionnaires · Open a job for attachments

A practical starting point

  1. 01

    Choose the right record

    Use a document, job attachment or questionnaire.

  2. 02

    Collect the detail

    Upload or edit the information, or share the response form.

  3. 03

    Review and retain

    Keep useful records available to the team.

Try the workflow in the demo ↗

Know what’s included

The right plan for the way you work.

File uploads start on Basic and storage limits vary. Questionnaires and template-related functions depend on the relevant plan and permissions.

Compare plans, limits and pricing →

Explore the detail

What you can work with.

  • Business document records
  • Document editing
  • Questionnaires and shared response forms
  • Job attachments
  • Business CSV backup export

Availability varies with plan, permissions and enabled features. Check plan inclusions.

See how this fits: make it work your way →

Before you get started

A few useful answers.

Have a specific workflow in mind? Talk it through with us.

Where do I find documents & questionnaires?

Documents · Sales → Questionnaires · Open a job for attachments. Available controls depend on your permissions and enabled features.

Which plan do I need?

File uploads start on Basic and storage limits vary. Questionnaires and template-related functions depend on the relevant plan and permissions.

How should I evaluate it?

Start with a familiar example of your work. Follow the steps on this page, check the records and confirm the plan inclusions you need before rolling it out to the team.

Keep the work connected

See the next part of the picture.

Custom fields

Make room for the details your business runs on.

Create fields with useful labels and help text for the record.

 Job management

Keep the whole job together.

Less to reconstruct when the work is done and the invoice is due.

 Customer portal

Give customers a clear view of their work.

Customers can review quotes and accept eligible quotes through the portal.

Considering a switch?

Check the fit before
moving your business.

Use a familiar job to compare the way you work today with the way Axiom Blue handles it.

  1. 1. Follow a job in the demo

    Check the quote, schedule, job record and invoice. Look for the details your team needs.

  2. 2. Check your plan and team cost

    Compare usage limits, paid seats and specialist features. See plans and pricing →

  3. 3. Confirm your move

    Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.

Make the next step a small one

Put a familiar job
through its paces.

You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.

Explore the live demo ↗Start free →

Free plan has usage limits. No time limit. No credit card.

  1. 01

    Price the work

    Try a quote like one you send every week. Check the detail your customer will see.

  2. 02

    Follow it through the day

    Explore a job, its crew, time and materials. Look for the information you usually chase.

  3. 03

    Check the fit and the price

    Compare the features and limits you need. See plans and inclusions →