Documents & Secure Storage
Keep sensitive files on the job with expiring links and logging so sharing is deliberate, not permanent.
The problem
Files scattered across inboxes and desktops are a privacy risk and slow down adjusters who need the packet in one place.
How BayOps helps
Store scans and PDFs with the job, share with expiring links for authorized roles, and pull text from photos at intake so advisors spend less time typing and more time with the customer.
What you get
Practical outcomes your shop can feel in the first month.
Not everyone needs to see everything
Limit who can open financial and ID-heavy documents—a technician needs the job, not every customer’s full file.
OCR at intake
Photograph a licence, registration, or insurance page and let the system draft the fields—you review before the estimate goes out, catching low-confidence reads early.
Capabilities
- Private storage with access logging
- Expiring links for shared documents
- OCR for licence, registration, and insurance documents
- Encryption for sensitive documents and extracted text
See it with your workflow
Tell us about your bays and carriers—we will tailor the walkthrough.