dragonfly

attach files to a client's profile

contracts, photos of the property, signed estimates, scans of their preferences — every important file lives on the client's dragonfly page so you can find it without digging through email.

3 steps~2 min
  1. 1

    open the client

    click any client in your list to open their detail panel. scroll to the "files" section.

  2. 2

    drag in a file or click "upload"

    drop any file (pdf, jpg, png, docx, anything). it uploads to bullfrog and links to this client. files appear in chronological order.

  3. 3

    share or download anytime

    click any file to download or copy a shareable link. links work for the customer (no login required) so you can text them a copy of the contract on demand.

    tip

    for files you'd reuse across many clients (a generic w-9, a cleaning checklist), upload them to bullfrog directly and link from there. attach to dragonfly only the files specific to that one client.

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