Policies & documents

The playbook opens on the ticket — not in a shared drive nobody finds.

Company Policies is FixGrid’s SOP hub: field-ready, searchable, browsable by topic or by the work. The Documents library holds the property file room — certificates, inspection reports, contracts — on the same system of record.

See it in a live demo Plans & tiers
Professional+ · SOPs + Documents Techs · view on the job Ack · read & confirm when required
Company Policies
SOPs & field playbook
Company Policies
SOPs & field playbook · Sunrise Property Group
Add
Search policies…
Emergency Response 24/7
Response manual · after-hours · fire · flood · entrapment
Lockout / Tagout — rooftop RTUs
PDFSafety / OSHAHVAC
Open
Make-ready quality standard
PDFMake-Ready
Open
Water shutoff map — Building C
PDFPlumbingLeak
Open
On the work

Shown because of this ticket — not because someone remembered the drive path.

Policies link to ticket categories and work types. Open a plumbing leak and the relevant SOPs ride along. Same pattern on PM tasks and make-ready — the playbook meets the field where the work already lives.

  • Browse by topic — emergency, safety, maintenance ops, make-ready, PM, compliance, and more.
  • Browse by the work — HVAC, plumbing, life safety… the same categories techs already pick.
  • Surfaces on tickets, PM, turns — policy cards in context, not only a sidebar hub.
  • Technicians can read — view access is for the people holding the wrench.
Ticket · Unit 207
Plumbing · Leak
For this Plumbing ticket
Linked policies for category + subcategory — open without leaving the job.
Water shutoff map — Building C
PDFPlumbing
View
Active leak response SOP
PDFEmergency
View
Resident notice — unit entry for leak
Resident relations
View
In-app viewer

Read it. Acknowledge it. Stay on brand.

Policies open in a dedicated viewer — PDF fit-to-width and pinch-zoom for the field, download when you need the raw file. Optional acknowledgement records that the tech has read the procedure.

  • PDF & image documents — the SOP is the file teams already have.
  • “I have read this” — timestamped acknowledgement when the policy requires it.
  • Review dates & most accessed — managers see what’s overdue and what’s used.
Lockout / Tagout — rooftop RTUs
Safety / OSHA · PDF · Updated Mar 12, 2026
Fit to width · pinch to zoom Page 1 of 4
This policy needs your acknowledgement.
I have read this
Documents library

The file room that isn’t a shared drive graveyard.

Documents holds inspection reports, contracts, compliance certificates, and company files — filterable by type, property, and status. Upload, archive, search by title or party. Separate from the SOP playbook, same FixGrid login.

  • Property-scoped — find the cert for Riverside without drowning in portfolio noise.
  • Types that match the work — inspections, compliance, contracts, and more.
  • Active / archived — keep history without cluttering today’s list.
Documents
Company file room

Documents

Inspection reports, contracts, compliance certificates, company files

Add
Annual backflow cert — Commons
Compliance · FixGrid Plaza · Active
Q1 property walk — summary export
Inspection · Portfolio · Active
Elevator service agreement 2026
Contract · Riverside Flats · Active
Connected

Playbook + file room + work — one login.

Policies teach the how. Documents prove the paper. Tickets and turns are where both show up.

Tickets
Policies for this category
Deep-link from the job so the right SOP is one tap away in the mechanical room.
Compliance
Certs in Documents
Certificates and reports live filterable by property — next to the work, not in email.
Vendors
Contracts alongside Auriga
Vendor agreements in Documents; COI and RFP in Grid Auriga.

Tier: Company policies / SOPs and Documents are on Professional and Enterprise — not Starter. Starter stays focused on daily tickets, turns, and basic ops.

FAQ

Straight answers on policies & documents

What is Company Policies in FixGrid?
The SOP and field-playbook hub. Upload policies, organize by type and ticket category, open them from the hub or from tickets, PM, and make-ready. Public label is Company Policies; the work is your living SOP set.
Can technicians open policies on the job?
Yes. Techs can view. Linked policies surface for the ticket’s category, and the in-app viewer is built for phone reading — PDF fit-to-width and pinch-zoom.
Does FixGrid track acknowledgement?
Yes. Policies can require an “I have read this” acknowledgement with timestamp — useful for safety procedures and training discipline.
How is Documents different from Policies?
Documents is the property-scoped file room (reports, certificates, contracts, company files). Policies is the SOP playbook tied to how work is categorized. Both ship on Professional+.
Which plan includes this?
Professional and Enterprise. See the pricing matrix — Company policies / SOPs + Documents is a Pro/Ent row, not Starter.
See the live product

Open a policy from a ticket in the demo.

Walk the Company Policies hub, the viewer, and how Documents sits next to the work — then decide if shared-drive archaeology is still a strategy.

Book a walkthrough See Professional