Records hub

Short answer

One place for every document: estimates, invoices, change orders, uploaded files and imported data, colour-coded by type, with AI smart search, duplicate detection and auto-categorisation.

Find a document in Records

1. Open Records in the left sidebar.
2. Search by name, client, email address or file name — punctuation such as dots and apostrophes is handled.
3. Filter by document type; each type is colour-coded.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.