Note: this feature is currently in Alpha and will be rolling out to all Pros over the next several weeks.

Overview:

A new section on the Customer Profile, the attachments section enables you to see a complete aggregation of a customer's attachments across their profile, jobs, estimates, equipment in a timeline view.

Attachments are organized by date uploaded in descending order, with most recent attachments at the top. By default, 25 attachments are displayed per page, but you can configure the page to display 50 or 75 attachments on the bottom left.

Functionality:

Clicking on a thumbnail image displays in image in a carousel viewer. From this viewer, you can navigate through attachments by clicking the arrow buttons or using your keyboard. On the top right, you'll see a link to the customer profile, estimate, job or piece of equipment, depending on where the attachment was originally uploaded. This enables you to easily pull up the relevant attachment details.

You can also rename or download individual images. To rename the file, click edit on the right panel and then save your changes. The download button is available on the bottom left corner. If you rename your file then download it, the file will be downloaded with an updated name.

FAQs:

What type of attachments are supported?

Most image types, PDFs and videos are supported.

How do I access the customer attachments section?

Access the section by going to a customer's profile and then clicking "Attachments," which will be the rightmost tab on the screen.

Why do I see a "no attachments" message?

This means you haven't uploaded any attachments for this customer across jobs, estimates, equipment or their profile.

Can I view child attachment's on a parent customer's profile?

Not at this time. To view attachments from child customers, you must navigate to the attachments section of the child customer's profile.

Am I able to download attachments in bulk?

Not currently, but this is functionality we are exploring.