You've already attached your items to the job or estimate you're working on and can now choose to send those attachments with the customers invoice or estimate.
1. Open the job/estimate details page. Make sure the attachments are added (attachment section at the bottom).
2. Click the 'Invoice' icon
3. Click the paper clip icon
4. Check each attachment you'd like to include on the invoice.
5. Click 'Done' once you've finished
6. The attachments will appear below the invoice preview and will automatically be sent with the invoice/estimate email once you click 'Send'.
Add Attachments to a Job/Estimate (iPhone)
Send Invoices (Web Portal)
Send Customers Photos & Documents (Web Portal)
Add Attachments to a Job/Estimate (Web Portal)
Want to successfully complete more jobs?
Check out the keys to employee and customer satisfaction.