All Collections
iOS Mobile App
Jobs, Estimates, Events
Send Customers Photo or Document Attachments (iPhone)
Send Customers Photo or Document Attachments (iPhone)

Once you've saved attachments to a job/estimate, select which attachments you'd like to include to send to your customer.

Ian avatar
Written by Ian
Updated over a week ago

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'. 

Related Articles

Want to successfully complete more jobs?
Check out the
keys to employee and customer satisfaction.

Did this answer your question?