Attach photos and documents to a job or estimate for internal use or to share with the customer. Before you can send a customer attachments, they must be saved to the job/estimate details page. 

1. Click into the job details page

2. Scroll down to the section titled 'Attachments' on the left and click directly on the box

3. Select the attachment from your computer

4. You will then see the attachments in the 'Attachments' section. 

  • Repeat this process until you've finished adding all necessary photos and documents.

NOTE: You can then choose to include those attachments in the invoice or estimate when sending to your customer

Add Attachment to a Job/Estimate (iPhone)

Send Invoices (Web Portal)

Send Customers Photos & Documents (iPhone)

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