All Collections
Jobs, Estimates, Events, & Sales Proposals
Creating jobs & invoices
Add attachments to a job/estimate on the web portal (computer)
Add attachments to a job/estimate on the web portal (computer)
Attach documents and photos to a job or estimate details page for internal use or to eventually share with customers.
Ian avatar
Written by Ian
Updated over a week ago

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

Related Articles 

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

Did this answer your question?