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.
Attachments on Web Portal
Click into the job details page
Scroll down to the section titled 'Attachments' on the left and click directly on the box
Select the attachment from your computer
You will then see the attachments in the 'Attachments' section.
Repeat this process until you've finished adding all necessary photos and documents.
Attachments on iPhone (iOS)
Go to the job details page.
Scroll to the bottom and click on the 'Attachments' tab.
Click the camera icon in the top right.
Choose between the options: 'Take Photo' (to take a new photo) and 'Choose Photo' (to select an existing photo from your albums).
Note: Photos taken within the app need to be uploaded one at a time, while you can choose multiple photos at once from your camera reel.
If you select 'Choose Photo,' select the photos you'd like to use and click 'Upload' in the top right of the screen.
Select 'Small' for the image size--the photo will upload much faster and look just fine.
If you choose 'Take Photo' you can take the picture, then click 'Use Photo' in the bottom right.
Click 'Done' in the top left to save the attachment(s) to the job
NOTE: The attachments will be stored for internal use only (unless you choose to send them with the invoice/estimate).
NOTE: You can then choose to include those attachments in the invoice or estimate when sending to your customer.
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