Attach files to your jobs - Desktop

← Job Management
Attaching files to your jobs can be useful for saving important job documents, spreadsheets, pdfs or any other relevant files that may relate to your job. You can attach as many files as you need and you can include any file types you use.

Step 1: Navigate to Jobs, select the Job and then Files

As shown here, within the job detail view, select Files.


Step 2:  Select the Add button

As shown click on the add button.


Step 3: Click or drop to upload

As shown, click or drop files to upload.  Upload allows you to navigate to your local file storage area and attach and upload the required files.


Select the File you are wanting to upload



Your File will show as being uploaded



You will now be able to view the Files you have uploaded to the Job.  





Job Management

  1. Create a Job from Job Template
  2. Create a Job - Mobile
  3. Create a Job - Desktop
  4. Create a Job from a Quote
  5. How to use Jobs & Tasks
  6. Internal Jobs
  7. Import Jobs
  8. Search & Filter Jobs - Desktop
  9. How to archive jobs, find archived jobs and restore - Desktop
  10. Attach files to your jobs - Desktop
  11. Attach photos, scribbles and notes to your jobs - Mobile
  12. Adding Charges to a Job - Desktop
  13. Adding Charges to a Job - Mobile
  14. Setup Job Types
  15. Filter Job charges by Invoice number
  16. Adding Sub-Contractor time and/or Invoices to a Job
  17. How to archive jobs, find archived jobs and restore - Mobile
  18. Getting Directions to the Job - Mobile
  19. Getting Directions to the Job - iPad
  20. Search & Assign a Customer to a Job - Mobile
  21. Change Job Status - Mobile
  22. Accept a Job Invite - Mobile
  23. User Defined Job Numbers
  24. Viewing Files on Desktop

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