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Job: Uploading Attachments to Jobs and Sending them with Invoice

Ensuring documentation and files are attached and sent properly.

Updated over 3 weeks ago

Attachments Tab

  • Upload: Upload and manage files such as photos or blueprints.

  • Preview and Rename: Use the pencil icon button to quickly preview and rename the file if needed.

  • Delete: Use the trashcan icon on each of the attachment card to quickly delete an attachment.

Visibility: Use the Send with Invoice toggle, and then select the files that you want the client to see these files when you use the Create Invoice button to create and automatically send them an invoice.

Note: Only the files selected using check marks after the Send with Invoice toggle is turned on will be sent to your customer. This allows you to maintain internal as well as external documentation within your Job.


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