Attaching a file to an estimate

  • Please note: The maximum size limit for attached files is 32 MB (megabytes). Please be aware of the file size of items you are uploading.

You can attach a file to an estimate. This is useful if you want to upload images/files related to this estimate. For example, images of damaged or broken appliances may make the issue clearer.

  1. Use the search bar and search for the customer/work address you want to attach a file to. Then click on the name of the customer/work address to open their account.


  2. Click 'View' next to the estimate you would like to view. You can now see all of the details related to that estimate, including its survey, introduction, body etc.


  3. Click 'Files/Attached files' at the top of the page. You will see a page with attached files, click 'Add new file' on the right-hand side.


  4. Click 'Click to upload' a file at the bottom of the page. Select the file you want to upload. After the upload is completed you will see a list of the attached files for this estimate. These files are saved automatically.