Add an attached file to a job

You can attach a file to a job. This is useful if you want to upload images/files related to this job. For example a boiler service job may have an image of the boiler for reference

Watch a quick video showing you how to add an attached file to a job

Or read how to add an attached file to a job

  1. Click in the search bar and search for the customer/work address with the job you want to add a file to and press Enter on your keyboard 

    (Or search for the job number, select it from the list and skip to step 4)

  2. You will then see a list of customers/work addresses that are related to your search


  3. Click on the name of the customer/work address to open their account. In the section labelled On going work click View on the job you wish to view


  4. You can now see all of the details related to that job, including its overview, diary events and parts. 


  5. 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


  6. 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 job. The files are saved automatically

Can't find what you're looking for? Contact support