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

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  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

    2017-07-19_10-07-07.jpg

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

    2017-07-19_11-03-30.jpg

  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

    2017-07-19_11-03-45.jpg

  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

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