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Documents, Attachments, and Service Photos

Keep files with the customer, Quote, or job they belong to. Upload service photos from the job, and deliberately choose which Quote attachments customers can open.

  • Use Upload file in Attachments to add a PDF or supported image to a customer, Quote, or job.
  • Use Upload photo in Service photos to record a visit. Assigned field team members can add service photos to their authorized jobs.
  • Customer and ordinary job attachments remain internal. On a Quote, Share with customer makes a selected attachment available through the secure Quote.
  • Invoices do not have their own attachment upload, and customers cannot upload files back through these document pages.
  • For prepared PDF Agreements, customer electronic signing, Completed Agreements, and signing certificates, follow Agreements and Electronic Signatures.
  • Invited, authorized customers can access shared commercial documents through the Customer Portal. This does not give them access to internal customer or job attachments.

Upload and open files

Open the customer from Customers, the Quote from Quotes, or the job from Jobs. Find Attachments, choose Upload file, and select the file. For visit images, use Upload photo in the job’s Service photos area. After upload, use the file link on the record to open or download it.

Choose what the customer can see

Quote attachments start as internal files. Use Share with customer beside a Quote attachment to include it in the secure customer Quote. Visible to customer identifies shared files; Make internal removes that sharing. Uploading a customer or job file does not publish it to the Customer Portal.

File reference

  • Customer documents — office users with manager access add files; authorized office users view them on the customer. Internal only. PDF, PNG, JPEG, or WebP; up to 5 MiB per file.
  • Quote attachments — office users with manager access add files and control sharing. Authorized office users can view them; customers can open only attachments marked Visible to customer through their authorized Quote. PDF, PNG, JPEG, or WebP; up to 5 MiB per file.
  • Job attachments — office users with manager access add files; team members with access to that job can view them. Internal only. PDF, PNG, JPEG, or WebP; up to 5 MiB per file.
  • Service photos — office users and authorized assigned field team members add photos; team members with job access can view them. These are internal visit photos, not automatically shared customer documents. PNG, JPEG, or WebP; up to 5 MiB per photo.

Manager access and job assignment serve different purposes: being assigned to a job does not grant customer-document management or Quote sharing. Use Remove only when the file is no longer needed and the action is available to you.

Agreements and Service Records

Use Agreements for prepared PDFs that need customer electronic signing, Completed Agreements, and certificates. The Agreements and Electronic Signatures guide explains that separate workflow. Use a Service Record for the work performed and a customer-facing summary; private attachments do not become visible just because a summary is shared.

Where to find it: Open the customer, Quote, or job record and find Attachments; use Service photos on the job for visit images.

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