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In this article, you will learn how to attach files and images to jobs using the Workiz web app on desktop.
Workiz allows you to upload files and images to jobs, estimates, and invoices that you can send to your clients as standalone files or as part of an estimate or invoice.
Tip: The custom fields add-on in Workiz takes files and images to the next level, allowing you to make attachments a requirement for all or specific jobs. You can also automatically include those custom fields on invoices and estimates.
To learn more about custom fields, please see this article.
How to attach files
From the sidebar navigation, select Jobs
Select the job you want to attach files to
Select the Files tab
Next to Job Files, select Upload
Select the file you want to upload
Note: You can only upload image files using this feature. If you would like to send text-based documents, please ensure it is a PDF file.
Once you upload a file, you can select it to make changes to the filename and file description.
How to send files to clients
Once you upload a file to a job, those files will be available to be attached to all estimates and invoices linked to the job. You can send the files to a client as a standalone file or as part of an estimate or invoice.
Sending standalone files
Next to the file you want to send, select the kebab menu (three dots) icon > Send
Complete the Send file fields:
Email: Enter the email address that you want to send this file to
Subject: Enter a subject line for the email message
Message: Enter a brief message referencing the attached file
Select Send
Sending files with estimates and invoices
Once you have uploaded a file to a job, you can send it to your clients as part of an estimate or invoice. To learn more about sending files with an estimate or an invoice on the mobile app, please see the following articles:
Need more help? See related articles below: