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 takes files and images to the next level, allowing you to make attachments a requirements 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 upload attachments
Open the job, estimate, or invoice you want to attach files to
Follow the step that corresponds with what you opened in Step 1
Job: Select the Files tab
Estimate or invoice: Scroll down to Attachments
Select Upload and choose the files you want to upload
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
Open the estimate or invoice you want to send
Scroll down to the Attachments section and check the box for all of the files you want to send
Send your estimate or invoice
Your client will receive a link to the client portal, where they can view the estimate or invoice with the attachment.
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