Workiz

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, <a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">please see this article</a>.

Open the job, estimate, or invoice you want to attach files to

Follow the step that corresponds with what you opened in Step 1

1. Job: Select the Files tab
 
 
2. Estimate or invoice: Scroll down to Attachments

Select Upload and choose the files you want to upload

1. Open the job, estimate, or invoice you want to attach files to
 
2. Follow the step that corresponds with what you opened in Step 1
 1. Job: Select the Files tab
 
 
 2. Estimate or invoice: Scroll down to Attachments
 
 
 
3. 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.

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. 

Next to the file you want to send, select the kebab menu (three dots) icon &gt; Send

1. Email: Enter the email address that you want to send this file to
2. Subject: Enter a subject line for the email message
3. Message: Enter a brief message referencing the attached file
4. Select Send

1. Next to the file you want to send, select the kebab menu (three dots) icon &gt; Send
 
 
2. Complete the Send file fields:
 
 1. Email: Enter the email address that you want to send this file to
 2. Subject: Enter a subject line for the email message
 3. Message: Enter a brief message referencing the attached file
 4. 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

1. Open the estimate or invoice you want to send
 
2. Scroll down to the Attachments section and check the box for all of the files you want to send
 
 
3. 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.

Need more help? See related articles below:

<a href="https://help.workiz.com/en/articles/4757097-add-files-images-to-jobs-from-the-mobile-app">Attaching files and images to jobs on mobile app</a>

<a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">How to create custom fields for jobs and clients</a>

<a href="https://help.workiz.com/en/articles/6180328-how-to-send-files-and-images-using-the-workiz-message-center">How to send files and images from the Message Center</a>

- <a href="https://help.workiz.com/en/articles/4757097-add-files-images-to-jobs-from-the-mobile-app">Attaching files and images to jobs on mobile app</a>
- <a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">How to create custom fields for jobs and clients</a>
- <a href="https://help.workiz.com/en/articles/6180328-how-to-send-files-and-images-using-the-workiz-message-center">How to send files and images from the Message Center</a>

How to upload attachments

How to send files to clients

Sending standalone files

Sending files with estimates and invoices