In this article, you will learn how to add files and images to a job using the Workiz mobile app.

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

  1. From the mobile app, select the job you want to attach files to

  2. At the bottom of the job page, select Attachments

  3. Select the + icon and choose where you want to upload this attachment from

    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.

    1. Take Photo: Use your device’s camera to take a photo

    2. Choose from Gallery: Select an image from your device’s photo library

    3. Choose from Library: Select a file from your device’s file library

How to send files to clients

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:

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