In this article, you will learn how to send files and images with estimates 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.
Sending files with an estimate
Sending files with an estimate
From the mobile app, select the menu icon > Estimates
Select the estimate you want to add attachments to
Select Attachments to expand the list of attachments and select Attach for all of files you want to include on this invoice
Tip: You can also upload more attachments by selecting the + icon next to attachments.
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.
Select Send to client
Complete the Send Estimate # fields and select Send
Here’s a preview of what your clients will see when viewing an invoice from the Workiz client portal on a mobile device:
Need more help? See related articles below: