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. Workiz only supports PDF, JPEG, or PNG files. If you have text-based documents created on Microsoft Word or a similar word processor, you will need to convert them into PDF documents in order to upload them in Workiz.
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 upload attachments
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- Open the job you want to attach a file to
- Select Attach
- Choose where you want to upload this file from:
- Take photo
- Choose from gallery
- Choose from library
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- Open the estimate or invoice you want to attach a file to
- Next to Attachments, select the plus icon ( )
- Choose where you want to upload this file from:
- Take photo
- Choose from gallery
- Choose from library
How to send attachments
Once you have uploaded a file to a job, estimate, or invoice, you can send it to your clients as part of an estimate or invoice.
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- Next to the file you want to attach to this estimate, select Attach
- Select Send to client > Send
- Next to the file you want to attach to this estimate, select Attach
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- Next to the file you want to attach to this invoice, select Attach
- Select the dots icon ( ) > Send invoice > Send
- Next to the file you want to attach to this invoice, select Attach
Your client will receive a link to the client portal, where they can view the estimate or invoice with the attachment.