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. 

Uploading attachments in Workiz

• 1. Open the job you want to attach files to
  2. Select the Files tab and select Upload
     
     
  3. Choose the files you want to upload
• 1. Open the estimate or invoice you want to attach files to
  2. Scroll down to Attachments and select Upload
     
     
  3. Choose the files you want to upload

After uploading your file, you can select it to make changes to the filename and file description.

Sending files to clients

Once you upload a file to a job, those files will be available to be attached to all job-connected estimates and invoices. You can send the files to a client as standalone files or as part of an estimate or invoice.

• 1. Next to the file you want to send, select > Send
     
     
  2. Send the file via email:
     
     1. Email
     2. Subject
     3. Message
     4. Select Send

  Your client will receive an email with the attached file.

• 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.