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Attaching Files to a Job - Mobile device

Yes, files can be attached to Jobs, Invoices, Quotes, Purchase Orders and Bills.  They can be attached from the Web Console or from a Mobile device.  This knowledge base article will deal with attaching files from your Mobile Device.

The process of attaching files to a Job is essentially the same when attaching a file to Invoices, Quotes, Purchase Orders and Bills.  The steps below demonstrate how to attach files to a Job.

 

Attaching Files to a Job - Mobile device (steps below are for iOS, but Android is very similar):

1) Click on the New Note button on the Notes tab while in a Job.

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2) Enter the Note text as required (we recommend entering a description of the attachment for easy identification, since the file name might not allow for enough information).  

3) Click on the "Add photo/Video or Signature" button, select the file you wish to attach in the file explorer window that opens.

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There are three options provided. The first option allows you to take a photo or video directly from within the app. The second gives you the ability to import files from your local device gallery, and the third option allows you to capture a signature.

Please note:

  • The attached file can be virtually any file type, i.e. Word Document, PDF, Excel Spreadsheet, Photo or Image (JPEG, GIF, TIF, PNG) etc. The attachment will require an appropriate app to view it on a Mobile device, therefore it is advisable to convert Word and Excel (or non-image files) into a PDF before uploading them.
  • The attached file must not be over 15MB in size
  • Files uploaded from the device gallery can only be done so one at a time

4) Once the file has been uploaded, add a note and then click the “Done” button

5) To save the file, click “Save” - Please note that the Note and the attachments will only be saved to the Job once the Job is saved.

 

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To attach files to an Invoice, Quote, Purchase Order or Bill, simply click on the "Add Note" button while you have an Invoice, Quote, Purchase Order or Bill.  Below is an example of adding a Note to an Invoice:

 

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There are three options provided. The first option allows you to take a photo or video directly from within the app. The second gives you the ability to import files from your local device gallery, and the third option allows you to capture a signature.

 

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Then click approve/save draft when you have finished with all your changes.

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