Step by step
- Open the job and click the Files tab.
- Choose From office or From customer.
- Press Attach photos or files and choose the files.
- To delete one, press Remove under it.
Good to know
Photos, PDF, Word, Excel, text and email files, up to 25 MB each.
The customer's signature from the engineer app also shows here. It cannot be removed.
A signed job sheet received from the customer (for example by email) can be uploaded here and then used as the signature when you record the visit on behalf of the engineer.
Works together with
- Add photos and files when logging a callAttach the customer's photos, error screenshots or documents to a new job so the engineer sees them before the visit.
- Complete a visit on behalf of the engineerWhen an engineer could not use the app (broken phone, no signal, forgot), the office records the whole visit in one step: real times, work done, checklist, readings and the outcome.
- Customer signature and the job sheetThe last finish step: the customer signs on your screen (or you record why there is no signature) and the job sheet PDF can be emailed to them straight away.