Let's say you like to have the before and after of some of the jobs you have done to keep a visual record, or you want to add an important PDF to a customer record. Here you have the steps to do it.

Add files to a job record

Go to the job record and then to Attachments. You can either drag and drop the files or click on Attach file.

You will be able to see all the files you've attached in the customer record. Go to Customers > Select desired customer > Notes & Files > Files by job

Add files to a customer record

Go to Customers > Select desired customer > Notes & Files > Files + or drag and drop them. Keep in mind that these files won't be saved in the section "Files by job", they will be in "Files".


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