Attachments

Attachments

Relevant documents received from customers can be attached to service jobs.

Examples of attachments to service jobs are pictures of equipment condition, a serial number/model number from equipment, a paid invoice, an inspection report, maintenance records or a reimbursement form.

Viewing Attachments

  1. Open the Service Job.
  2. Click the Attachments tab.

  3. Click the Paperclip Icon next to the attachment.

  4. The attachment will download, once downloaded open the attachment.

Attaching A File

  1. Open the Service Job.
  2. Click the Attachments tab.
  3. In the Attachments page, click Create New.
  4. Click Choose File to open and locate the file being attached.
    1. The file will need to be saved in your files.
      1. Acceptable file formats include PDFs, Word documents, Excel spreadsheets, picture files (JPEG, PNG, etc.).
  5. Enter a comment in the Comment box.
    1. Comments can include the date the file was received, how it was received (email/fax/mail), etc.
      1. Examples: documentation of the date received and receipt method (mail, fax, email, etc.)
  6. Click Save.
    1. A hyperlink to the attachment will appear in the Attachment Form section.
    2. Comments will appear in the Comments section at the bottom of the page.
    3. The Attachments tab will reflect the number of attachments added to the service job.

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