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.

    • Related Articles

    • Inspection Reports

      Buyers hire a licensed home inspector to determine the condition of a property they are under contract to purchase so that the condition of the structure, systems, and appliances can be assessed. When the inspection has been completed, a detailed ...

    • Customer Damage Claims

      During the course of the warranty service request process, customers may report damage they believe was caused by the Service Professional during a service event. Below is the procedure for handling these situations. Process When a customer reports ...

    • Rough Finish

      Rough Finish refers to the repair and finish of any walls or ceilings where it is necessary to break through to effect repair and is only covered to the following extent: repair of walls or ceilings to rough finish up to <amount differs per contract> ...

    • Unauthorized Work

      Per the terms of the service agreement, all repairs must be initiated by an authorized contractor and approved by Cinch in advance. If a customer calls to open a Service Request after they have already hired their own Service Company to complete ...

    • Locksmith Reimbursement

      Locksmith Reimbursement is offered to customers with an active Cinch or HMS product only. The customer is entitled to pre-defined reimbursement when they lock themselves out of their home and locksmith service is necessary to gain access. The ...