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 ...

    • Emergency Lodging Reimbursement (ELR)

      Check the customer's contract to verify if ELR is included before discussing these benefits. Confirm we have a COVERED service report before offering ELR. IF a customer mentions they can't afford Emergency Lodging THEN respond: "<Customer Name>, ...

    • Roof Leak Repair Reimbursement

      Purpose: Roof Leak Repair Reimbursement is offered to customers with DTC Cinch products. The customer is entitled to reimbursement for the cost of repairing roof leaks and flashing caused by normal wear and tear and deterioration. Guidelines ...

    • Customer Damage Claims

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

    • Cinch Real Estate: Handyman and Wholesale Club Benefit Reimbursement

      Purpose To provide instructions for sending and receiving reimbursement benefits. You can also refer to the attachment at the bottom of this article. Handyman Benefit Please click here if a new Progressive (Insurance) customer calls about the ...