File Attachments

Attachments are files that you can include with every job, making them available to your clients. They are not tied to a specific service, so they appear for all jobs. Your clients have the option to view these attachments as needed.

While Attachments will be added to every job, you can add Job Attachments on a job by job basis.

You can use attachments to share important documents such as:

• Standards of Practice
• Home maintenance manuals
• Brochures or coupons
• Walkthrough checklists for clients

Attachments help provide additional resources and information without needing to send separate emails or messages, and are a great way to provide additional value and resources to your clients without extra effort.

Add an Attachment to Your Account

Follow these steps to add an Attachment to your account.

1. Sign into your web account.
2. Tap your Profile Image in the top right corner.
3. Tap Settings.
4. Scroll down and tap Attachments.
5. Tap Add Attachment.
6. Choose the file you want to upload
7. Provide a Title and an optional Description.
8. Tap Save Changes.

Once added, attachments are available for every job and can be viewed by clients when they access their client portal. Based on their needs, clients can choose to download or ignore them.

Remove an Attachment from Your Account

Follow these steps to remove an Attachment from your account.

1. Sign into your web account.
2. Tap your Profile Image in the top right corner.
3. Tap Settings.
4. Scroll down and tap Attachments.
5. Tap the attachment you want to remove.
6. Open the attachment action menu by tapping the three dots [ ... ] in the top right corner.
7. Tap Trash this attachment.
8. Tap Ok to confirm the action.

The attachment will be removed from your account and will no longer appear in the client portal for any of your jobs.