About Job Attachments

Job Attachments are files that you can include with any job, making them available to your clients. Your clients can view these attachments as needed.

Attachments help organize and provide additional resources and information in your Client Portal without needing to send separate emails or messages manually.

You can use attachments to share important documents such as:

• Third-party PDF reports like Radon Test Results, Lab Results, or WDI.
• Videos like sewer scopes, drone footage, or to provide more context for major issues.
• And more

Most common file types, such as PDFs, videos, spreadsheets, and documents, can be attached; however, there is a 25 MB file size limit.

Add a New Job Attachment

Follow these steps to add an Attachment to a job.

1. Sign into your web account.
2. Go to the Schedule tab of the Job.
3. Tap Add Attachment.
4. Provide a Title and an optional Description.
5. Choose the file you want to upload
6. Tap Save Changes.

Once added, your job attachments are visible on the Review tab of the job and viewed by clients when the job has been shared and they access their client portal. Based on their needs, clients can choose to download them or not.

Modify or Trash a Job Attachment

Once a file has been attached to a job, it can be modified or removed from the job.

Follow these steps to modify or trash a job attachment.

1. Sign into your web account.
2. Go to the Schedule tab of a job.
3. Open the action menu of the attachment [ ... ].
4. Select either Modify or Trash.

To modify an attachment.

1. Modify the Title or the optional Description.
2. Choose a new file you want to upload.
3. Tap Save Changes.

Notify People When an Attachment Has Been Added

Your clients and agents will only see the job's attachments after you have shared the results. So you don't need to let them know if you added your attachments before you Shared the results.

If you added an attachment AFTER you Shared your results, you are given the option to notify them by sending your New Attachment Added message that is defined in your Messaging settings.