Whether it's documents for a specific service or images related to a job, this feature will simplify how you handle important information and helps you stay organized.
To attach a file or photo to an appointment, follow these steps:
New appointments
After saving an appointment, click on the link at the top of the page to attach files and photos to the appointment you just created.
This will open the Appointment Detail window where you can click the Files/Photos section to expand it.
Existing appointments
Go to the Calendar tab and open the appointment detail popup.
In Agenda view, click the three dots on the appointment. In any other calendar view, just click on the appointment itself.
In the Appointment Detail popup, you can upload new files, as well as view, search, and filter through any files you’ve already uploaded to the appointment.
This feature is perfect for adding before-and-after photos of a job, relevant documentation, or anything else you may need to keep handy for future reference.