Best Suited for:
- Field technicians
- Back Office staff
- Users managing estimate documentation and visual records
Important Information:
- Photos and documents can be uploaded from both view and edit screens of estimates
- Supported image formats: jpg, jpeg, gif, png
- Supported document formats: pdf, doc, docx, xls, xlsx, csv, txt, rtf, odt, html, ppt, jpg, jpeg, gif, png, mov, mp4
- Mac-specific formats like .numbers and .pages are not supported for preview but can still be uploaded and downloaded
- Technicians must have the "Update Estimates" permission to add comments to photos
Strategic Workflow:
- Upload and manage photos in the Pics tab
- Upload and manage documents in the Docs tab
- Add comments to photos (with proper permissions)
- Preview documents without downloading
- Download files as needed
Process Description:
- Access the Pics or Docs tab from an estimate
- Upload one or more files from the view or edit screen
- Add comments to photos (if permissions are enabled)
- View photos in gallery format
- Download photos using the Download button in the preview
- Add documents from the customer’s stored list or upload new ones
- Rename or delete documents as needed
- Preview supported documents directly in the system
Step-by-Step Instruction:
Pics Tab:
Open an estimate
Navigate to the Pics tab
Upload one or more photos from the view or edit screen
Click on a photo to view it in gallery format
Add comments by clicking the comment icon (requires Update Estimates permission)
Click the Download button in the upper right corner of the preview to save the photo
Docs Tab:
Open an estimate
Navigate to the Docs tab
Upload one or more documents from the view or edit screen
Add documents from the customer’s stored document list
Rename or delete documents
Click on a document to preview it without downloading
