Photos & attachments

· Updated

JobSheet keeps photos and files on the job sheet or customer they belong to, so before/after shots, certificates, and delivery notes are not lost in camera rolls or message threads.

Where you attach files

Open job sheet detail or a customer profile and use the Files section. Upload from a laptop in the office or from a phone browser while you are still on site. Everyone in the workspace who can open that record can download attachments later.

That is different from notes: attachments are the actual image or PDF, with a filename and download link.

Photos from site (automatic resize)

Large photos from a phone camera are resized automatically before upload. You are not waiting on a full-resolution file over weak mobile signal.

Typical uses:

  • Before and after photos for landlords or agents
  • Meter cupboard, consumer unit, or plant room shots for heating and electrical work
  • Serial plates, damage, or delivery notes for warranty jobs
  • Snag lists and handback evidence for decorators and builders

Supported image types include PNG, JPEG, and WebP, plus other files within the workspace upload limit.

Paperwork on works orders

On landlord and maintenance jobs you can label uploads when the job needs a formal pack back to the customer, for example:

  • Test certificate (PDF or photo of the certificate)
  • Invoice copy for the job
  • Follow-up estimate when additional work is quoted separately

The office can see which document types are on the job sheet when preparing email back to the client. See the add photos how-to for the upload steps.

Who can upload and delete

Any signed-in workspace member can upload files to job sheets and customers they can open. Delete is limited to the workspace owner role on each attachment row, so engineers can add site evidence without removing records by mistake.

Common questions

Do attachments work offline?
You need a connection to upload or open files. JobSheet does not sync attachments offline today.

Is there a separate “gallery” app?
No. Files live on the job sheet or customer record, and on the reports summary for activity counts.

Can I attach the same file to two jobs?
Upload once per job sheet (or customer). Copy the file locally if you need it on another record.

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