How to organise job files in folders
Steps
- Open a job sheet (Job tab) or customer profile and scroll to Files.
- Default is where new and uncategorised files live. Click Add files inside Default or a folder you created (you can pick more than one at a time).
- Click New folder for your own names (for example Snags). On a custom folder, open the ⋮ menu to Rename or Delete. Use Move on a tile to file into Site photo, Test certificate, and other built-in types; those folders appear once they contain a file (or when the office workflow opens one for upload).
Works orders
On landlord and maintenance jobs, files in Test certificate or Invoice copy count toward the office paperwork checklist. Upload certificate on the office workflow opens that folder for you.
Comment attachments
Files on a comment stay on that comment until you upload them in Files.