Files and notes

Each customer keeps photos, papers and notes in one place.

Add a file

1. Open the customer.
2. Under Files, tap Take a photo or Choose files.
3. Pick what it is and what it Goes with (the customer, a site, a job, or a quote or bill).
4. Tap Add.

A photo taken this way is added at once. Open it to change its name or what it goes with.

Office only

Tick Office only to keep a file from the crew. Receipts, and papers that go with a quote or bill, start as office only.

Notes

Under Activity, pick what happened (Called, Texted, Emailed or Visited), type what was said, and tap Save. A note can carry files: tap Attach files. A job's page has its own note box.

Delete a file

Open the file, open Delete this file, then tap Delete and the file's name. Tap Undo within 10 seconds to bring it back.