Add an Attachment to an Estimate

Add an attachment to an estimate

Users may want to add an attachment to an estimate. These attachments can be viewed by employees and fieldworkers but not by customers . To do this:
  1. Go to the Estimate
  2. Click Estimate at the top right of the page
  3. Select File Attachments

  1. Go to Estimates
  2. Select the type of estimate you wish to view or select All Estimates
  3. On the estimate overview click Actions
  4. Select Files Attachment

5. Click Upload File
6. Choose a file
7. Add a description
8. Press Save

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