Allow Customers to Upload PDFs to a Booking in the Customer Portal

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Allow Customers to Upload PDFs & Documents to a Booking (Customer Portal Attachments)

Enable a customer-facing Attachments section on the booking view page so customers can upload PDF documents (and other supporting files) after a booking is created. This is ideal for collecting paperwork like plans, permits, forms, and specifications without back-and-forth emails.

Customer Portal Booking Attachments overview

Contents

Overview (what this is for)

Some jobs require documents before work can proceed (or to complete compliance). With portal attachments enabled, customers can upload documents directly to their booking, keeping everything organised in one place.

This page covers: Uploading PDFs/files via the booking page Attachments section (after booking creation).
If you need photos during checkout (before booking submission): use the separate “Upload photos during booking” feature instead (linked below).

Common use cases

  • Plans & drawings: floor plans, sketches, site maps, layouts
  • Compliance: insurance certificates, safety documents, approvals
  • Permits: permits, authorisations, access approvals
  • Signed paperwork: forms, checklists, waivers, change requests
  • Specs: product specs, instructions, manufacturer sheets

Enable portal attachments on the booking page (Admin)

  1. Go to: Settings → Customer Portal → Flags & Permissions
  2. Find the flag: Allow customers to upload pdf through the booking page
  3. Toggle it ON, then click Save

Customer Portal flag: Allow customers to upload pdf through the booking page

What this enables: an Attachments section on the booking view page in the Customer Portal, where customers can upload files to that booking.

Where customers upload PDFs (Customer steps)

After the booking is scheduled, customers can log in to the Customer Portal and upload documents to the booking:

  1. Open your Customer Portal.
  2. Log in using booking number + email, or email + password (if the customer account is activated).
  3. Open the booking to view the booking page.
  4. Scroll down to the Attachments section.
  5. Click Upload files, choose the PDF(s)/documents, then upload/save.

Customer Portal booking page: Attachments section with Upload files button

Note: If this flag is disabled, the Upload files button will no longer appear on the booking page.

Where uploaded files appear (Admin + Fieldworkers)

Admin Portal

Uploaded PDFs/files are saved against the booking record, so your office team can access them when viewing the booking. This keeps critical paperwork tied to the job timeline and reduces “lost attachment” issues.

Fieldworkers

Depending on your configuration and fieldworker permissions, assigned fieldworkers may also be able to view booking attachments so they can arrive prepared with the correct plans/specs/permits.

File types & size limits

  • This feature is commonly used for PDF documents, and may also support other attachment types depending on your configuration.
  • Uploads are typically limited to 25 MB per file.

Best practices

  • Tell customers exactly what to upload: e.g., “Please upload your floor plan PDF before the appointment.”
  • Encourage clear file names: e.g., design_brief.pdf, insurance_certificate.pdf, permit_approval.pdf.
  • Use portal photos for visual scoping: If you need images to confirm job scope before the booking is submitted, enable portal photo uploads during checkout (or make them mandatory).

Troubleshooting

  • Customers can’t see the Upload files button: Confirm the flag is enabled under Settings → Customer Portal → Flags & Permissions, and confirm the customer is viewing the booking page (not just the booking list).
  • Upload fails: Check file size (try a smaller PDF), then retry from a different browser/device or a stronger connection.
  • Need to collect photos during checkout: Use the portal photo upload feature (or the mandatory rule), not booking attachments.

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