Adding an uploaded file and/or text note to a contact can be done easily from within each contact record

You can add as many text notes as you wish to a customer record and these will be displayed alongside any jobs associated with that customer. 

Select 'Contacts' from the left hand menu pane and select 'View' alongside the customer you wish to add a note to:

From the sub-menu, select 'Files & Notes':

Type the note you wish to add in the text box:

Click the 'Add note' button to save the note.

Selecting 'Internal' will determine whether the note can be viewed on the job sheet/report PDF or just by staff members. The internal notes can only be restricted for fieldworkers.

Once complete, select 'Done' to save the note to the system.

Files can be uploaded and attached to a contact. This can be used to upload job templates, specific instructions, terms and conditions or work permits.

Select 'Customers' from the left hand menu pane and select 'View' alongside the customer you wish to add a file to. From the sub-menu, select 'Files & Notes' and then select 'Add File':

A pop-up window will give you the option to select a file from your computer or network. Click 'Add Files' to browse your directory.

Once you have chosen a file, you can add a description/in-app name before you click 'Upload' to save it to your chosen customer record:

Once you have uploaded files to the system you will notice that a new option becomes available; 'Share Files'.

All files that are uploaded may be shared using the email feature. 

Sharing a single or multiple file(s) is a simple process of selecting the file record(s) you wish to share and clicking on 'Share':
​

A pop-up window will then allow you to enter the email address of your chosen recipients as well as a subject header and body message content:
​

Selecting 'Send' will deliver the email and the attached file to your chosen recipient.