Work order documents¶
Attach files to work orders or individual sub-jobs to maintain a complete digital paper trail.
Enterprise Plan Feature
Document management is available on the Enterprise plan.
Supported document types¶
| Type | Typical Use |
|---|---|
| Specification | Equipment specs, architectural drawings |
| Permit | Building permits, electrical permits |
| Photo | Before/after photos, progress shots |
| Inspection | Inspection reports, compliance documents |
| Invoice | Vendor invoices, material receipts |
| Other | Any supporting documentation |
Uploading documents¶
- Open a work order from the Work Orders dashboard.
- In the work order detail panel, click the Documents tab.
- Click Upload Document.
- Select the file, choose a document type, and add an optional description.
- Click Upload.
Sub-job attachments
You can attach documents to specific sub-jobs for better organization. When viewing a sub-job, use its Documents section to upload files that relate specifically to that sub-job.
Security¶
- All uploaded files are scanned for viruses automatically
- Files are stored with encrypted filenames
- Access is restricted to company members with appropriate permissions
- File size limits apply based on your plan