Customer files can be associated with multiple quotes & jobs without the needing to upload duplicates.
To do so, open a quote or job, navigate to the files tab, then click ‘Add Existing Customer Files’.
Learn how to associate exisiting customer files to quotes and jobs.
Customer files can be associated with multiple quotes & jobs without the needing to upload duplicates.
To do so, open a quote or job, navigate to the files tab, then click ‘Add Existing Customer Files’.