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Associating Existing Customer Files
Associating Existing Customer Files

Learn how to associate exisiting customer files to quotes and jobs.

Brad Pengelly avatar
Written by Brad Pengelly
Updated over a week ago

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’.

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