Documents ← File tab on job/estimate

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit

What this page is for:
 Photos, video, and PDFs on the job (or every job on the estimate). Categories: Before Pics, Production Pics, After Pics, Payments & Warranty, Contract, Customer Files, Others. Uploads stay on that job unless you Move / Copy.

Where: Job → Other → Documents (#document)
 or Estimate → Documents (#documents) — one gallery per job

Steps:

  1. Open Documents.

  2. Pick a category tab.

  3. Click to add file or drag and drop (images, video, PDF; 50 MB; 30 files).

  4. Select files, then Share, Change type, Move, or Copy (Destination, Category).

  5. On a job, Bring from Opportunity → Move to this job to pull opportunity files onto this job.

  6. Observation packet builds a PDF into Customer Files.

  7. Open a file for Download, Markup, Delete.

Filters: Uploaded, Uploaded by, Clear. Empty estimate: No estimates in this bundle.

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