Documents ← File tab on job/estimate
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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:
Open Documents.
Pick a category tab.
Click to add file or drag and drop (images, video, PDF; 50 MB; 30 files).
Select files, then Share, Change type, Move, or Copy (Destination, Category).
On a job, Bring from Opportunity → Move to this job to pull opportunity files onto this job.
Observation packet builds a PDF into Customer Files.
Open a file for Download, Markup, Delete.
Filters: Uploaded, Uploaded by, Clear. Empty estimate: No estimates in this bundle.
Related articles
Other guides in Documents & Contracts
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