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How to add and manage files in an estimate

Learn how to add, view, and manage files in an estimate, as well as change their status and visibility to the client

Christina avatar
Written by Christina
Updated today

The “Files” tab of each estimate stores all photos, documents, and other files related to the work on this estimate — both those added through this tab and those attached to the event feed. These images and files can not only be viewed within the system, but also made available to the client on the public page of the estimate.

The functionality of the “Files” tab in estimates is identical to the tab of the same name in orders — the principle of operation, interface, and capabilities are the same.

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