Public order and estimate pages let your clients view real-time updates on status, added items, and current totals—and even pay online if you’ve enabled it.
We’ve now added the ability to display files and images attached to orders and estimates on these public pages.
In the order or estimate dialog you’ll find a new Files tab showing all attached files and images. You can attach files or take photos here or via the event feed.
By default, attachments are marked Private. To make an attachment public, change its status directly in the table or use a bulk action. Likewise, you can revert public files back to private the same way.
Any file marked Public will automatically appear on the corresponding public Order or Estimate page.
If you haven't tried the public order and estimate pages, use the step-by-step instruction to set them up. If you have any questions, feedback, or comments about this update, please reach out to our Support team via chat.