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Select the specific service call, additional work, appointment, equipment, time entry, location, or task.
Service Calls: Select Service Calls and select the service call. Select More and then select the Attachments tab.
Additional Work: To add an attachment before syncing the additional work, you need to save the transaction, select the work item, and then select Attachments.
Appointments: Select Appointments and select an appointment. Select More and then select the Attachments tab OR when completing the appointment, on the Resolution tab, select Add Attachment and then select the Type. (If you select Equipment, you will also need to select the equipment that is associated with the service call.)
Equipment: Select Service Calls. Select the service call, select More OR go to Customers, select the customer, select Location, and then select the location. Select Equipment and then select the equipment. Select More and then select the Attachments tab.
Location: Select Customer and select a customer. Select Location and select the location. Select More and then select the Attachments tab.
Tasks: Select Service Calls. Select a service call, select More, and then select the Tasks tab. Select a task, select More, and then select the Attachments tab.
Time Entry: In the Time Entry form, select the Attachments tab.
Select Add.
Enter a Description for the attachment. (optional)
If you are entering multiple attachments, the description entered here will be used for all the attachments. You can edit each attachment’s description by selecting the specific attachment and then selecting More.Click Select Attachments.
Select the pictures or files, and then select Open. The attachments are displayed in the Attachment pane.
Select Save. After you attach a file, the file description and type are shown on the Attachments tab for the service call.
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