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- Select Service Calls . Select a service call, select More.
- Choose the Attachments tab.
- Choose Add .
- Enter a description for the attachment.
- Choose the Attachment choose the Hamburger menu choose the menu icon. tab, and then
- Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
- Choose 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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- Select Service Calls . Select a service call, select More OR go to Customers, select the customer, select Location, and then select the location.
- Choose Equipment and then select the equipment.
- Choose the Attachments tab.
- Choose Add .
- Enter a description for the attachment.
- Choose the Attachment choose the Hamburger menu choose the menu icon. tab, and then
- Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
- Choose Save . After you attach a file, the file description and type are shown on the Attachments tab for the equipment.
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- Choose Service Calls . Select a service call, choose More, and then choose the Tasks tab.
- Select a task, choose More, and then choose the Attachments tab.
- Select an existing attachment to view or change. Go to step 4 to create a new attachment.
- Choose More to see information about the file. The task ID and date are displayed and can't be changed. You can change the description of the attachment, if needed, and then save the changes.
- Choose Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
- Choose Add .
- Enter a description for the attachment.
- Choose the File choose the Hamburger choose the menu icon. tab, and then
- Select Choose Picture or Select File. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
- Choose Save . After you attach a file, the file description and type are shown on the Attachments tab for the task. The attachments also are displayed on the Inspection report.
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After you have attached an image or file in the Attachment window, and you have synchronized your device, you have additional options that can be found by choosing the Hamburger choosing the menu icon.
The following options are available, depending on your device's operating system:
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