How to add an attachment to my estimate?

When you want to share excel sheet(s), PDFs, or any other sort of file, which should have a maximum size of 5MB, you can use them as an attachment and send them along with estimates.

So, here is how you can add attachments with your estimates in both web and mobile apps.

Web App

• Go to the estimate edit screen and scroll down to find the “ATTACHMENT” section.
• Tap on the Upload button in the attachment section
• Browse and select the attachment(s) you want to attach. (5 MB limit per attachment)
• Select the attachment
• Once uploaded, tap on the Save button.

iOS/Android

• Tap on Estimate
• Add details as required and scroll down to the attachment section
• Click on the attachments tab and select the file you want to send (5 MB max limit)
• Under the attachments tab, you will find two options; Attach File & Attach Photos
• Choose the option that you want to upload
• Select the file and go back to the previous screen

You will see several files selected beside the attachment; just like the following image.