With file attachments in Joist Pro, you can stay organized by keeping all the documents your client needs to see in one place. Right from floor plans to receipts to sales brochures and more, you can have these packaged neatly with the estimate or invoice you send them.
You can include up to 10 file attachments per document. Each attachment can be up to 25MB in size. Please note that video files cannot be attached at this time.
Here's how you can use the File Attachments feature in Joist. Use the links to jump to instructions for:
iOS
When editing a document, scroll down to the Attachments section.
Step 1: Tap Attachments
Step 2: Tap Attach File* or Attach Image**
Step 3: Choose your file
Step 4: Tap Done
**Attach Image allows you to choose from any photo store in your iOS Photos app.
Android
When editing a document, scroll down to the Attachments section.
Step 1: Tap Add on the Attachments option
Step 2: Tap the file you would like to attach
Step 3: Tap Done
Web
When editing a document, scroll down to the Attachments section.
Step 1: Click Upload
Step 2: Click the file you would like to attach
Step 3: Click Save
Step 4: Your files will be attached to your estimate or invoice.
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Note that you can still include photos on the estimate or invoice document itself -- for more on that, see How do I add a photo to my estimate or invoice? |