Step 4: Attach Related Files to a Job

One of the big payoffs to using JobTracker to manage your business workflow is always having customer information readily available – not off in a crew member’s van or buried in a stack of folders.

  • For this reason, you may want to scan the paper files you already have for the Job you just entered, especially signed agreements.
  • You can also attach Word, Excel, PDF, CAD or other electronic files that are related to a job.
  1. Click the Attach File button.

  2. Click Browse and locate the file you wish to attach. Click OK.
  3. Chose a File Type from the drop down list. These File Type labels will help you keep your attached files organized.
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