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