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If you’re sending an estimate or invoice to a customer and want to attach photos or files, you can do so with just a few clicks.
First, create the estimate or invoice and then select Preview. Click on Preview On the estimate or invoice preview, click Email to Customer. Click on Email To Customer This will pop up a new window to generate the email. In this window, click Visible Files to pull up a list of all of the files associated with the job referenced on the estimate or invoice. Select all of the files you want attached to the email. Click on Visible Files… The benefit of using visible files is that there’s no cap on how many you can add — recipients can view them all on the dynamic record, or via the QR code and URL link displayed at the bottom of the PDF. If you want to include files not stored in the Files section of the job, you can click Upload Additional Files to attach them directly from your computer. Click on Upload Additional Files Once you have attached all the files you want to include, click Send to email the invoice and all of the attached pictures and files.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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Estimates & InvoicesCustomer CommunicationsSending Estimates & Invoices to CustomersViewing Photos and Files on Custom Form PDFsLocking Edits on Estimates & Invoices