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Add notes, media, and attachments to a job

Keep notes, media, and files with the job they belong to.

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Written by Yuli from Onsite

Add notes, media, and attachments to a job so everything about the work stays in one place.

Add an item to a job

Open the job, then follow the steps for your device.

On web

  1. At the top of the job, select Add.

  2. Choose Notes, Media, or Attachments.

  3. Enter your note or choose your file, then follow the steps on screen.

You can also add an item with the add control in each section. To view existing media, select Open media.

In the mobile app

  1. Select the green + button in the lower-left corner, then choose Note, Media, or Attachment. For a note, you can also open the Notes tab and select Add a note.

  2. For a note, enter text in the Type or speak field, or select the microphone to speak.

  3. To add a photo or file to the note, select + in the note, then Photos or Files.

  4. Select the send arrow, then follow the steps on screen.

To view existing media, select the Media tab. It shows thumbnails of the job's media.

Check your item

In the matching section of the job, check that your item appears.

The job's Activity section records events as work is done.

Related articles

  • Work from a job record

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