Add something from your phone

1. Open the correct customer and job.
2. Use the job attachment area to add an existing file.
3. Choose the type you are adding: image, video, document or receipt.
4. Select the file from your phone.
5. Check the attachment name, then press Save to job.

The file is then kept against that job record so you do not have to hunt for which customer it belongs to later.

Take a job photo

1. Open the correct job.
2. Choose the option to take a photo.
3. Take the job or receipt photo with your phone camera.
4. Check the attachment name.
5. Press Save to job.

Opening the camera does not add anything by itself. The photo is added only after you save it to the job.

Choose whether the customer can see it

1. Find the saved attachment on the job.
2. Use its customer-sharing control to make it visible to the customer or keep it private.
3. Check the setting before you leave the job.

Files sent by a customer through Messages are already available in that conversation; their message copy cannot be made private with the job attachment visibility control.

Use Ed for job files

Ed can help with opening the phone file picker, opening the camera, changing customer visibility, relinking a phone-linked attachment and removing an attachment. Ed resolves the current job where possible and asks which job or attachment you mean when it cannot safely identify one.

Supported examples include “Add a photo to this job.”, “Add a document to this job.”, “Share the boiler photo with the customer.”, “Make the receipt private.” and “Remove the boiler photo.”

Ed does not silently choose or capture a file for you. For a new attachment, Ed opens the appropriate phone picker or camera; you then choose or take the item, check its name and press Save to job. Removing an attachment requires a clear confirmation.

If a linked phone file has moved

Some attachments refer to a file on your phone rather than a GetOnItEd-owned app copy. If that file reference no longer works, use the attachment's relink option and choose the replacement file. Ed can also open the relink picker for an eligible attachment. Files saved by GetOnItEd itself, and files received through Messages, do not use this phone-file relink control.

What happens next

The attachment stays associated with the job and can be opened again from that job. Customer visibility applies to the job attachment where supported, helping you keep internal material private while sharing the things the customer needs.

If something goes wrong

• Wrong job: stop before saving and open the correct customer and job.
• File will not open: if it is a phone-linked file that has moved, use the relink option.
• Ed cannot identify the attachment: say its exact title, or use the manual controls.
• Ed finds several jobs: give the job number or open the correct job first.
• Customer should not see it: make the job attachment private. This does not retract a copy already sent in Messages.
• You no longer need it: use the remove control and read the confirmation carefully before deleting.