For the complete documentation index, see llms.txt. This page is also available as Markdown.

Uploading photos and documents

Add photos, files, notes, and documents to a work order on iOS.

Uploading photos and documents

Use Photos and Documents to record what happened on site.

Attachments become part of the completed work order.

What you can add

  • photos

  • local files

  • document attachments

Add photos or documents

1

Open the right section

Open Photos for images.

Open Documents for files.

2

Add the attachment

Choose the photo, file, or document you need.

Local document upload can support multiple selection.

3

Confirm it is attached

Check that the item appears on the work order.

4

Send the work order

Send the work order when you are ready to return the data.

Document sources

You can add local files directly from the device.

ProHeat documents can also be available when that integration is enabled.

Keep in mind

Local files can be added on the device.

ProHeat imports need a working connection.

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