The special attachment feature is included within the Notes button and allows you to attach almost any file, photo, word processing document, scanned image or similar item to a particular job, employee, vendor, customer or work order.
Several email addresses and a web site, along with the ability to cut and paste text in the note field is also included.
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Click Attach, then Add and use your Windows browse button to locate your file. Type in a description, click OK and that's all you need to do. When you want to see the attachment, highlight the description, click View and Windows will display the file in whatever format that is automatically assigned to that type of file. |
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Each quote, spreadsheet and Word doc can be directly linked to a job and/or customer. Access digital photos for employees and equipment identification. Service Manager's web based map feature can save directions auto-generated from customer's addresses and used for subsequent service calls. Your vendor web sites can be linked for product information |


