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Add Attachments to your Estimate

Jana avatar
Written by Jana
Updated over 3 months ago

You can add attachments to your estimates anytime it is in draft status. However, you cannot make changes once it has been sent.

  1. Log into your account

  2. From the menu, choose Estimates

  3. Locate and open the estimate you want to add an attachment to

  4. A new tab will open with the Estimate Builder

  5. From the estimate menu, on the left-hand side, locate where it says ATTACHMENTS

  6. Click the edit/pencil icon to add an attachment

  7. A pop-up will appear

  8. Choose Photo, Video, or Document from the tab options

    1. Photos must be .jpg

    2. Documents must be PDF

    3. Videos cannot be uploaded directly, so you must enter the videos URL from Youtube

  9. Upload the .jpg, PDF or add the YouTube Video URL

  10. Click the black Add button

  11. The photo, video or document will load and you will see the preview

  12. Click the X on the pop-up screen

  13. The attachments will now show under Attachments in the estimate

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