Overview
Relevant documents received from customers can be attached to service jobs.
Examples of attachments to service jobs are pictures of equipment condition, a serial number/model number from equipment, a paid invoice, an inspection report, maintenance records or a reimbursement form.
Attachments Procedure
- Locate and verify the customer record using the Customer Search and Verification procedure.
- Select the Attachments tab from the Edit/View Service Job page.
- On the Attachments tab, click the Create New button.
- Click the Choose File button to open and locate a file saved on your computer.
- Acceptable file formats include PDFs, Word documents, Excel spreadsheets, picture files (JPEG, PNG, etc.).
- Enter a comment in the Comment box.
- Comments can include the date the file was received, how it was received (email/fax/mail), etc.
- Examples: documentation of the date received and receipt method (mail, fax, email, etc.)
- Click the Save button.
- A hyperlink to the attachment will appear in the Attachment Form section.
- Comments will appear in the Comments section at the bottom of the page.
- The Attachments tab will reflect the number of attachments added to the service job.