Managing jobs
Job Documents
Attach spreadsheets, PDFs, and budgets to jobs with in-browser preview and category tagging.
Job Documents let you attach files directly to a job record so everything your crew needs is in one place. Upload budgets, material lists, punch lists, and reference documents without switching to a separate file sharing tool.
Availability
Uploading documents requires Starter or higher. In-browser spreadsheet preview requires Pro or higher. All plans can view and download attached documents.
How It Works
Open a job's detail page and scroll to the Documents section. Tap Upload to attach a file. Supported formats:
- xlsx / xls -- Excel spreadsheets
- csv -- Comma-separated data files
- pdf -- Portable document files
Maximum file size is 20 MB per upload.
Each document can be tagged with a category:
- General -- Catch-all for miscellaneous files
- Budget -- Cost breakdowns and financial documents
- Materials -- Material lists, spec sheets, supplier quotes
- Punch List -- Outstanding items and completion checklists
Key Features
- Upload xlsx, xls, csv, and pdf files up to 20 MB each
- Category tagging (general, budget, materials, punch list) for organized file management
- In-browser spreadsheet preview for xlsx and csv files (Pro+)
- Download any attached document from the job detail page
- All documents scoped to the job record for easy access by your team
- Tier-gated: Free users see an upgrade prompt for uploads