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How to Add/Update Notes, and Attachments Under Services?

Updated this week


Step 1: Navigate to the "Manage Projects" tab and click "Projects." Select your project.

Step 2: Select services in your project details page just below the project stages

Step 3: Select “Custom Services” and click “Next

Step 4: Scroll down on your services page to find the “Service Requests” section. Click on “view Detail” in the far right corner.

Step 5: Find “Attachments” just below the Order Details.

Step 6: Click on “Add File” to add your attachments.

Step 7: Add a label, upload your file, and click “Upload”.

Step 8: Go back to your order detail page and click on “Notes” just beside the attachments.

Step 9: Add your note for the service request and click ”Save”.

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