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Attaching Documents

Documents can be uploaded, stored and attached to jobs, orders, customers and items. The most common use for document uploading is to include things that you want the customer to sign off on as part of the job.

TWO WAYS TO ATTACH DOCUMENTS GLOBALLY:

  1. Preferences > Job > Documents

    1. PDF/Word Doc

    2. Service Agreement; Disclaimers, Release of Liability; Acknowledgement Form; Tint Waivers, Removal of PPF, etc.

    3. Will be available to select within Approvals and Payments (for Proposals you would upload these documents in Preferences > Proposals)

    4. If included with an Approval, once the customer clicks "Approve" they will be presented with a signature line and by signing, it signifies that the customer agrees to the terms in the attached documents

2. Preferences > URLs

  1. Website Link/Google Doc Link

  2. Terms & Conditions will show up in virtual shop checkout (checking the box that you agree to T&C's is required before you can checkout)

  3. Terms & Conditions will also show up at the bottom of all customer facing pages

**You can also attach documents to a specific job

  • go to the job and click ADD > Documents

  • use this when you have a very specific document for a very specific job that you only want to be available to attach to this job

  • then when you create an Approval on that particular job, that document will be available

  • use this also for jobs created before you attached any documents globally (does not retroactively apply once you apply them globally)

**VIRTUAL SHOP AND DOCUMENTS:

With the Virtual Shop, the system won't automatically send the document upon booking but if this document is uploaded in Preferences > Job > Documents, you can attach it to an Approval and send that to the customer via SMS or email right after the booking is submitted.

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