Navigate to https://software.zevbit.com/v2/estimating
Click on the customer name to see all projects and estimates.
Click "Files"
Once you click files, you will see in this tab all folders that have been automatically created for this project. You should have 3 folders created by default from the system (labeled as Receipts, Estimates/Sale, Design). You can also see some buttons to add a New Folder, Upload Document, and Upload Photos/Videos.
Once you click New Folder you will have a Pop-up asking you to put a Folder Name.. After you do that you can click confirm.
To upload a Document to any file first you can click on the upload document button. This will pop up the documents folder on your PC/Phone to upload the selected file.
Click on the document you uploaded to have it selected. Once you do that you can click on the move button that pops up.
Click on the folder you wish to add the document to. In this example we will be selecting Patio Remodel Mulch Installation.
Click "Move" and the file will be uploaded to the desired folder.
To upload a Photo or Video to any file first you can click on the upload document button. This will pop up the documents folder on your PC/Phone to upload the selected Photo or Video.
Once the Photo/Video is uploaded you can click on the three dots next to the file and it will give you several options such as Rename, Duplicate, Move, Download and Delete. For this example we will be using Move to send the image to our desired folder.
Click "Select a folder"
Click "Patio Remodel Mulch Installation"
Click "Move" and the file will be moved to your desired folder.