This Help Article covers:
Files can be any type of File from a Word Document to a Photo.
Files uploaded to Company Settings > Files Top Tab display in the App’s Files Tab of "ALL Jobs"
Files uploaded to Customer > Files Top Tab display in the App’s Files Tab of all Jobs for "that Customer"
Files uploaded to the Job > Files Top Tab display in the App’s Files Tab of "that Job"
To Upload a File to Company Settings, Contact or Job and Make Available
Quick Flow:
Company Settings Side Menu/ Customer Page/ a Job's Files Top Tab
[+ADD]
[CHOOSE FILE]
Name*
Description (Optional)
Tick Site File
1. From Company Settings, Customer or a Job's Files Top Tab, Either Drag and Drop the File into Files to launch New File Popup OR Press [+ADD] to launch the New File Popup and Press [CHOOSE FILE] to navigate to the file, double-clicking/pressing the file to upload, then;
Give the file a Name*
Give the file a Description (Optional)
Tick Site File to make available at Katipolt Mobile App (Optional)
⚠️ Note: If "Site File" is not ticked, files are viewable by Desktop Users only.
To Upload a Quote and/or Plans to Files and Make Available
From the Quote Preview Popup, generate the Quote and/or Plan to how you want it to display
💡 TIP: If you select Preview Setting “Site File Only” it will remove all financial information from the Quote PDF, so Site Staff can also view the Inclusions/Exclusions of the Quote or a list of Kitset Quantities for checking off against work done, but no financial information.
1. From the Quote Preview Popup, Press the Download Icon to display the options and select Save PDF to files
2. From the New File Popup, Tick "Site File" to make the File available for Site Staff to view on the Job from the Katipolt Mobile App
To make an existing File Available
1. Press on the File to display the File side preview panel, then Press [EDIT] to display the File Edit Popup
2. From the File Edit Popup, Press on "Site File", then Press [SAVE]
