You can attach invoices, receipts, images, warranties, and other supporting documents directly to a work order. This keeps all related files stored in one place for easy reference.
If you prefer a visual walkthrough, watch the video below. Written instructions are also provided.
Step by step guide:
Step 1
Navigate to Maintenance > Work Orders and open the work order you want to update.
Tip: Before attaching any files, verify you've opened the correct work order.
Step 2
Select the Documents tab.
Click + Add Document.
Step 3
Click Open and select the file you want to attach from your computer.
Supported documents may include:
Invoices
Receipts
Warranties
Images
PDFs
Other supporting documentation
Step 4
After selecting your file, click OK to attach it to the work order.
Repeat these steps to add additional documents if needed.
Best Practices
Verify you're attaching documents to the correct work order before saving.
Use descriptive file names to make documents easier to identify later.
Whenever possible, attach all related documentation at the same time to keep the work order organized.