Did you know you can include links to photos, design files, etc. in your job proposals?
You will need a link in order to attach photos to a Proposal. So, first of all, you will need to put your photos and attachments in a shareable folder, such as Google Drive or Dropbox. This will provide you with a link to the folder that you can then share with your customer.
This tutorial will show you how to do it.
⚠️ Heads up — this method is for the customer, not the crew. Photos and links added to a proposal are visible to your customer via the proposal — they do not show up in the mobile app for your crew. If you want your crew to see photos/files in the field, upload them directly to the job's attachment folder instead. See How Attachments are Handled in SynkedUP. Your crew will see them in the Digital Job Folder when they tap into the job — see How to View Job Details on the Mobile App.
How to attach pictures and files to a customer proposal
1. Click "Create New Proposal"
2. Enter and highlight the word(s) you want to turn into a link
3. Click this icon.
4. Paste in a link for the website, shared folder, etc
5. Click save.
6. Click "Next".
7. Click "Add a new info link"
8. Enter a name and a destination link
9. Click "Next"
10. Click "Save".
That's how you can share photos and other files with your customers.
💡 Want your crew to see these files in the field instead? Don't use the proposal info-link method — those are customer-only. Upload the files directly to the job's attachment folder: How Attachments are Handled in SynkedUP. The crew will see them in the Digital Job Folder when they tap into the job: How to View Job Details on the Mobile App.
Let us know if you still have questions!