Attachments are now available on quotes and jobs πŸ“ŽπŸ“Έ

Posted by getSoapy on 28th January 2025 in What's New . Last updated: 28th January 2025

Attachments are now available on quotes and jobs for all Pro plan users.

Attachments on quotes

Customers can now include files when requesting quotes.

For example, domestic customers might attach pictures of their property, while commercial customers could attach requirement documents.

If you prefer not to allow attachments, you can hide this new field in More > Quote options.

Attachments on jobs

You can now attach files when adding or editing a job.

For example, you could attach photos of the work area to help your team know what to expect.

Attachments are shown in the work view for easy reference, but are not currently shown in the customer portal.

Try getSoapy Pro

The best way to experience how getSoapy can help your business is to try it for yourself.

Start your free trial

  • 1 Month of Soapy Pro
  • 25 Free Lead Credits
  • 100 Free SMS Credits
  • No payment details required
  • Cancel any time