How to Add Files

Beginning with the Professional Plan, you have the ability to add Files to your account and can use them as attachments on Work Orders and Assets. You can add files to the Files section, or take them directly from your computer!

Add the files to a work order, location, or asset to reference in the future!

[tip] The limit for an individual file is 10MB, but there is no limit to the total amount of files that we can have within your Account. Our file types used are PDF, png, jpeg, and MP4.[/tip]


How to Add Files to the File Section

  1. Navigate to the Files section
  2. Select +File
  3. Click on the File Drop box to upload files or choose the desired files from your desktop​ and drop it into that box


How to Add a File to a Work Order/Location/Asset

  1. Select the Desired Work Order (Or Create a new one)/Location/Asset
  2. Select Add Files
  3. Select from the existing files from your files section. You can use the search bar to search for the exact file.
    • Or add a new one from your computer by selecting Upload File

To a work order:


How to Add a File to a Location

  1. Click onto the desired Location
  2. Click on + Add Uploaded File for an existing file
  3. Click on the File Drop Box or drag and drop to add a new file from your computer


How to Add a File to an Asset

  1. Click on the desired Asset
  2. Click on + Add Uploaded File for an existing file.
  3. Click on the File Drop Box or drag and drop to add a new file from your computer