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Attachment Improvements - Advanced Functionality

Expanded Attachment Functionality Now Available Across All Key Areas in ServiceBox

Summary

We have made significant improvements to the Attachments tab in ServiceBox. These enhancements build on existing functionality and introduce new capabilities that give users greater control and visibility over attachments across the system. One major addition is the ability to view related items directly within the Attachments tab, depending on user role and permissions.

 

What are Attachments?

In ServiceBox, an attachment refers to an image, document, or other file (including videos and links) that is associated with a specific entity—such as a Customer, Job Site, Quote, Work Order, Invoice, or Unit. Attachments may include PDFs, shared Dropbox folders, or even URLs. For certain areas (like Quotes, Work Orders, and Invoices), attachments can also be included in the customer-facing PDF.

 

Core Functionality (Applies to All Attachment Tabs)

  • Upload files and provide a description

  • Connect to Dropbox and link a file

  • Attach links with descriptions

  • Edit existing attachments

  • View all attachments for the selected entity

  • View attachments for related entities (if permissions allow)

 

Attachments by Area

Customer

Users can:

  • Add new attachments specific to the customer

  • View/edit attachments from:

    • Related job sites

    • Related quotes

    • Related work orders

    • Related invoices

    • Related units

Job Site

Users can:

  • Add new attachments specific to the job site

  • View/edit attachments from:

    • Related quotes

    • Related work orders

    • Related invoices

    • Related units

Quote

Users can:

  • Add new attachments to the quote

  • View/edit attachments from:

    • Related work orders

    • Related invoices

Work Order

Users can:

  • Add new attachments to the work order

  • View/edit attachments from:

    • Related quotes

    • Related invoices

Invoice

Users can:

  • Add new attachments to the invoice

  • View/edit attachments from:

    • Related quotes

    • Related work orders

Unit

Users can:

  • Add new attachments to the unit

  • Edit existing attachments for the unit

Need Help?
If you have any questions, contact our support team via the Help button in your account or email support@jobboxsoft.com.