Adding Files to Quotes

WorkGuru allows you to upload files at 10mb or smaller against a particular quote that are available for other staff to view. Files can be uploaded from the Files tab of the quote detail page.

In the File Upload box, drag and drop or click the file upload box. You can upload a maximum of 5 files at a time. Enter a file Description if required and click the X if you want to remove the file before upload. Click Confirm Upload and the file(s) will be uploaded and displayed with a date and user for tracking. 

The file(s) will then be accessible in the Files tab. Uploaded files can be previewed and file name and description can be edited. You can click Delete to remove the file if required.

You can also email files directly to the quote by emailing to your tenantname@workguru.email with the quote number in the subject-line.

Any attachments to the email will display in the Emailed section of the Files tab.

The header and body of the email will display in the Emails section of the Notes tab.

NOTE: This is separate to the Email History, which is a log of the outbound emails sending the quote to the client.