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Adding Photos and Attachments to Estimates

Include photos, diagrams, and documents with your estimates to provide clear scope and professionalism.

By Jeff McKinley•Last updated: January 2025

Adding Photos

Attach visual documentation to estimates:

  • Click "Add Photo" button in estimate editor
  • Upload from computer or mobile device
  • Take photo directly with mobile camera
  • Drag and drop multiple files at once
  • Supported formats: JPG, PNG, PDF, HEIC
  • Built-in compression for faster loading

Organizing Files

Keep attachments organized:

  • Add captions to describe each photo
  • Reorder photos by dragging
  • Group related photos together
  • Mark photos as "before" or "after"
  • Hide certain photos from customer view
  • Download all attachments as ZIP

Photo Annotations

Mark up photos with arrows and notes:

  • Draw arrows to point out issues
  • Add text boxes with explanations
  • Highlight problem areas
  • Circle specific equipment or components
  • Add measurements to photos
  • Create side-by-side comparisons

Customer View

How customers see attachments:

  • Photos displayed in gallery format
  • Click to view full-size images
  • Captions shown below each photo
  • Documents available for download
  • Mobile-optimized viewing
  • Professional presentation

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