NOTE: The following feature is only accessible with an LMN Pro subscription.
There is file/photo storage capabilities in an estimate itself (not only a client or job site in the CRM). Storing files in an estimate is great for uploading site measurements, tender documents, quality control specifications or anything related to that actual job itself.
- Click on ESTIMATE, then click STANDARD or SERVICE
- Click into an ESTIMATE
- Click on the FILES tab at the top of the screen
- Click UPLOAD FILES