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 jobsite 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