Manage Customer Files
ServiceVisit lets you tidy up the files attached to a customer record. You would use it when a file was attached by mistake.
You can delete a file. Select the trash icon beside a file and confirm Delete file; the file is removed from the customer record.
You can also see the customer's list of files and open them. Attaching a new file to a customer is a separate action. The files you manage here are the ones attached to that customer record, alongside the customer's notes and contact details.