Attach Files to a Customer

ServiceVisit lets you attach files to a customer record. You would use it to keep photos and documents with the customer they belong to, so they are there the next time you open that customer, instead of in someone's email or phone.

In the Files section of the customer record, select Choose file to attach and pick a file. It uploads to the customer. Photos, PDFs and common documents are accepted, up to 10 MB per file. If a photo is over the limit, you are offered Optimize & upload, which shrinks it and uploads the smaller copy.

Attached files are listed in the Files section of the customer record and can be opened from there. Deleting a file is a separate action.

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