Files on a job
The Documents panel on a lead holds everything attached to that job in both directions: survey photos and paperwork you upload, and whatever the homeowner sends you from their own account.
Its first line is the rule the whole panel turns on:
Files you upload are internal until you share them. The customer’s own uploads are always visible to them.
Uploading
Section titled “Uploading”Click Add a file at the bottom of the panel and pick one file. It uploads straight away and the page reloads with the file in the list. There is no drag and drop and no multi-select: repeat for each file.
Every file row shows the filename, which is a link that opens it, and the size. Both admins and reps can upload. A suspended account cannot.
Shared, or not
Section titled “Shared, or not”Beside each file you uploaded is a shared checkbox, unticked by default.
- Unticked means internal. Only your team sees it. Survey notes, a supplier quote, the photo the surveyor took of the consumer unit and captioned rudely.
- Ticked means the homeowner sees it in the Documents section of their account. Tick it when you want them to have the thing, untick it to take it back.
Defaulting to internal is the safe direction. A file you meant to share and did not is one click away; a file you shared and meant to keep back has already been seen.
Files the customer uploaded carry the label “from the customer” instead of a checkbox. There is no way to hide one from them, because a homeowner who cannot see the photo they just sent will send it again, and then wonder whether you got either copy.
Deleting
Section titled “Deleting”The small cross at the end of a row deletes that file, permanently and without a confirmation. Any of your team can delete any file on a lead, including one the customer sent. A homeowner can only delete their own uploads, never yours.
What can be uploaded
Section titled “What can be uploaded”PDFs and photos: PDF, JPEG, PNG, WebP and HEIC. HEIC earns its place because a UK homeowner photographing their fuse box with an iPhone produces one by default, and rejecting it reads to them as a broken website.
The check is on the content of the file, not on the name. Renaming something
to .pdf does not get it in, and a photo your phone saved with no extension at
all still works. SVG is refused on purpose: it is a scriptable document rather
than a picture, and serving one back from the dashboard would be an attack on
your own team.
The limits, shared between you and the customer on a given job:
| Limit | Value |
|---|---|
| One file | 10 MB |
| Files on a job | 20 |
| Total on a job | 100 MB |
| Uploads an hour | 10 per person, across every job |
A refusal says which rule it hit: “That file is empty.”, “Files must be 10 MB or smaller.”, “Only PDFs and photos (JPEG, PNG, WebP or HEIC) can be uploaded.”, or “This job has reached its file limit. Delete something first.” Going too fast gives “Too many uploads. Try again shortly.”, which clears on its own within the hour.
When there is no file storage
Section titled “When there is no file storage”If the server has no file storage configured, the upload control is replaced by the line “File storage is not configured on this server.” Existing files stay readable. Nothing is lost, and nothing fails halfway: the control is simply not offered. If you see that on a live account, get in touch, because it is a configuration problem at our end rather than something you can fix.
What files are not for
Section titled “What files are not for”Documents is storage, not delivery. Adding a file and ticking shared does not email the customer, and they get no notification of it. If they need to know something has arrived, send them a message saying so.
Quotations are the exception, and they do not belong here. A quote is generated as a branded PDF from the Quotes panel and attached to the email automatically. See sending a quote.