Job related messages, attachments and private notes
David King
Currently you can add a single "comment" when setting up a Job.
We'd like to have a "Job Chat" that can include any number of messages and attachments for our staff to use.
Some examples of how it may be used:
- CAD drawings from the client
- Client requirements when on-site
- Notes from managers to surveyors
- Project plans
Private messages could be used for internal communications and public ones could be visible to the client on the portal. The feature could also be used to notify staff, or the client of new messages.
Paul King
Merged in a post:
Ability to attach documents to jobs
Paul King
As a dashboard user, I'd like to add relevant attachments to jobs, so they can be viewed on-site by the surveyor.
e.g.
- Site plans provided by clients.
- Pre-planning questionnaires.
- Working procedures.
Example file formats: PDF, JPG, PNG
Paul King
This feature could also be used to add notes about the job while on-site, to review when back at the office