Adding Attachments to Equipment

You can take photos or record videos to add to equipment or attach existing images and files. 

1. Select Service Calls. Select a service call, select More OR go to Customers, select the customer, select Location, and then select the location.
2. Select Equipment and then select the equipment.
3. Select the Attachments tab.
4. Select Add. 
5. Enter a description for the attachment.
6. Select the Attachment tab, and then select the menu icon.
7. Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then select Open. The attachment is displayed in the Attachment pane.
8. Select Save. After you attach a file, the file description and type are shown on the Attachments tab for the equipment.

Additional Attachment Options in MobileTech

Before Syncing

After you have attached an image or file in the Attachment window, but you haven't synchronized your device, you can delete or view the attachment. When viewing the attachment, additional options that are device-specific are available.

After Syncing

After you have attached an image or file in the Attachment window, and you have synchronized your device, you have additional options that can be found by selecting the menu icon.

The following options are available, depending on your device's operating system:

• Clear - Removes the existing attachment. You can then select to Capture Picture, Choose Picture, Select File, or Paste.
• Open - Opens the attachment in another app.
• Copy - Copies the attachment to the clipboard.
• Print - Prints the attachment.
• Email - Emails the attachment.
• Export - Allows you to save to the file system.