Task Documents: send and attach supporting documents
Task Documents settings control how inspection reports, supporting documents, and job photos are sent or attached from reports and tasks. It's one of five tabs on the Tasks settings page, alongside Task Statuses, Task Status Automations, Jobs, and Custom Folders.
There are five toggles. Your changes aren't saved until you use Save.
Email inspection reports. Lets your team email an inspection report while publishing it, from Send Report in any open submitted report's "..." menu, or from Send Report in a Job task's Inspection Reports section. The report-page and task actions appear after the submitted report has a generated PDF. Turning this off hides direct inspection-report sending across the app.
This toggle does not control Send Job Summary. Job Summaries publish a no-login recap link that can include an inspection report with the rest of the job, and they are enabled separately in Settings -> Job Summaries. If both settings are on, the Job task offers both sharing methods.
Auto-attach documents to quotes from tasks. When a quote is created from a deficiency task's Quick Action, the task's inspection report and any work acknowledgments for its job are attached to the quote automatically. This applies however the quote is created from the task — whether you build it yourself and Save, or use Generate draft.
Auto-attach documents to invoices from tasks. The same, for invoices created from a job task's Quick Action: the job's inspection reports and work acknowledgments are attached automatically.
Auto-attach job photos to quotes from tasks. When a quote is created from a Job task, the job's photos are offered in the quote's Attachments section. Keep the photos you want and remove any that should not go with the quote.
Auto-attach job photos to invoices from tasks. The same, for invoices created from a Job task: the job's photos are offered in the invoice's Attachments section so you can review them before sending.
Auto-attached documents are added when the quote or invoice is created, so they travel with it when you send it to the customer. They only ever come from the task you created the document from, and only for that task's property. Job photos are presented for review in the new quote or invoice rather than being sent immediately.
Where to find it: Settings -> Work Management -> Tasks -> Task Documents
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