Add files, notes, and access info on mobile
Technicians can add context from the field without returning to the office.
Notes and access info
Use the edit icon beside Notes or Access Info to update property notes or entry instructions. Notes are for general property context. Access Info is for practical entry details such as gate codes, lockboxes, or site access instructions.
Files
The Files section has tabs for Job Files and Property Files. Tap Add to upload a file or photo to the active tab. Job files stay with the job. Property files stay with the property and can carry visibility settings for who can see them. Generated files from inspection reports and work acknowledgments cannot be deleted from the normal file list.
Where to find it: Mobile app > Visits > visit detail
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