Help category
Photos and communication
Capture photos and files, add comments, and share clear project information with the right people.
5 guides
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Upload, organize, find, and export project photos and videos
Put field media in the correct project context, find it later, and export a defensible set. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideUpload, share, and control access to project documents
Store files in the right project, keep internal files private, and share only the intended customer-facing document. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideOrganize notes with boards, lists, sharing roles, and mentions
Create a board structure, share it with the right access level, and manage active/archived notes. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideFind and reply to messages and comments across JobBuddy
Use the unified workspace to follow conversations while retaining the source record context. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideUnderstand reminders, Inbox alerts, email, SMS, and notification preferences
Configure the right notification layer and troubleshoot a missing or duplicate alert. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
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