Training FAQ
FAQ Detail
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How do we attach photos to outputs?
In GamePlanPro, you can upload photos, videos, PDFs, spreadsheets, and other file types to any entity (quotes, work orders, buildings, equipment, and more). To add photos to an output, open the relevant entity, go to the History and Files tab, and click Upload files.
While uploading, select the Public checkbox if you want customers to be able to view the images. If that entity type supports including photos on its outputs (such as a quote, work report, or invoice), any photos marked Public will automatically appear on the generated output. You may upload multiple photos and make notes on each. These notes will also appear in the output.
Photos and files may be uploaded to any entity in GamePlanPro™. It is best if files are uploaded to the most appropriate entity relevant to what the files are about. For example, if a photo is taken to show a broken fan belt, this would best serve the team if uploaded to the quote or work order, and not the equipment entity, not the building entity, not the organization, and not the contract.
While uploading, select the Public checkbox if you want customers to be able to view the images. If that entity type supports including photos on its outputs (such as a quote, work report, or invoice), any photos marked Public will automatically appear on the generated output. You may upload multiple photos and make notes on each. These notes will also appear in the output.
Photos and files may be uploaded to any entity in GamePlanPro™. It is best if files are uploaded to the most appropriate entity relevant to what the files are about. For example, if a photo is taken to show a broken fan belt, this would best serve the team if uploaded to the quote or work order, and not the equipment entity, not the building entity, not the organization, and not the contract.