Add Notes and Attachments to Jobs

What this guide covers

This guide explains how to add notes and file attachments to jobs in JobsiteOn. You will learn how to create internal notes for your team, attach photos and documents, and use these records for communication and accountability.

Adding a note to a job

1. Open the job detail page at /jobs/[slug].
2. Scroll to the Notes section.
3. Click Add Note.
4. Type your note in the text field. You can use basic formatting like bold and lists.
5. Click Save to post the note.

The note appears in the activity feed with your name and a timestamp.

Screenshot: The notes section on a job detail page showing two notes from different team members with timestamps.

Attaching files to a job

1. On the job detail page, scroll to the Files section.
2. Click Upload File or drag and drop files into the upload area.
3. Supported file types include images (PNG, JPG), PDFs, and common document formats.
4. Each uploaded file appears in the files list with a preview thumbnail, file name, and upload date.

Tip: Encourage field crews to upload before-and-after photos directly from their mobile device. This creates a visual record of the work performed.

Viewing notes and attachments

• All notes appear in the job activity feed in chronological order.
• The Files section shows a grid of all uploaded attachments.
• Click any file to preview it in a lightbox or download it.

Animation: A file being dragged into the upload area, the progress bar completing, and the file thumbnail appearing in the files grid.

Who can see notes and attachments

Notes and attachments are visible to all workspace members who have access to the job. They are internal records and are not shared with the customer unless you explicitly include them in a customer communication.

Best practices

• Use notes to record on-site observations, change requests, or access instructions.
• Attach permits, inspection reports, or signed documents to keep everything in one place.
• Add a summary note when completing a job to capture any final details for future reference.

Related articles

• Create and Manage Jobs
• View Job History and Activity Log
• Track Job Progress