Keeping track of documents which are related to customer orders or your customer contracts can be tricky. Then sending those documents to your field staff can be even harder.

Luckily at Connect2Field we make this easy by enabling you to attach any type of document to a job; allowing your field workers to get access to those files wherever they are.

Check out the screen shots below to see how it works

From the Job Central, we have created a new job and have added pertinent job information
Finally we choose to 'Save & Job Add Details'

1) We added Products/Services
2) Click on Documents tab at the top..

Click on 'Upload' button and select files from your PC..

For this example of a Roof Leak Job we have attached 2 images of the Roof Leak Location for the client..

Let us now see how your field workers can see this on their mobile devices..

We are finding more and more service businesses are looking at ways to reduce costs and improve productivity. Throwing out your local servers which store all your data and moving everything to the cloud is a great way of saving money but also improving the ability to access your documents anywhere at any time.

Keeping your customer documents inside Connect2Field means you know where they are at all times and you can easily make them available to your field workers.

All of the data is stored in the Cloud directly onto Microsoft Windows Azure Blob storage, this means all your data is stored on Microsoft servers and automatically replicated to different geographic locations.

Yes that’s right  – you can now sleep at night knowing all your data is safe!

In some instances, if you need to share documents between your staff that aren’t related to that particular job or customer then we would suggest you check out Dropbox! 

Dropbox is an intuitive program allowing you to store any file within a desktop folder accessible from multiple devices! It’s simple to download and especially useful for service businesses who need to share documents between multiple workers in addition to team members who work from the office. You can save anything from an image, PDF file or a word document.

The Dropbox client can be easily downloaded onto 2 or more devices (like an iPhone or iPad) and the contents within the Dropbox folder are synchronized automatically between them, instantly.

Please feel free to contact us if you have any questions, or need any help with how to attach documents within Connect2Field! Also you can check out a tutorial here.

The Connect2Field Team