How files, images, and galleries should be used

Modified on Wed, 17 Jun at 9:27 AM

INTENDED SEARCHES: files, images, gallery, upload image, attach photo, project gallery

Files, images, and galleries are used to store supporting information connected to customers, jobs, services, projects, estimates, or website content.

Common uses:

- Before-and-after photos.

- Job site photos.

- Estimate images.

- Project gallery images.

- Service images.

- Documents or attachments.

- Website showcase images, if enabled.

Best practice:

1. Attach files to the most specific related record.

2. Use clear image names when possible.

3. Do not upload duplicate or unrelated files.

4. Avoid attaching customer-private files to public website content.

5. Confirm whether the file is internal or customer-facing before using it.

Before saving or relying on this record, check:

- Correct record.

- Correct file visibility.

- No private files on public pages.

- Clear image purpose.

- Duplicate files.

Why this matters:

Clean file attachment keeps customer records, estimates, job reports, and website content easier to understand.

Support note:

If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.