WorkQuotes
Quote Images
How quote images are uploaded, reviewed, deleted, and copied into jobs after confirmation.
Quote images are there to give the team visual context before a price is agreed and before the work is turned into live jobs.
Uploading Images
- Images field: You can attach up to 5 images to a quote.
- File size limit: Each image can be up to 10MB.
- What to upload: Site access photos, damage photos, before-condition photos, or any picture that makes the quote easier to understand later.
- When to leave images out: If the quote is straightforward and the team does not need visual context, there is no need to add files just for the sake of it.
Working With Existing Images
- Existing Images block: In edit mode, saved images appear above the upload area so you can see what is already attached.
- Click to preview: Selecting a thumbnail opens the image viewer popup, which is useful when the thumbnail is too small to check properly.
- Delete button: The delete button sits on the image thumbnail itself. Use that when an image is wrong, duplicated, or no longer relevant.
- Add New Images: Uploading more files does not replace the existing ones. It adds to the quote unless you deliberately delete older images.
Where Else You See Quote Images
- Quotes List: A small image icon beside the reference tells you the quote has at least one attached image.
- Quote Detail View: Images appear in their own section as larger thumbnails, making it easier to review them before sending or confirming the quote.
What Happens After Confirmation
- Images are copied to jobs: When the quote is confirmed, Work Planner copies the quote images onto the jobs created from it.
- Why this matters: The team does not need to return to the original quote just to see the site photos once the work is live.
- Best time to tidy images: If an image should not follow the job through, remove it while the quote is still editable.
Related articles
- Editing a Quote: Shows where the existing image thumbnails and delete buttons sit in the edit popup.
- Image Viewer Popup: Covers the larger image preview opened from quote thumbnails.
- Quote Detail View: Shows how images appear on the saved quote.
- Confirming a Quote: Explains the point where quote images are copied into created jobs.