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WorkQuotes2 min read

Quote Images

How quote images are uploaded, reviewed, deleted, and copied into jobs after confirmation.

Work Planner Team12 April 2026

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.

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