How to View Job Documents

Step 1: Open Documents for the Job

From the job page, tap the ••• menu in the top toolbar, then choose Documents.

Details:

• The same ••• menu also offers Notes, Timesheet, and Edit Toolbar
• Opens the job's Documents screen, organised into folders rather than one flat list

Step 2: Browse Document Folders

Documents are grouped into folders such as Insurance, Invoices, and Reports, each showing how many documents it contains.

Details:

• Tap a folder to see the documents inside it
• A grid/list toggle at the top switches between viewing folders as a grid or a list
• Search and Sort let you find a document by name or reorder the list

Step 3: Open a Document

Tap a folder, then tap a document to open it in the built-in viewer.

Details:

• Documents open as PDFs, with a page counter (for example, "1 / 3") and a Close button at the top
• Multi-page documents can be scrolled through directly in the viewer
• File type and size are shown under each document's name in the folder (for example, "PDF · 15.2 KB")

Step 4: Download a Document

Tap the download icon next to a document to save it to your device.

Details:

• Sits to the right of each document in its folder's list
• A refresh icon at the top of Documents re-syncs the list if something's missing

FAQ

Where do I find a job's documents in the mobile app? Tap the ••• menu on the job page and choose Documents. They're organised into folders such as Insurance, Invoices, and Reports.

How do I save a document to my device? Tap the download icon next to the document in its folder's list.

Can I view a multi-page document without downloading it? Yes, tapping a document opens it in a built-in viewer where you can scroll through every page, with a page counter at the top.