How to add evidence to a work task

Evidence for a work task may include photos of the repairs/maintenance or quotes received from the contractor. There are two places where you can save key information and documents that relate to the work tasks. These are the general tab or work details tab.

Work Task Timeline (General tab)

Here you would save: Communication with any party involved in the R&M e.g.:

• Landlord agreement to arranging work and covering the costs
• Discussion with tradesperson
• Advice to tenants 

1. Navigate to Work Tasks under Properties.
2. Use the search function to find the work task you are currently working on and double click to open.
   
3. On the main GENERAL tab navigate to the Timeline. 
4. See here, how to use the timeline to send emails to a tenant or tradesperson. 
5. See here, how to attach a document to the timeline by creating a note. 

Documents & Images (Work Details tab)

Here you would save: Anything directly relating to the work details and cost estimates e.g.:

• Photos of damage
• Quotes
• Third party invoice (BS will save this)

1. Navigate to Work Tasks under Properties.
2. Use the search function to find the work task you are currently working on and double click to open.
   
3. Navigate to the WORK DETAILS tab.
4. In the table DOCUMENT & IMAGES, select upload.
   
   
5. Click Choose File.
   
   
6. Locate the document on your computer. Once found, click open.
   
   
7. Click ok.
   
   
8. You will see the document is now displayed in the table.