Jobs & documents

Q: Where do I see a job's photos on the web?

Open Documents, open the job and click Media gallery.

Q: Can I find a job by customer name?

Yes. Search Documents by address, customer or job number.

Keep every document for a customer together, and export it in one go.

A job keeps everything for one customer in one place: load calculations, single line diagrams, panel schedules, fault current calculations and site photos. Open the job and it is all there together, ready to export, archive or delete in one go.

Find a job

Open Documents in the web dashboard or the mobile app. Your documents are grouped by job. Search by address, customer or job number to find one.

Create a job

You don't have to create a job first. Start any document and pick its address: the job for that address is created for you, and the document is filed under it. If a job for that address already exists, the document joins it.

You can also create one yourself:

From Documents: on the web or in the mobile app, click or tap the + at the end of the line that counts your documents and jobs. Pick the address, add the customer and job number if you have them, and choose Create job. If the address already has a job, you can open that one instead of making a second.
From the camera: pick a job in the camera's job picker, or tap Create job for a new address. See Camera capture.

Add the customer and job number

In a document's Job details, fill in Customer and Job no. They are saved on the job, so the job shows them under its address.

Job no. is for the job number from the other systems you use, like Housecall Pro or ServiceTitan. Copy it in, and searching Documents for that number finds the matching job.

To change a job's address, open the job and click or tap its title.

Add documents to a job

Use the + on the job's row in Documents, or open the job and use its + button, to start a new load calculation, diagram, panel schedule or fault current calculation. It is filed under the job from the start. This is optional: a document started anywhere else joins the job as soon as you pick the job's address.
In the mobile app you can also start one from the Tools tab. Tap any document to open it, ready to edit.
To file an existing document under a job, open the document and pick the job's address. In the mobile app you can also use Attach to job.

Export the whole job

Open the job and click Download at the top. It downloads the Combined PDF: the job's documents in one PDF. A document you've switched off with the eye icon in the job is left out. For every document as its own PDF, all in one ZIP file, click the arrow beside Download and choose ZIP.

Print prints the combined PDF; choose the pages in your browser's print dialog. Share shares the whole job.

On the web, to download or share only the document that's open, use Download or Share in that document's ⋮ menu.

On a phone, the job's share button opens your phone's share sheet with the combined PDF. In a phone's browser, to save the file instead, use Download PDF in the job's ⋮ menu; Download ZIP and Share link are there too.

Exports hold the job's documents only, not its photos, and leave out archived documents. To share a photo, open it in the job's Media gallery and tap Share.

In the mobile app the export goes straight to your phone's share sheet, so you can text, email or save it.

Archive or delete a job

Open the job's menu:

Archive job: archives every document in the job in one step, and the job leaves your active list. Nothing is deleted.
Delete job: deletes the job itself, and it cannot be brought back. Its documents and photos are not deleted. They stay in your account, unfiled, ready to file under another job.

You can also archive documents one at a time. Once nothing active is left in a job, with no live documents and no photos, the job leaves your active list on its own.

To find archived jobs, add the Archived filter to the Documents search. Open an archived job and choose Unarchive job to bring back exactly what archiving it put away.

Duplicate a document

Use Duplicate to copy a load calculation, single line diagram (SLD), panel schedule or fault current calculation before changing it for another job or trying a different approach.

Open the document's tool list in your dashboard.
Find the original document and click its ⋯ (Other actions) menu.
Choose Duplicate and wait for the confirmation.
Open the new copy, give it a title you can recognize, and check its job/address before editing it.

The original stays unchanged. Duplicate makes a new document from the saved original, so save any edits you want included before duplicating it. The new document is subject to your plan's creation limits; the app may ask you to upgrade.

If you want to undo a saved change on the original instead, use Version history in its editor. If the original seems lost, see recovering a document before making a replacement.

Download, print or email a PDF

Every document exports as a PDF. There is no other export format.

From a list

Each document's row has Download and Share. Print is in the row's ⋯ menu.

From an open document

The header has Share, Download, Print and Edit. On a phone they are under Actions. Inside a job, the document's own Download and Share are in its ⋮ menu, and the job's Download, Print and Share at the top act on the whole job. In an editor, Save and view saves your changes and opens the finished document, ready to download.

Email a copy

Click Share on the document.
Choose Send PDF via email only.
Type the address and click Share PDF.

The person gets a PDF copy. They don't get an account or access to your documents, and your bill doesn't change. The other option, Invite team member to edit, adds them to your team and can add a paid seat.

Kopperfield AI can also email a document's PDF, but only to an address you type in the chat.

A whole job at once

Open the job and click Download for the Combined PDF, or the arrow beside it for ZIP. Print prints the combined PDF and Share shares the job. On a phone, the job's share button opens your phone's share sheet with the combined PDF; in a phone's browser, Download PDF in the job's ⋮ saves the file instead. See Export the whole job.