Attach appointment photos to folder and appointment record
Attach appointment photos to folder and appointment record
Your appointment photos live in personal folders, leaving records incomplete and slowing invoicing. Linking uploads to the appointment gives coordinators one file per visit for same-day billing.
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Overview
When photos remain scattered, coordinators waste time hunting attachments and billing stalls; this flow captures uploads, stores them in a structured monthly folder, and attaches a shareable link to the appointment record so teams can finalize work the same day. Implementing it removes manual filing, reduces missing attachments, and accelerates billing and handoffs.