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How to add a photo or invoice to Sherpa desk Work Order

How to add a photo or invoice to Sherpa desk Work Order


  1. Find the work order you want to attach a photo or invoice to.

  2. Click in box that has click or drag files here to attach:

    1. If using a phone or ipad this will allow you to take the photo 

Select Use Photo if it shows the damage if not choose retake

 

Once check is there (black if on ipad)

Move to check 3.

 


  1. If using laptop you will have to take photo and save it so you can find it. Select file and click Open

Once check is there (green on desktop)

 

 Skip to Step 3. 

 


  1. Once you see the green check click Add Response and Update

    1. You will see the photo in work order now. 

  1. If an invoice you will see the invoice number like this.