Give technicians the reference material they need, right inside the procedure
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Here's what's new:
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Attach Files to Procedure Templates
β€” Add images, PDFs, diagrams, or instruction sheets directly to a procedure template so technicians always have the right documentation on hand.
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Step-Level Attachments
β€” Attach reference files to individual procedure items so technicians see exactly what they need at each step of the checklist.
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Visible on Work Orders & PMs
β€” When a procedure is applied to a work order or PM, all attachments are displayed inline β€” on both web and mobile.
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No More Hunting for Docs
β€” Everything technicians need is embedded where they work, reducing interruptions and guesswork.
Your team can now build richer, more complete procedures that give technicians everything they need to get the job done right.
Note: Adding attachments to procedure templates is currently web-only. Viewing attachments is supported on both web and mobile.