What are Client and Location Attachments?
Client and Location Attachments allow essential documents related to a client or location to be uploaded and optionally shared with drivers through the Mobile App.
Unlike Job Attachments, Client and Location Attachments only need to be uploaded once. Any attachment added to a client or location will automatically be made available on all new jobs created for that client or location, eliminating the need to upload the same document to every job.
This ensures drivers have important information available when completing their jobs safely and efficiently, while saving time for dispatchers.
Examples of documents you may want to attach include:
Site maps
Safety instructions
Induction documents
Delivery procedures
Location-specific guidelines
💡 Example: If all deliveries to a quarry require drivers to view a site map and safety induction document, you can upload these attachments to the client or location once. They will then be made available on all future jobs for that client or location, rather than being uploaded to each job individually.
How Does It Work?
Dispatchers can upload documentation to charge clients and locations. You can choose which attachments are available in the Mobile App by ticking the Mobile App checkbox.
Any attachment selected for the Mobile App will be available to drivers on jobs created for that charge client or location.
Supported File Types
Client and Location Attachments support the same file types that can be attached to jobs:
JPG
PNG
TIFF
TXT
PDF
XLS/XLSX
DOC/DOCX
Maximum file size: 10 MB per file
❗ Note: Drivers can view supported file types that have been shared to the Mobile App. However, when returning a job, drivers can only upload images.
Add Client and Location Attachments
Go to Clients > Find Clients.
Open the Client.
Scroll down to the Client Attachments section.
Click Add Attachment.
Either:
Browse and select one or more files from your computer, or
Drag and drop files directly onto the Add Attachment button.
Tick the checkbox beside any attachments you want to make available in the Mobile App.
Click Save.
The attachments will appear underneath the Client Attachments section.
💡 Top Tip
Before uploading your attachments, give them a meaningful file name. This is the name that drivers will see in the Mobile App.
Sending Attachments to the Mobile App
Use the checkbox beside each attachment to control whether it is available in the Mobile App.
Tick the checkbox to make the attachment available to drivers.
Untick the checkbox to keep the attachment for office use only.
If multiple attachments have been added, click 'Make all attachments visible to drivers' to quickly select all attachments for the Mobile App.
💡 Tip: Only share documents that drivers need while completing the job, such as site maps, safety instructions, or location-specific procedures.
What Does the Driver See?
Drivers will only see attachments that have been selected for the Mobile App.
When the driver views a job in the Mobile App, they will see a red (i) notification indicating that attachments are available.
When the driver taps on the Origin or Destination, any available attachments will be displayed at the bottom of the screen. The driver can tap an attachment to open and view it.
Remove a Client Attachment
To remove an attachment:
Locate the attachment in the Client Attachments section.
Click the X beside the attachment.
Confirm the deletion.
Job Attachments vs Client Attachments
💡 Top Tip
Client and Location Attachments are ideal for documents that should be available on every job for a particular client or location.
If a document only relates to a specific job, upload it directly to the job as a Job Attachment instead.
Will Client Attachments Be Sent to Xero?
No. Only attachments added directly to jobs are included. Attachments uploaded to clients or locations are not sent to Xero.
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