Booking
Customer uploads
Customer uploads in BisHub helps teams that need photos and documents before appointments. BisHub customer uploads connect uploaded files to booking requests, clients, projects, files, previews, OCR, and follow-up.
The problem
Customers often have photos, receipts, plans, or documents that would help the team prepare, but there is no clean intake path.
How it works
- Step 01
Capture the record
Start from the customer, job, file, message, invoice, payment, or team activity that creates the need for customer uploads.
- Step 02
Connect the workflow
Customer uploads stays tied to related BisHub records instead of becoming a disconnected tool or spreadsheet.
- Step 03
Review and improve
Use status, activity history, reporting, and related modules to see what happened and what needs attention next.
What's included
Upload intake
Upload intake is part of the connected booking workflow inside BisHub.
Booking context
Booking context is part of the connected booking workflow inside BisHub.
Client context
Client context is part of the connected booking workflow inside BisHub.
Project context
Project context is part of the connected booking workflow inside BisHub.
File previews
File previews is part of the connected booking workflow inside BisHub.
OCR support
OCR support is part of the connected booking workflow inside BisHub.
Why teams choose this
- Collect useful job context before arrival.
- Reduce back-and-forth messages.
- Attach customer files to the right record.
- Help teams prepare estimates and service work faster.
Use cases
Daily operations
Use customer uploads while managing active customers, jobs, team activity, files, invoices, and payments.
Manager review
Review progress, exceptions, activity, and reporting without chasing disconnected notes.
Growing teams
Keep the workflow structured as more people, records, service areas, and customers are added.
Works well with
Frequently asked
Is customer uploads active in BisHub?
Yes. Customer uploads is treated as an active BisHub capability and is connected to the surrounding business workflow where relevant.
Does it connect to invoices and payments?
Where billing is involved, BisHub connects the workflow to estimates, invoices, online payments, payment tracking, and financial reporting.
Does it connect to customers and projects?
Yes. BisHub is built around connected clients, leads, projects, work items, files, communication, invoices, payments, and reports.
Can managers control access?
Yes. Role-based permissions, organization isolation, activity history, and audit logs help teams control who can view or change records.
Can this support field and office teams?
Yes. BisHub workflows are mobile-ready for field users and structured for office review, reporting, and follow-up.
How should a team start using it?
Start with current records and the workflow causing the most delay, then connect related modules such as clients, projects, files, invoices, payments, and reports.
Try Customer uploads
Free for small teams. Activate it on your account in one click.