Photos and documents on jobs: take, share and mark up

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Photos and documents on jobs: take, share and mark up

Add before, progress and after photos, share chosen ones with the customer, mark them up and require them to finish.

Photos protect you if a question comes up later. Add them from the phone on each job.

Where to find it

Open a job in My work (or from Field work) and expand 📷 Photos & documents.

Steps: add photos

  1. Choose a Type chip: Before, Progress, After, Damage, Material delivery, Document or Other. The default starts as Before for a scheduled job, After for a finished one, and Progress otherwise.
  2. Tap 📷 Take photo, or 🖼️ Choose photos / PDF.
  3. A progress bar shows. Large photos are shrunk on the phone to save data (JPEG, up to 2048 pixels on the long side).

A file over 15 MB is refused. Without signal, the photo is saved on the phone and uploads later.

Share with the customer

Each photo has a tick box, Customer can see. Only people with the right to share job photos see it. The timeline records “Shared with the customer” or “Unshared”.

Mark up a photo

  1. Tap Mark up on a photo (not available for HEIC files or cancelled jobs).
  2. Choose ↗ Arrow, ◯ Circle or T Note, and a color. Use Undo to remove the last mark.
  3. Tap Save as a new photo. The original is never changed.

Remove

A permitted person can remove a file after a confirmation, “Remove this file from the job?”.

Require photos to finish

In Field work → Settings → Jobs, tick:
– A “before” photo is required to finish a job
– An “after” photo is required to finish a job
Checklist items can also require a photo.

Finished photos on the quote

On the quote’s Job card, Finished photos with Add photo feeds an optional public showcase.

Tips

  • Take the before photo at arrival, before touching anything.
  • Add a caption to explain what the photo shows.

If something goes wrong

  • “Over 15 MB.” Take it again at lower quality or use a PDF.
  • Upload stuck. Tap the “to send” pill when you are online.

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