Photos and notes on a job

Keep site photos and notes with the job, so everyone working on it sees the same thing.

Add photos

1. Open the job and go to Files.
2. Under Job photos, tap Add.
3. Tap Camera to take a photo now, or Upload to pick photos from your phone.

A job holds up to 15 photos. They’re resized and saved as JPEG.

Work with a photo

• Tap a photo to open it full screen, then swipe to the next one.
• Tap Edit to give it a Title and Description, for example “Damp patch by back door”.
• Share, Download and Delete work on one photo, or on several once you’ve selected them.

Notes

Under Customer, the Notes section has two boxes:

• Notes to customer appear on the estimate the customer gets. Use it for things like “Price includes tear-out and disposal of old carpet”.
• Your notes are for your reference only and are never shown to the customer. Use it for parking, key codes or “check the threshold height”.

Good to know

• No signal? Photos you take are kept on your phone and show Waiting to sync until they upload. Share and Download work once a photo has uploaded.
• On the Team plan, you can only delete photos you added. For someone else’s photo, open it and tap Ask the office to remove. The office gets a notice and decides.
• Other files, such as plans, specs or a supplier’s PDF, go under Job attachments, just below the photos.