Techs capture photos during a job using the iPhone or iPad camera. Photos attach to the job (not to the customer profile) and tag with one of five categories.
The five photo categories
| Category | What it captures |
|---|---|
| Before | The situation when you arrived (the broken unit, the leak, the existing install). |
| After | What it looked like when you left. |
| Data plate | The equipment's data plate (model, serial, manufactured year) — useful documentation on the equipment record. |
| Damage | Pre-existing damage you didn't cause. |
| Other | Anything else worth documenting. |
The category drives reporting and is shown alongside the photo in the office view.
How to capture
| Step | Action |
|---|---|
| 1 | Open the job on the mobile app. |
| 2 | Photos section → + Add photo. |
| 3 | Camera opens (native iOS or Android camera). |
| 4 | Snap. |
| 5 | Pick a category. |
| 6 | (Optional) Add a caption. |
| 7 | Save. |
Note
The photo uploads in the background. If you're offline, it queues and uploads when you reconnect — see Working offline.
Where photos appear
| Location | Notes |
|---|---|
| Job's activity timeline | With timestamp and the tech who took them. |
| Work order PDF | Always shown. |
| Invoice PDF | Optional — toggle off if you don't want customers to see all photos. |
| Equipment record | If you tagged a unit during the job. |
What's NOT supported today
- Photos attached to the customer's profile directly. All photos are job-bound — they appear on the customer's profile via the job they're attached to.
- Photos attached to an estimate.
- Photos as inline attachments to a note (notes are text-only).
Required photos
If the owner turned on Make before-and-after photos required in job settings, the close-job checklist won't let you complete the job without a Before and an After photo. See Making before-and-after photos required.