Adding Notes and Attachments
From the Job Details page:
Navigate to the Notes & Attachments tab.
Add a text note to describe work done, materials used, or site observations.
Upload photos or files (maximum size 40 MB per file). These can include before/after shots, receipts, or diagrams.
Advanced Tools for Technicians
Markup Tools – After taking or uploading a photo, technicians can draw, highlight, or annotate directly on the image to clarify issues or completed work.
GPS Tracking – Each uploaded photo automatically records its GPS coordinates, verifying where and when it was taken.
Mobile Friendly – Technicians can capture, annotate, and upload images directly from their phones while on-site.
Benefits
Provides detailed visual records for quality assurance.
Enhances communication between field and office teams.
Creates a verifiable audit trail of on-site activity.
Improves customer transparency and trust.
Use Case
Technicians can take photos before starting and after completing a job, annotate them to highlight specific areas, and add short notes. This gives management and clients a clear, timestamped record of work performed.