How do I use the job checklist and photos?
Open the job, type a step under To do and tick it when it's done. Click Add photos to take before and after shots from your phone.
Each job has a To do checklist and a Photos box. Type the steps, tick them on site, and add before and after photos from your phone. Everyone on the job sees the same list and photos.
Also called: job checklist, work steps, job photos, before and after pictures, liste de tâches, photos du travail, photos avant après, travaux, job, technicien
Step 1: Open the job
Open the job from Jobs, Schedule or your day on the Dashboard. The To do box sits under the address and how to get there.
Click: the job
Step 2: Add the steps
Type a step in Add a task, for example "Change the filter", then press Enter or click +. Add as many as you need, up to 30. To remove one, click the × beside it.
Click: Add a task › +
Step 3: Tick them on site
Tap a line to tick it when it's done. The count at the top shows how many are done, for example "2 of 5". Tap it again to untick it.
Step 4: Add photos
In Photos, click Add photos. On a phone, you can take a picture or pick several from your gallery. They upload one after the other, and you see "Sending 3 photos…" while they go. Tap a photo to see it big, with the date and time it was taken.
Click: Add photos
Good to know
The technician on the job can tick, add lines and add photos. Teammates who only view jobs can look but not change.
A job holds up to 40 photos. Photos are made smaller before they upload, so they go through on a weak signal.
To delete a photo, open it and click Delete photo. The person who took it, or someone who plans jobs, can delete it.
With the Tasks module on, a line that needs a follow-up can become a task: click "Turn into a task" beside it. The line then shows a Task chip.
Ticking lines never blocks Finish and invoice. You can finish with lines left.
You can ask Ask Alori: "Add 'check the thermostat' to the Chen job."
If it doesn't work
"Only photos can be added (JPEG, PNG or WebP)." The file isn't a photo, or it's too large. Pick a photo instead.
"A photo could not be sent. Try again." The signal dropped. Click Add photos and pick it again.
"That didn't work. Try again." The change didn't save, or the job already has 30 lines or 40 photos. Remove one, then try again.