5 min guideUpdated August 2026App review required

Capture and organise job photos

Upload current job evidence, organise it into useful folders and keep customer, production and site images attached to the right work.

Best forProject Management / Production · Installer / Field
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open the job and select Photos before taking or uploading the image.
  2. Choose or create a meaningful folder for site survey, artwork reference, production, installation or completion evidence.
  3. Upload the photo and add enough description or context to explain what it shows.
  4. Move misplaced photos into the correct folder and remove duplicates only under the organisation's evidence policy.
  5. Open or print the required set and confirm every image belongs to this job and is suitable for its intended audience.

Good practice

Capture the work, not unnecessary personal or confidential information. A short description and deliberate folder are more useful than a large unlabelled camera roll.

When you are finishedAnother authorised person can find the image, understand its purpose and distinguish it from unrelated or superseded evidence.

Before you begin

  • The correct job is open.
  • The organisation's privacy, consent and retention rules allow the photo to be stored.

Complete workflow

How the workflow moves

  1. 01
    Capture

    Take or select only the image needed for the job record.

  2. 02
    Organise

    Place it in the job and folder that explains its purpose.

  3. 03
    Describe

    Add enough context for another authorised person to understand it.

  4. 04
    Review

    Confirm the image is relevant, appropriate and ready for its intended audience.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.