Photograph a job and tick off its checklist
Add before and after photos to a job, tick off a room by room checklist with a photo where you need proof, and send the customer one link to both.
On this page
Set up your checklists
An admin opens Job checklists (search for checklist) and clicks New checklist. Type a Name, such as End of lease clean.
In Starts on these work types, type the work types this checklist is for, separated by commas, such as End of lease, Deep clean. A job whose Work Type matches offers this checklist first.
Add each item with its Room and what to do, and click Add item for the next. Tick Needed under Photo for an item that cannot be ticked without a photo, such as the inside of the oven. Use the arrows to reorder.
Tick Needs sign off for a checklist people sign at the end, such as a risk assessment or a handover. Click Save checklist.
Add photos to a job
Open the job and click Photos at the top. Click Add before photos or Add after photos and choose one photo or several. A bar shows how many are added.
Click a photo to open it full size. Scroll with Ctrl or Cmd held, or click + and -, to zoom, and drag to move a zoomed photo. The arrows at the top turn it a quarter at a time, and the arrows at the sides step to the next photo. Point at a photo to move it to Before or After, hide it from the customer, or remove it. A hidden photo shows Team only and stays off the customer's page.
Tick off the checklist
In Photos, choose a checklist and click Start checklist. The one for the job's work type is listed first.
Click the circle beside an item to tick it. Each tick shows when it was done and by whom. Click the camera beside an item to add a photo of it.
An item marked Needs a photo before it can be ticked cannot be ticked until it has one. Click Remove checklist to take it off the job; its ticks are lost and its photos stay on the job.
Sign off the job
A checklist with Needs sign off ticked has a Sign off section at the end. Each person who attends the site signs the same checklist, one after another: the supervisor first, then everybody who arrives later.
Name starts with your own name. Type a different one for a visitor or an apprentice who has no login and is signing on your screen. Sign in the box, then click Add signature. The signature shows with the name and the time we recorded it.
To remove your own signature, click the bin beside it. An admin can remove anybody's signature.
Download the job sheet
Under the checklist's name, click Download job sheet. The PDF holds the checklist with who ticked each item and when, the notes, the photos marked for the customer and every signature. It is named after the job and the customer, such as Job sheet End of lease clean Jane Smith.pdf.
An invoice made from the job takes the job sheet with it, once somebody has ticked or signed something on the checklist. The invoice email carries it as a second PDF, and Xero or QuickBooks gets it on the invoice.
Do it from the phone
Open the job on the phone and tap Photos and checklist at the top of it. The same before and after photos, checklist and sending are all there.
Tap Add before photos or Add after photos, then Take photo to use the camera or Choose photos to pick from the phone, up to 20 at a time. Tap the camera beside a checklist item to photograph that item.
Tap a photo to see it full size. Pinch or double tap to zoom, drag to move a zoomed photo, and tap the arrows under it to turn it. From there you can also move it between Before and After, hide it from the customer, or remove it.
Share link hands the link to the phone's own share sheet, for a message, an email or anything else on the phone. Email photos and Text photos send it the same way the web does.
To sign off, tap Sign under Sign off, check the name, sign with your finger and tap Add signature. Tap Job sheet to open the PDF, and share or save it from there.
Send the customer the photos
Under Send to the customer, click Email photos, check the address, type a message or leave it empty, and click Send. Or click Text photos, check the number and the message, and click Send text. Either way the customer gets a link.
Copy link copies the link to send another way. The panel shows when the link was made and when the customer first opened it.
The customer needs no account. The link opens a page with your business name, the job, the before and after photos with the time each was taken, and the checklist with what was done. It does not show who ticked each item.
See the week's photos on your board
The Job photos card on Quick Glance covers the last seven days. It counts No after, Both ends, and how many jobs carry a photo at all.
Under the numbers it lists the jobs, the ones missing their after shot first. Each row carries the job's newest photo and its N before, N after count. No after marks a job whose after photo is still to come.
Click a job to open it over the board and add the photo there, without leaving Quick Glance.