Upload Photos and Files

This step assumes you have performed the work, taken before and after photos, and uploaded photos and supporting files from your mobile device to your desktop.

Upload Photos

  1. Locate your work order.
  2. Click the Actions menu and choose Check In.
    Choose Check In to indicate that the contractor was at the job site.
    Tip: You can also use the Mobile App to check in and upload photos.
  3. Select the Line Items tab and review the job.
  4. Select the Requirements tab and go to the Photos section.
  5. Drag the photo to the Photos section or click the link to locate a file to upload. If specific types of photos are required, they are listed in the Requirements section.
  6. Select the photo and click Open.
  7. Click Type and choose the type of photo. For example, Address Verification.
  8. Type an optional description and click Upload.
    An optional description can help identify the equipment.
    Tip: When a photo requirement is requested but is not needed for the job, go to Click Here if Photo Requirement is Not Applicable, select the photo type, and click Upload.
  9. Repeat this step for all photos.
    Add photos and details about each piece of equipment.
    Each photo you add to a work order must be unique. Depending on client restrictions, if you reuse a photo from another work order, the photo can be rejected. You should remove duplicate photos from the work order.

Add Files

You can attach supporting documentation, such as work permits, warranty information, receipts, and owner's manuals to the work order.

  1. In the work order, click Files.
  2. Drag and drop a file to this area or click the link to select a file.
    Tip: You can rename the file if needed.
  3. In the Upload File dialog, click Type and choose a file type, and click Upload.

See Also