Job Photos, Notes, Questionnaires and Communications

Photos and Attachments

Attach before and after photos and any files to a job. These stay on the job record and can be included on the job sheet.

Notes

Add notes to record decisions, access details or anything the team needs to know. Notes appear on the job's activity timeline.

Questionnaires

Send a questionnaire linked to a job - for example a pre-visit checklist - and review the answers on the job record. See "Building Questionnaire Templates" for how to create them.

Appointments

Create appointments against a job for site visits or follow-ups. Job appointments also appear on the customer record and the Work Board.

Communications

Message the customer about the job by email or SMS. Every message is logged to the job and to the customer's communication history.

Maps and Location

A job can store its location so the team can see it on a map and navigate to site.