Who can do this?
- The Office Admin · Office Admins
- Learning the Ropes · Apprentices
- The Boss · Business Owners
- One-Person Show · Sole Traders
- The Foreman · Supervisors
- On the Tools · Tradies
Overview
Photos save against the shift and become part of the job record. Use them for before/after shots, installation evidence, signed paperwork, or anything visual the office or your Supervisor needs to see.
Who This Workflow Is For
The Apprentice role on assigned shifts. Tradies, Supervisors, and Business Owners can also upload photos.
Before You Start
You need to be on a shift assigned to you. Take the photos on your device (phone or tablet) and have them ready to upload.
Step-by-Step Process
- Open the shift card from the Dashboard schedule stream.
- Locate the photos or evidence section on the shift detail panel.
- Select Upload photo (or the equivalent on your build).
- Choose the photo(s) from your device.
- Wait for the upload to complete. Each photo saves against the shift with a timestamp and your name. 5a. Select a category for the photo — Before, After, Progress, Issue, Compliance, or Other. The category helps the office team find the right photos when reviewing the job. 5b. (Optional) Add a caption describing what the photo shows.
- If your role has the Share with Client toggle enabled, you will see it below the caption field after upload. Leave it off (the default) unless your Supervisor has told you the photo should be visible to the client. If you do not see the toggle, your Business Owner or Supervisor will decide what gets shared.
- Repeat for additional photos.
What Happens Next
The photos appear on the shift card. They are visible to your Tradie, your Supervisor, and the office team. Whether the client sees a photo depends on both the Client Portal being enabled for the business and the per-photo Share-with-Client toggle being on. The Business Owner, Admin, or Supervisor decides which photos (if any) to share with the client through the Client Portal.
Common Issues
- Upload failed. Check your connection. Smaller files upload faster on poor sites. Retry once a stronger signal is available.
- Photo too large. Reduce the resolution on your phone camera settings or use the device’s compression option before uploading.
- Wrong shift. Photos attach to the shift you uploaded from. If a photo went to the wrong shift, ask your Supervisor to move or remove it.
- Cannot upload. Confirm the shift is assigned to you. Apprentices can only upload against their own assigned shifts.
Related Guides
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