The Documents & Media system attaches visual proof directly to job records. Uploading before/after photos and site diagrams ensures technicians capture progress, document on-site conditions, and justify billing.
Step-by-Step Walkthrough
Open the Target Job Card
Log into the mobile app or office dashboard. Open the target job record (e.g., /jobs/view/{id}).
Navigate to Documents & Photos
Click the Documents & Photos tab. Here you will see a grid of all images and files linked to the job.
Upload Media Files
Drag and drop files from your desktop or tap Upload File. On mobile, choose 'Take Photo' to open your camera.
Apply Asset Classification Tags
Select classification tags for the uploaded files to organize search directories.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Upload Category | Required | Choose: Photo, Site Diagram, Permit, Contract. |
| Tag Label | Optional | E.g., 'Before', 'After', 'Wiring Diagram'. |
Pin to Customer Gallery
For photos you want to show the client, check the Pin to Customer Portal Gallery checkbox.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- File Format Restrictions: Supported file formats are JPEG, PNG, PDF, and HEIC.
- File Size Limits: The maximum file upload size is 15MB.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.