Camera & Field Capture
Camera & Field Capture turns every job into a documented visual record. Field technicians capture photos and short videos directly from the Mobile App — before the job, during, and after — and those files are immediately uploaded to the job record in the Cloud CRM. No emailing photos from a personal phone, no WhatsApp groups, no USB transfers. The job record becomes a living visual history of the work performed.
This documentation serves multiple purposes at once. It protects the business in disputes ("here are the before photos — the damage was pre-existing"). It creates marketing content without any extra effort from the field ("those before/after photos just became a reel for Instagram"). It gives customers confidence in the quality of work via the Customer Portal. And it creates the institutional memory that lets a new tech understand what was done on a job three years ago without calling anyone.
The AI layer adds structure to the photos automatically. Instead of a folder of images named "IMG_4521.jpg," the system tags each photo with what it contains: "damaged shingles," "new pipe installation," "electrical panel before," "completed rooftop." Tags are generated automatically and can be manually adjusted. This makes finding specific photos searchable rather than requiring someone to scroll through hundreds of images.
Capture Workflow
Before Photos
- Tech opens the job in the Mobile App and taps "Start Job"
- Camera prompt appears to capture before-state photos
- Photos are tagged automatically as "before" and linked to the job
- Required before-photo checklist can be configured per job type (e.g., roofing jobs require 4 before photos)
During / Progress Photos
- Tech captures photos at any point during the job from the job detail screen
- Photos tagged as "progress" or "during" automatically
- Optional caption entry per photo
After / Completion Photos
- When a tech marks the job complete, after-photo capture is prompted
- System can require a minimum number of after photos before allowing job completion
- Before and after photos are paired for display in the Customer Portal and Video Pipeline
Video Capture
- Short video clips (up to 2 minutes) can be captured and attached to the job
- Used for customer walk-through documentation, complex technical explanations, or testimonial capture
- Videos are compressed on-device before upload to manage data usage
AI Photo Tagging
When photos are uploaded, the AI analyzes the image content and applies descriptive tags:
- Subject tags: roof, HVAC unit, plumbing, electrical panel, deck, foundation, etc.
- Condition tags: damaged, corroded, new installation, completed, in-progress
- Context tags: before, after, during, site overview
- Custom tags: businesses can add job-type-specific tag vocabularies
Tags are editable. The auto-generated tags are suggestions — techs or office staff can correct or add to them from the job record.
Customer Visibility
Photos and videos attached to a job are visible to the customer in the Customer Portal. Visibility is configurable per photo — some businesses share all photos; others share only the final after-photos. Office staff can toggle visibility per image from the job record. Videos require explicit sharing to be visible in the portal.
Storage and Organization
All media is stored at the job record level. From the job record, photos are organized in a gallery view with filter options by tag, capture date, and before/after designation. Storage is included in the platform plan with a per-account monthly limit; overages are billed at a standard per-GB rate.
CRUD Operations
| Operation | Available | Notes |
|---|---|---|
| View | Yes | Gallery view on the job record; filterable by tag and capture type; full-resolution download available |
| Create | Yes | Captured via Mobile App; office staff can upload files from desktop (JPEG, PNG, MP4, MOV) |
| Update | Yes | Tags and captions editable; customer visibility toggle editable; the original file is never modified |
| Delete | Yes | Photos and videos can be deleted from the job record by the capturing tech or by admins; deleted media is permanently removed after a 30-day recovery window |