Add Photos to Jobs and Line Items

 

Overview
SingleOps allows you to add images (and other files) to your jobs at both the job level and the line item level.
This feature is great for businesses that depend on images to track progress of the health of a tree, to confirm that a job has been successfully completed, to point out sections/areas of concern, and so on.

The photos can then be used on internal and external documents such as Work Orders or Proposals to show your team or your customer, what you're seeing.

Getting Started
Before we begin, you'll first need to ensure that Job Photos, Line Item Photos, and Map Markers are enabled.

To do that, an Admin user will need to follow these steps...
1) Navigate to the Admin section
2) Go to Document Templates
3) Select which document template you'd like to incorporate photos with
4) Select Edit
5) Go to the Additional Info tab
6) Activate the settings depicted in the screenshot below

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Adding a Photo at the Job Level
Now that you have photos enabled for your document templates, they can be added at the job level by clicking on the blue Attachments button towards the right side of the job screen, then clicking View/Edit Photos.  

In the modal that appears, click the Click to Upload button, then path to the location on your computer/network where the photo(s) to be added reside.  Add as many photos as you like, then click Close to return to the jobs page.

image_2Adding_a_Photo_.gif

Removing a Photo at the Job Level
If you'd like to to remove job-level photos, click Attachments, then View/Edit Photos.  
In the modal that appears, hover your cursor over the photo to be removed and click on the trash can icon.  
You'll be asked to confirm that you wish to remove the photo.  
Once you've selected "Yes", you can close the screen once you have removed the photos to be deleted.

Photo.gif

Adding a Photo at the Line Item Level
Next, let's talk about how to add a photo to a line item. To begin, you'll need to be in the job edit page. From there, select the line item that you'd like to add your photo to. 
To add the photo(s), click on the paper clip icon on the same row as the line item, just to the right of the line item description.  
The area beneath the line items will expand to show a Click to Upload button. Click the button and path to the location of the images you wish to add.  
The image(s) will be added in the area left of the Click to Upload button.  
Click the
paper clip icon on the line item row again to close the image display area.

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Removing a Photo at the Line Item Level
If you wish to remove line-item photos, click the paper clip icon to expand the image display area. Just like we discussed before, hover over the image you wish to remove then click the trash can icon.  

You'll be asked to confirm that you wish to remove the photo. Click Yes, then click the paper clip icon when you have removed any/all photos to be deleted.

Remove.gif 

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