How to add Notes and Photos to a job?
Adding notes, files and photos to your jobs couldn't be easier using the GeoOp mobile app. A file or note can be added either as a general record on jobs, or attached to a particular Charge item (labour, material or payment).
To add a note to a job, simply click on the job card either from the Schedule or Jobs tab and click + > Note. On the next screen, start by entering a description for your note and then press + to add attachments. You will be able to select amongst that list of attachment types:
Photos: directly taken from your device's camera or uploaded from your device's gallery
File: allow you to type a note and attach any type of document to it.
Signature: allow you to collect a digital signature that you can capture on your device's screen
Barcode: allow you to scan a barcode with your phone and store the barcode number and photo to the job.
Once your note is ready, press save for the note to be added to the job.
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Quick photo upload to a job
To make you save even more time managing your jobs, we added a quick way for you to add multiple photos to a job.
Simply click on the job card, either from the Schedule or Jobs tab, and click + > Upload photo. You will be prompted to chose between your Photo Gallery or Camera. Simply select or take all the photos you need, confirm and they will all be added as a note. You will need to enter a description of your note that will automatically apply to all your photos. If you need, you can also update the description of each individual photo by simply editing them separately.
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File sizes & types allowed for upload
When adding via any platform, the maximum file size allowed is 8mb
Major file types that are allowed for upload are: 3GP, CSV, DOC, DOCX, GIF, JPEG, JPG, M4A, MOV, MP3, MP4, MPG, ODP, ODS, ODT, PDF, PNG, PPT, RTF, TAR, TXT, WAV, WMA, XLS, XLSX, XPS, ZIP
Can anyone add notes and photos to jobs?
To access that feature your GeoOp Administrator needs to grant you the permission "Create, edit and delete Notes & Files within Jobs".
Can each photo/file have its own description?
Yes, when creating a note with multiple attachments from the GeoOp mobile app you are asked to create a "master" description for that note that will be displayed on the list of notes (Notes tab).
However, you can also add a separate description/label on each individual if required.
Upload all the photos/files you need to the note
Click on the arrow pointing right next to the "Attach files" header to access the screen allowing you to edit each individual image
Click on the pencil icon of the photo/file you'd like to update
Enter a description in the Description field below the image/file preview
Once done, click Done
Go back to the initial screen and don't forget to press Save
How to download attachments or share externally?
To download note's attachments or save attachments to your device, you can use the Share option:
To download or share all attachments saved to a note, click on ... > Share next to the corresponding note from the Notes tab
To download or share one specific attachment saved to a note, click on the file to preview it and then click on the Share icon in header
Tips to download files to your device
On iOS devices, select the Save Image or Save to Files option from the list of sharing options
On Android, select your photo gallery app (such as Google Photos) from the list of sharing options
On Android, select your file browsing app (such as Files by Google) from the list of sharing options