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Add Images to Jobs & Line Items ✔

Add photos to jobs and line items to track tree health, confirm completed work, and include images on customer documents.

Images can be added to Jobs in SingleOps at both the Job level & the line item level. This feature is great for businesses that depend on images to track the health progress of a tree, to confirm that a Job has been successfully completed, to point out sections/areas of concern, etc. The photos can then be used on internal & external documents.

In this article:

Formats and File Size Restraints

  • Supported file formats: PDF, JPEG, PNG. HEIC files are not supported. Convert or export them to a supported format before uploading.
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  • Image count limit: You can upload as many as 20 images per line item, as well as 20 images at the job level.
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  • Limit Size for Emails: Proposals and Invoices can be emailed with images attached, but those images cannot exceed 20 MB in size, total. If you upload more than 20 MB of images, you may not be able to attach all of those in an email.
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  • To attach terms and conditions, operational documents, Job PDFs, or Item PDFs, see Attach PDFs. Document templates have a separate setting for appending attached PDFs.


Adding an Image to a New Job

To add an image to a new Job,

  1. Navigate to Additional Options on the Job Edit page
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  2. Find Attach Image(s)
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  3. Select Choose Files to upload your image
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    Screen_Recording_2021-08-13_at_10.07.41_AM.gif


Adding an Image to an Existing Job

If adding an image to an existing Job,

  1. Click the edit button next to the Job you wish to add an image to
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  2. Scroll down to find Attach Image(s)
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  3. Select Choose Files
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  4. Click to Open to upload.

Or from the Jobs page

  1. Click the Job number to dropdown Job information
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  2. Select Attachments
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  3. Select View / Edit Photos
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  4. Select Click to Upload, once you have picked the photos, click Close.

    Screen_Recording_2021-08-13_at_10.09.01_AM.gif

Add an Image to a Line Item

  1. Navigate to the Job edit page
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  2. Find & select the paper clip icon next to the line item
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  3. Select Click to Upload to add your image(s)

    Screen_Recording_2021-08-13_at_10.23.12_AM.gif

Include Line Item & Job Images on Documents

Uploading a photo doesn't add it to generated documents on its own. Your document template settings control whether Job Photos and Line Item Photos display.

⚠️ Enable only the Job Photos or Line Item Photos you want document recipients to see, especially on Proposals and Invoices

  1. Navigate to:mceclip0.png Setup > Templates > Document Templates
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  2. Select Edit next to the document
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  3. Select Additional Info
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  4. Activate the settings depicted in the screenshot below:

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  5. Select Update Document Template to save your changes

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