Mobile App: Managing Photos & Documents
The Photos tab within Job Summary will help you keep accurate visual records of every job. It will contain all Photos and Documents associated with this job and allow for capture before and after images to uploading pictures of permits. Everything you need is accessible and organized within the job file.
How to access Photos
From the Job Summary, tap Photos
You will be taken to a screen where you can view, add or manage existing files related to this job
Adding Photos
Tap the + button
Choose between:
- Take Photo: open's your devices camera
- Choose Image: upload an image saved on your device
Select Use Photo to attach it to the job
Using your device's camera and photos will require proper permissions. If you are receiving an error, verify with your device's settings that Sera's mobile app has permission to view those items. Photos are time stamped and labeled with the technician who added the photo.
Reviewing Photos and Documents
All uploaded photos and documents appear in a list organized by the date of upload. Tap any item to:
- view full screen
- see the technician who uploaded the item
- mark as visible to the customer
- delete the item
Editing or Removing Items
Tap the photo or document to:
- Edit the visibility to the customer: Use the Show to Customer toggle to enable this setting
- Delete: Use the trash can icon to remove the photo or document entirely
Please use caution deleting as this action can not be undone.
Best Practices
- Take clear, well lit photos to document job conditions
- Use before and after photos to show your work quality
- Review supporting documents like signed quotes, permits or manufacturer documentation that has been uploaded related to this job
Need Help?
If your photos aren't uploading or you are receiving an error that you are not able to access the photos, please check:
- your internet connection. Sera's mobile app does not have an offline mode and will not be able to add or access photos and documents in the event of a poor internet connection
- device camera permissions for the Sera app
- available storage on your device