Forum Discussion

PestFreeCanada's avatar
PestFreeCanada
Contributor 5
27 days ago
Solved

Can I create a job with photos for an employee to check off that a certain issue has been resolved?

This is a bit of a longer question but I am curious if this could be done...

If I go a house and take photos of 12 issues that need to be resolved, can I create a checklist or job form that shows each of those issues as a list? Then add that list to a team members schedule and have them check off that it has been completed? Even attach a photo of the completed work below the photo of the issue? It would also be great to be able to send that completed list or form to the customer to sign off on and collect payment.

I would like to position myself to do more of the sales and inspections, then send a team member to the house to do the actual work sealing the home or solving the issue. I have been working out a few ways in my head to make this structure work and I really hope Jobber can help me do that.

Does anyone else work in this way? Are there are recommendations on how people have made it work?

  • Hi all,

    This is a really smart workflow idea, and you’re definitely thinking in the right direction if your goal is to move more toward inspections, sales, and delegation while maintaining quality control.

    Right now, Jobber can support pieces of this workflow:
    • attaching issue photos to requests/jobs,
    • assigning jobs to team members,
    • using job forms/checklists,
    • collecting completion photos,
    • and sending completed work/invoices to customers.

    Where things become a bit more limited is tying all of those pieces together into a fully structured “before photo → checklist item → after photo → customer signoff” workflow natively inside Jobber without some manual setup.

    That’s why recommendations for tools like CompanyCam are a great idea. A lot of businesses use it alongside Jobber specifically for before/after photo documentation, field communication, and accountability tracking.

    That said, even without additional software, some customers do build a workable version of this process by:
    • attaching inspection photos directly to the job,
    • creating job forms/checklists for technicians,
    • requiring completion photos before closing out work,
    • and including those photos in the final invoice or customer communication.

    Your use case makes a lot of sense for growing a team and maintaining consistency across field work. I could absolutely see this being valuable for pest control, home sealing, inspections, maintenance work, repair verification, and similar industries.

    I’m also going to submit this as a feature request to our product team because the ability to directly connect issue photos, checklist completion, after-photos, and customer sign-off into a single workflow would be incredibly valuable for teams managing inspection-based work like yours.

    Would love to hear how you end up structuring it if you move forward.

5 Replies

  • Roger's avatar
    Roger
    Jobber Ambassador

    you should check on companycam its listed in the app marketplace

  • It sounds like you’re building more of a workflow and accountability system than just scheduling. Almost like combining CRM + task management + photo verification. I could see tools like CompanyCam helping with the photo side, while Jobber handles the client and job flow. The checklist + before/after photo idea makes a lot of sense for scaling inspections and team accountability.

  • Hey there, 

    Since we are very small I don't have any team members other my dad, the owner to work in the field with. What I typically do is take pictures and attach it to my request for the customer, or if I'm just creating a job, I do it on the job page. Then, when I am done, I add the same photos but just in completion so that the client has a comparison. It's somewhat tedious, but it's another way to do it without bringing in outside software. You can then attach those photos directly when invoicing through Jobber. You can even make a customer folder on your tablet with their last name for your own reference. This way, though, your team can refer back to the request page and see what needs to be done, and go photo by photo to complete their task. I think without something new for Jobber, you'd have to create a job form specifically for each job, which could be a pain. 

  • krista's avatar
    krista
    Jobber Support Team

    Hi all,

    This is a really smart workflow idea, and you’re definitely thinking in the right direction if your goal is to move more toward inspections, sales, and delegation while maintaining quality control.

    Right now, Jobber can support pieces of this workflow:
    • attaching issue photos to requests/jobs,
    • assigning jobs to team members,
    • using job forms/checklists,
    • collecting completion photos,
    • and sending completed work/invoices to customers.

    Where things become a bit more limited is tying all of those pieces together into a fully structured “before photo → checklist item → after photo → customer signoff” workflow natively inside Jobber without some manual setup.

    That’s why recommendations for tools like CompanyCam are a great idea. A lot of businesses use it alongside Jobber specifically for before/after photo documentation, field communication, and accountability tracking.

    That said, even without additional software, some customers do build a workable version of this process by:
    • attaching inspection photos directly to the job,
    • creating job forms/checklists for technicians,
    • requiring completion photos before closing out work,
    • and including those photos in the final invoice or customer communication.

    Your use case makes a lot of sense for growing a team and maintaining consistency across field work. I could absolutely see this being valuable for pest control, home sealing, inspections, maintenance work, repair verification, and similar industries.

    I’m also going to submit this as a feature request to our product team because the ability to directly connect issue photos, checklist completion, after-photos, and customer sign-off into a single workflow would be incredibly valuable for teams managing inspection-based work like yours.

    Would love to hear how you end up structuring it if you move forward.

  • You guys are all awesome! Thanks for the feedback. I am going to check out Companycam and see if that is something that will work for me.

    krista​ I really look forward to seeing if Jobber can come up with something for us to have this workflow easy to use for us.

    Thank you all again!