All walkthroughs
Module 07 of 10 3 min walkthrough + 9s clip
Documentation & Photos
Capture and organize every photo and receipt.
This module video is a 9-second highlight clip.
The full written walkthrough is below, and the longer full-demo MP4 is available if you want to upload the broader product tour to YouTube.
What it is
Each project has a Files tab for photos, receipts, contracts, and claim documents. The mobile app lets the field crew upload directly.
Why it matters
When the carrier asks for proof or the homeowner asks for a report, you have it. No digging through phones or text threads.
How to use it
- 1Open a project and go to the Files tab.
- 2Drag and drop files, or use the mobile app from the field.
- 3Tag photos by area (roof, kitchen, etc.) or stage (before, progress, after).
- 4Use the Export button to package documents for a claim or homeowner.
Key actions & buttons
- Upload — desktop drag-and-drop or mobile capture
- Tags — area and stage for fast filtering
- Export Claim Package — bundles photos, estimate, and supplement
Best practices
- Tag everything as it's uploaded — don't batch-tag later.
- Capture before, during, and after on every job.
- Receipts get uploaded the same day they're paid.