Field-to-Office Capture
Photos, notes and daily logs from crews on site, posted to the right job record from the phones they already use.
Photos and notes stay on a phone
Photos stay on a phone in the truck, notes get typed into texts and the daily log is written from memory at night. The office keeps asking whether a job is finished. Crews keep sending what they send now, and the system matches each photo and note to a job. It attaches each one to the job record with the date and a caption. It then drafts the daily log from what arrived. The office reviews each log before it goes to a customer or a general contractor.
What's included
- 01
Photo capture
photos sent by text, app or form attached to the right job with the date.
- 02
Note capture
typed notes from the field added to the job record as clean, readable text.
- 03
Job matching
each photo and note matched to a job by sender, address or job number.
- 04
Captions and tags
photos labeled by area and stage, using the terms the crews use.
- 05
Daily log draft
a log of work done, drafted from the day's photos and notes.
- 06
Extra work flag
notes that mention added work or a surprise on site raised for the office.
- 07
Unmatched list
photos and notes that match no job wait for a person to assign them.
- 08
Office review
a person reviews every log before it reaches a customer, and staff hold the off switch.
How it works
- 01
Field review
Conversations with the crews and the office show how photos, notes and logs move today and what the office needs from them.
- 02
Setup
The way crews send updates is set up, the job records are connected and the matching and log rules are built.
- 03
Supervised pilot
A test with one crew comes first, and the office checks every post and every log before anything goes to a customer.
- 04
Launch and support
It goes live on the client's sign-off, with unmatched items watched, rules tuned and a monthly report.
Industries
Industries served
Home Services & Trades
Calls, estimates, dispatch, paperwork and invoicing for roofing, HVAC, plumbing, electrical and field service companies.
Construction & Contracting
Contract checks, progress billing, job costing and document control for general contractors and specialty subcontractors.
Frequently asked questions
Do crews have to change how they send photos?
Crews keep the phones they carry now and send updates by text, an app already in use or a simple form. Any added step is tested with the crew before it goes live.
What happens to a photo that matches no job?
It goes to an unmatched list with the sender and time, and a person at the office assigns it to the right job. Nothing is posted to a customer from that list.
Who can see the photos and notes?
Only named people. Photos and notes stay in the client's own accounts and on the job record. Every post is recorded with the sender, the time and the job it went to.