Editing a template

A template is a reusable job sheet: the steps, instructions and photo requirements you apply to jobs again and again.

One row per step

Each row is one step your team ticks off on site, in order. Add step creates one; click a title to rename it; drag the handle to reorder; the chevron opens the detail.

Instructions

Whatever you write under Instructions is exactly what the person on site reads on their phone before marking the step complete. Keep it short and specific.

Photo evidence

Add photo evidence turns a step into a photo step. Each group is one photo to capture — mark it Required(the step can't be completed without it) or optional. Up to four groups per step.

Notes · GPS · Allow skip

Require notes forces a written comment on completion. GPS + timestamp stamps every photo with where and when it was taken. Allow skiplets a step be passed over when it doesn't apply.

Where the evidence ends up

Completed steps and their photos build the job's evidence record — timestamped, GPS-stamped proof of the work at every stage. It powers the client report, and at billing time it can be attached separately to the invoice when the customer wants to see what was done.

Tip — already used on jobs? Save your changes, then “Update jobs from template” pushes the new steps to jobs that aren't finished yet.