Features / Photos & documents
The photo, plan, or receipt you need is already on the project.
Capture photos from the project site, attach PDFs and paperwork, and share documents through the client portal. Your files stay with the estimate, invoice, or project where they belong.
Included in the $19/month plan. No card required.
Capture the work while you're there
Use your phone camera to add before-and-after photos, site conditions, selections, and progress to the right project.
Share paperwork without the text thread
Attach plans, permits, insurance documents, receipts, and other files to the project. Send clients the file they need from the same place.
Give clients a clear record
Photos and documents appear beside the estimate, invoice, or portal activity, so everyone can see what was discussed and delivered.
Where your photos and files go
1Snap it on siteTake photos from your phone or upload a PDF.
2It stays with the clientPhotos and paperwork live on the client's record.
3Share what they needAdd photos to an estimate or share a document to the portal.
4They can send files backClients can upload their own documents from the portal.
Photo and document questions
Related features
Scheduling, Private Booking Links & Crew Planning →Home Service Pro App for iPhone and Android →Can I take photos directly from my phone?
Yes. Use the camera or photo picker from the project, estimate, or invoice flow. Photos stay attached to that record.
Can clients see every file I upload?
Files added to a client's file area are available in that client's portal. Only upload files there that you intend to share with that client.
Can I include photos in a PDF?
Yes. Photos attached to estimates and invoices can appear in the generated PDF along with your line items and branding.