Send your customer a photo update from the job
Take photos and videos on site, add a note, and email the update to your customer. It also stays in their client portal.
- Who can do this
- The account owner, and people with the Add notes & photos permission. Sending needs Send customer updates.
A session update is a set of photos or videos with a short note, sent while you work or when you finish.
- Step 1: Open the job and click New update in the Session updates card.
- Step 2: Pick photos or videos in the window that opens. To add more later, click Add media, which replaces New update while the update is unsent.
- Step 3: Type a note in the box under them. It goes in the email and the portal.
- Step 4: Click Send, which works once at least one photo or video is attached. Check the Send to email and click Send update.
Your customer gets an email with a link to their client portal, where the photos, videos and your note stay in a gallery.
Good to know: Photos can be up to 8MB and videos up to 100MB. Stay on the page while a video uploads.
Tip: An update you haven't sent stays on the job as a draft. Use the trash button beside it to throw it away.
Good to know: Deleting an update you already sent also removes its photos and videos from the customer's portal, and the links in the email stop working.
Photos just for your team
The Photos card on the job is for your own records, like before and after shots. Click Add photos. On a phone it opens the camera. These photos aren't sent to the customer.