How to Upload and Organize Job Photos
Photos in SnapEstimate Pro stay attached to the lead and the job. They don't get mixed in with your camera roll, and you don't have to match them back up later.
Option 1: Take photos directly into the lead
This is the best way.
- Open the lead.
- Tap the camera icon.
- Take the photos.
They're saved directly to the lead. You can take as many as you want.
Option 2: Upload from your gallery
If you already took photos with your phone's camera and want to bring them in:
- Open the lead.
- Tap the upload icon (image / gallery).
- Pick the photos from your gallery.
They'll be attached to the lead the same way.
What to photograph
For most jobs, you want:
- A wide shot of the work area — context for the whole job
- Close-ups of anything unusual — damage, hidden problems, tight access
- Measurements — if you wrote dimensions on paper, snap a photo of the page
- Materials — existing siding, fence style, roof material, anything you're matching
Two or three good photos beats ten random ones.
Customer-facing photos
Some of your photos are internal (notes for you). Others are great to show the customer in the estimate. SnapEstimate Pro lets you mark which photos appear in the customer-facing estimate so the customer sees the helpful ones without seeing every shot you took.
Voice notes work great with photos
Right after taking a photo, record a short voice note describing what you saw. The combination of a photo plus a 15-second note is usually more useful later than a long written description.
Cleaning up photos
You can:
- Delete a photo you don't need
- Change whether it's included in the customer estimate
- Edit the caption
Keep the lead tidy — a clean lead is faster to estimate.