Adding photos, videos, documents and signatures to a job
Attaching photos, videos, documents and capturing customer signatures is often crucial when updating a job. It can show what was done as well as before and after views.
What are the advantages of taking photos and capturing signatures?
1. By attaching photos before work is done, it helps to support and justify the amount of work and materials needed and more importantly to agree on the cost before work is carried out.
2. By attaching photos after work is done, it shows to customers the quality of work you’ve done and when it comes to sending them the invoice, the customers have all the information they need. Less chance of dispute and you will get paid quicker.
3. Another advantage of having images taken is that you can use them for your own marketing. You can often post these on social media platform like Twitter, Facebook or Pinterest for your future prospective clients. Show off some of your good work.
4. Lastly, having your customers to sign and acknowledge the work done when you are on site, it reduces the chance of future disputes. Less disputes, quicker you get paid and better customer service.
With Okappy you can easily add photos, videos, documents and signatures to your jobs. Read on to find out how.
Add images or videos to your job
From within the app,
- go into the job
- Click the plus icon towards the top right of the screen
- Click Add image/video
- Select photo/video to attach an existing image or video from your device’s photo roll or click Take photo/video to open the camera app.
- Choose the VIDEO or PHOTO option
- Take the photo / video.
- Click Use Photo / Use Video
- Add a name for the photo or video (can be up to 30 characters long)
- Click Yes
The image / video will be added to the job.
Add documents
From within the job,
- click the plus icon towards the top right of the screen.
- Click Add document
- Navigate to where your file is saved,
- click the file to attach it to the job.
Add a signature
From within the job,
- click the plus icon towards the top right of the screen
- Click Add signature
- Take the signature using your finger or stylus.
- Click Done
- Add a name for the signature (can be up to 30 characters long)
- Click Continue
Notes:
- Please be aware that larger images, documents or video files carry a higher risk of upload failure. We suggest keeping videos to 10 seconds or less.
- To ensure successful upload of images, documents and videos, please keep the app open and maintain a stable network connection.
Additional upload settings
To ensure your images and videos are available, different settings are available to give control over how your images and videos are uploaded.
To open the settings,
- click the Okappy icon towards the top right of the screen
- Click More
Select Job settings
Choose from the following options:
- Save to photo roll – you can automatically store a backup of the image or video in your photo roll, ask each time or don’t save at all.
- Save images in high resolution – ensure this is not ticked if your photos are taking a long time to upload, or if the resultant job sheet is large
- Queue images in background – check this if you want to be able to carry on with your work whilst the app uploads the images in the background.
Please note, when using the option to queue images in the background. If the app is closed it has no control over when the images are actually uploaded. The operating system decides when the image will be uploaded depending on network, power and other factors.
Add images to your job
From within the app,
- go into the job
- Click the Okappy icon towards the top left of the screen
- Click Add image to open your camera app,
- Take the photo,
- Click OK if you’re happy with it
- Add a name for the image (can be up to 30 characters long)
- Click OK.
The image will be uploaded to the job.
Add videos to your job
From within the app,
- go into the job
- Click the Okappy icon towards the top left of the screen
- Click Add video to open your camera app,
- Take the video,
- Click OK if you’re happy with it
- Add a name for the video (can be up to 30 characters long)
- Click OK.
The video will be uploaded to the job.
Add documents
You can add documents and other files to your job (including videos and images already saved on the phone).
From within the job,
- click the Okappy icon towards the top left of the screen.
- Click Add document.
- Click Choose Files,
- Navigate to where your file is saved,
- click the file to attach it to the job.
Add a signature
From within the job,
- click the Okappy icon towards the top left of the screen.
- Click Add signature,
- Take the signature using your finger or stylus,
- Click Save
- Add the name for the signature (can be up to 30 characters long)
- Click OK.
The signature will be added to the job.
Notes:
- Please be aware that larger images, documents or video files carry a higher risk of upload failure. We suggest keeping videos to 10 seconds or less.
- To ensure successful upload of images, documents and videos, please keep the app open and maintain a stable network connection.
Additional upload settings
To ensure your images and videos are available, different settings are available to give control over how your images and videos are uploaded.
To open the settings,
- click the Okappy icon towards the top left of the screen,
- Click More.
Select Job settings
Choose whether to save images in high resolution – ensure this is not ticked if your photos are taking a long time to upload or if the resultant job sheet is large.
Click Update settings.
Add documents
You can add documents and other files to your job (including videos and images).
From the jobs dashboard,
- Click the three dots menu next to the relevant job
- Click Add document
- Drag and drop your files into the Attach file window, or
- Click Browse to locate the file on your computer.
From within the job,
- Click the Upload file icon towards the top left of the job
- Click Add document
- Drag and drop your files into the Attach file window, or
- Click Browse to locate the file on your computer.