Notes, photos, checklists and sign-off

Notes, photos, checklists and signatures are how the field and the office share what happened on a job. Techs usually add them from the field app; the office can add notes and photos from the job page.

#Notes on the job

1. Open the job's Activity tab.
2. Type in Add a note for the team…
3. Check Visible to customer if the note is meant for the customer.
4. Click Add note.

Notes show in the job's timeline, newest first. Customer-visible notes are labeled Customer visible.

#Visit notes

Each visit has its own field view, opened by clicking the visit on the Visits tab (or Next visit on the job). Under Notes, the tech fills in:

• What you found (internal): for your team only.
• Work performed (customer-facing summary): what you did, in words for the customer.
• Recommendations for the customer.

Click Save notes. Note to the office… with Send adds a note to the job's timeline instead. Techs can also talk it out under Talk it out and let Homeforce write the notes.

#Photos

On the job's Files & photos tab (or Photos in a visit's field view):

1. Pick the stage: Before, During or After.
2. On projects, pick a phase, or No phase.
3. Click Add photos and take or choose one or more photos.

Photos are tagged with their stage. On projects, the tab becomes a Photo timeline grouped by phase.

#Checklists and forms

Checklists (inspections, safety and compliance forms) are set up by owners and admins in Settings → Forms & checklists and attached to job types.

In a visit's field view, under Checklist:

1. Click Start: and the checklist name. If the job type has a checklist, only that one is offered; otherwise you can pick any.
2. Fill in each item. Items can be a checkbox (Done), pass/fail, a number, or text. Required items have a red star.
3. Click Save to keep your progress, or Mark complete when you're done.

Mark complete won't go through until every required item is filled in. Completed checklists are locked.

#Customer sign-off

At the bottom of the field view, under Customer sign-off, the customer checks their name, signs on the screen, and you click Save signature. The visit then shows "Customer signed off on this visit."