Available On: Starter, Professional and Business Plus
On your Work Orders, you can assign tasks to be completed by your workers when they are doing the work needed for the day. On these tasks you have the option to add a FILE, a NOTE or an IMAGE to the task for reviewing or showing work has been completed for that specific task.
Any user that is working on the work order can add these to a task. For steps on how to see below.
How To Add Images To A Task via Web
If a receipt or image needs to be added to a task for reviewing, this can be done easily from the work order.
Steps:
Navigate to the Work Order that needs to be worked on
Locate the task that you need to add an image to
Once on that task look for IMAGE Icon
Once you click on that icon you should see this box pop open, when you do click + Add Image
Then you will see a box pop open where you can choose the image to add
Once you add the image, it will show lit up blue and the image will show that you added.
To view the image at anytime click on the image icon and the box will re show.
How To Add A Note To A Task
If a worker needs to leave a note on the task for reviewing this can be done by leaving a note.
Steps:
Navigate to the Work Order that needs to be worked on
Locate the task that you need to add an image to
Once on that task look for NOTE Icon
Once you click on that icon you should see this box pop open where you can leave a note
In order to review the note simply click on the NOTE Icon and the box will pop open and you can see the note.
How to add an Image or Note on a task via Mobile
Sometimes your workers may be in the field working and they are in the Mobile app and may need to add an image or note to a task on a work order. This can be easily done!
Steps:
Log into the Mobile application
Navigate to the work order you are working on (be it search the name or filter for it)
Click and open the work order and navigate to the task section and open it
Locate the task you need and Click the Image Icon
Click on Add Photos
And then choose how you want to add the Photos
To view the Images click on the Image icon that is now blue
Then click on View Photo's, and you will be able to see the photo
1. To Leave a Note on a task Follow Steps 1 - 4 above accept click on the Note icon
2. Once you click on the Note icon you will be taken to this screen where you can leave a note
For questions or concerns please reach out to Support at [email protected] or via chat in your Upkeep account under Contact US.