Photo Reports

Photo Reports turns job photos into a before-and-after gallery you can share with a customer. Use it to show the result of a remodel, repair, cleanup, or other visually documented work. For general attachments and signed forms, use Documents & Photos instead.

Before you start

• Photo Reports must be available in your workspace, and your account needs access to view or change reports. If the page says the feature is unavailable or you cannot edit a report, ask your manager to check your access.
• Have photos ready as JPG, PNG, or WebP files of up to 10 MB each, or use links to photos already online. Only include photos you are permitted to share with the customer; a published gallery can be opened by anyone who has its share link.

Create and fill a report

1. Open Photo Reports and select New report.
2. Give it a descriptive Title. Optionally add a Summary and choose the related Customer and Job. Select Create report. The report starts as a Draft.
3. In the report, use Add a photo to upload a file from your device or paste an Image URL. Choose Before, After, or Other; add a caption and annotation if they help explain the work. Select Add photo. Repeat for the remaining photos.
4. Review the images and captions in the gallery. Use Edit to change the title, summary, customer, or job. You can remove an individual photo if it does not belong in the report.

Organize photos of the same area into Before and After positions so the comparison is easy to follow. A report can have several photos in each position.

Publish and share

• Select Publish after adding at least one photo. An empty report cannot be published.
• Once the status is Published, select Copy share link and send it to the intended customer. Check the gallery before sharing; anyone with the link can view its published content without signing in.
• Use the All, Drafts, Published, and Archived tabs to find a report by status.

Archive or delete

Archive a published report to stop its existing customer link from opening. The old link cannot be restored. If you publish the archived report again, copy and send the new share link. People may still have copies of photos they previously downloaded.

Delete removes the report and its photos from ToolbagCRM and cannot be undone. Use Archive instead when you want to stop sharing but keep the report in your workspace.

If something does not work

• Publish is unavailable: Add a photo first; a report with no photos cannot be published.
• An upload fails: Check that the file is JPG, PNG, or WebP and no larger than 10 MB, then try again.
• The shared link stops working: Check whether the report was archived. If it was republished, copy its new link instead of reusing the old one.
• A linked image does not appear: Check that its URL is reachable by the viewer. For reliable sharing, upload a supported photo file rather than relying on a separate site's access settings.

Related tasks: Jobs · Documents & Photos · Customers