ORGANIZE YOUR PHOTO LIBRARY

§ PHOTOS + DOCS3 min READUPDATED 2026-08

Use category chips, stage chips, favorites, and job scope to keep a big photo gallery navigable.

A busy job can generate hundreds of photos. The gallery on the PHOTOS tab gives you four ways to slice them — by category, by stage of the job, by favorites, and by job — so the photo you need is a couple of taps away instead of a scroll through everything.

WHERE: CUSTOMERS → open a customer → PHOTOS tab

§Filter by category

Category chips across the top of the gallery filter photos by their photo type. The categories come from your company’s photo taxonomy, which admins manage in the Admin Console under CUSTOMIZATIONPhoto types.

§Filter by stage

Stage chips split the gallery by where each photo sits in the life of the job:

StageUse it for
mainPrimary documentation shots for the job
followupReturn visits and follow-up documentation
buildWork-in-progress photos during construction
completionFinished-work photos when the job wraps

Stages matter beyond filtering — the earliest-vs-latest COMPARE view and photo PDF reports read much better when photos carry accurate stages.

§Favorites and job scope

  • A favorites-only filter narrows the gallery to the photos you’ve starred — useful for keeping the handful of shots you show customers separate from the full documentation set.
  • A job-scope filter limits the gallery to a single job. On customers with multiple jobs, the job picker and job scope banner control which job you’re looking at.
  • Photos can be assigned to a job, so a photo that landed on the wrong job — or on no job — can be filed where it belongs.

§Fix a photo’s tags

Open any photo to reach its detail view, where you can edit its notes, type, and stage. If a batch went up untagged, step through it with the next/previous controls and correct each photo without leaving the viewer.

TIP
Agree on a photo-type convention as a company. When every rep tags the same way, the category chips become a shared language — and admins can adjust the taxonomy any time under Photo types.
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