Pipeline
Notes and Photos
Document your jobs with notes and photos
Keep a complete record of every job with notes and photos.
Adding Notes
- Open the job
- Click the Notes tab
- Click Add Note
- Type your note
- Click Save
Notes are timestamped and show who added them.
What to Note
- Customer conversations and decisions
- Site conditions or issues
- Changes to scope
- Handover information
- Anything you'd want to remember later
Adding Photos
- Open the job
- Click the Photos tab
- Click Add Photos
- Select images from your device
- Add captions (optional)
- Click Upload
From Mobile
The Klearcut mobile app lets you:
- Take photos directly
- Upload from your camera roll
- Add captions on the go
- Sync automatically
Photo Tips
Before and after — Document the site before work starts and after completion.
Progress shots — Capture key milestones for your records.
Issues — Photograph problems or unexpected conditions.
Handover — Final photos for the customer record.
Viewing History
The History tab shows a timeline of:
- Notes added
- Photos uploaded
- Status changes
- Edits and updates
Everything is timestamped and attributed to the user who made the change.