From $29/month · no annual contract

Home / Features / Field documentation

Field documentation

Field documentation software for plumbers, HVAC, and electricians.

Photos, notes, checklists, markup, and the crew conversation — all on the job. The office sees what happened without a follow-up text. Insurance has a file. The invoice has the proof.

14-day trial · From $29/month · No annual contract · Included, not a CompanyCam bolt-on

The walkthrough

Everything your crew needs to capture the full story

When you are not on the job, you still need to know it was done right. One file for the office, the customer invoice, insurance, and the next visit.

Photos, notes, files on the record

Connect every photo and note to the job

The office pulls up the job and sees what the truck saw. No group-chat archaeology. No “can you text me that picture.” The file is the job.

  • Before, during, after, issue, and proof tags
  • Lives on the job — office and field look at the same record
  • Goes on the invoice the customer pays
  • Same photos feed Social Boost
Start free trial
Shop office reviewing jobsite photos on a laptop as a van leaves the lot

Insurance. Callbacks. The bill. The next tech.

Insurance and disputes

Arrival photo, data plate, the problem, the finish. If a carrier or a homeowner argues, you are not reconstructing Tuesday from memory.

The next person on the house

House file remembers the unit. The job file remembers what you did to it. Callbacks stop being a scavenger hunt.

Proof on the invoice

Before and after land on the bill they pay. Same photos can become a Social Boost post. Jobber does not turn the driveway into that loop.

The work, not a stock dashboard

Technician running an HVAC install checklist on a phone
Marked-up photo of a leaking pipe on a phoneElectrician talking a job note at the panel

Questions owners actually ask

What is field documentation software?

A record of what happened on the job: photos, notes, checklists, and the conversation. It lives on the job so the office, the next tech, and the invoice are looking at the same file — not a camera roll and a group text.

Why does a trade shop need jobsite documentation?

You cannot be on every driveway. Documentation is how you prove the work, win insurance questions, brief the next tech, and put before/after on the bill so the customer remembers what they paid for.

Can crews add notes from the field?

Yes. Type it, or talk it — the phone turns speech into a note on the job. Tag @someone on the team. Notes are internal. The customer sees photos on the invoice and the punch list on the tracker, not the crew thread.

Can field teams complete checklists?

Yes. Drop an insurance walk, HVAC install, water heater, panel, or drain template on the job, or add your own lines. It stays on the job. Jobber visit forms die when the visit closes. This one does not.

Can photos be marked up?

Yes. Open a photo, circle the problem, save. The marked image is the job file. Use it so the office and the next tech see the joint, not a riddle.

Do you store jobsite video like Jobber?

Not yet. Photograph the walkthrough and talk the note. We will not pretend a 4K dump into the database is a product. Photos are tagged, marked, and tied to the job today.

Does this work offline?

No. Be honest: you need a signal to save. If you are in a basement, shoot the photos on the camera roll and add them when you walk outside. We do not claim Jobber’s offline story.

How is this different from CompanyCam or a camera roll?

A photo app is a photo app. This is the job. Photos go on the invoice, feed Social Boost, sit next to the house file and the punch list, and the customer can approve found work on the same tracker.

Jobber alternative · from $29/month

Put the job on a file. Stop reconstructing it from texts.

Start a 14-day trial. Shoot the first arrival photo on your own work this week.

Month-to-monthCards to your StripeA fraction of Jobber