Keep job photos, inspection files, permits, warranty records, and proof-of-work uploads connected to the exact job record so office and field teams stop losing evidence in phones, texts, emails, and random folders.
Field teams capture valuable proof, but without a job-level gallery, the office still has to hunt for files before closeout and billing.
Before, progress, and final photos never make it into the operational record.
Permits, inspection files, and warranty records become hard to find later.
Office staff cannot quickly verify the files needed before billing.
Callbacks take longer when proof and service records are not tied to the job.
Photos and files become more valuable when they follow the job lifecycle.
Field teams add jobsite evidence during the work.
Coordinators validate inspection, permit, and closeout files.
Proof supports invoice review and billing confidence.
Completed files stay available for callbacks and warranty questions.
Cloud folders store files. CRM attachments keep files connected to the work.
| Process | Generic folders and text messages | Job-connected attachment gallery |
|---|---|---|
| Photo proof | Photos are sent by text or left on phones. | Photos stay tied to the job record and history. |
| Inspection files | PDFs are stored in generic folders. | Inspection and permit files remain connected to closeout. |
| Billing review | Finance asks for proof after the fact. | Attachments support invoice readiness review. |
| Warranty history | Evidence is hard to reconstruct later. | Completed job files support callbacks and warranty checks. |
Easy Install Solar CRM keeps files and images useful because they remain tied to jobs, teams, schedules, billing, reports, and service history.
Document Every JobTurn raw uploads into structured job documentation that supports managers, coordinators, finance, and service history.
Attach photos and documents to the exact job where they belong.
Organize visual evidence for quality review and customer communication.
Keep PDFs and signoff documents with the operational record.
Preserve service proof for callbacks, claims, and future visits.
See who uploaded files and when for better accountability.
Find files by job context instead of digging through generic folders.
Help finance verify operational proof before invoice review.
Keep file visibility controlled through appropriate CRM access.
Attachment context supports cleaner handoff before accounting, billing, automation, intake, field visibility, GPS, reporting, and customer update workflows.
Use Attachments Gallery to route work with clearer timing, ownership, and field context.
See the details that matter on active jobs so updates, proof, and handoffs stay connected.
Review attachments gallery, customer notes, reminders, and closeout readiness without chasing scattered channels.
Track accountability, blockers, quality signals, and operating rhythm across busy teams.
Carry cleaner operational context into billing, reporting, purchasing, and invoice review.
Control visibility, workflow settings, activity history, and support paths as the operation scales.
Keep proof connected from first upload to final invoice.
It is a CRM feature that keeps job photos, documents, permits, inspection files, warranty records, and proof-of-work uploads tied to the job record.
Yes. Crews can add jobsite evidence directly to the job so office users and managers can review it later.
Yes. Solar teams can keep survey photos, install progress, permit files, inspection proof, and final images in one job record.
Yes. Electrical teams can document panels, meters, repairs, inspections, safety notes, and service history.
Generic folders store files, but CRM attachments keep files connected to jobs, schedules, messages, billing, and reporting context.
Yes. Completed job files can remain tied to the service history for callbacks and warranty questions.
Easy Install Solar CRM helps contractor teams keep jobs, schedules, files, messages, timecards, purchase orders, invoices, reports, AI context, workflows, permissions, and operational history connected from first intake to final invoice.