Field Documentation

Snap it.
Tag it.
It's all there.

Photos from the job, documents like permits and plans, and daily logs of what actually happened. All attached to the project, organized by date, and visible to clients in their portal. No more group texts, scattered camera rolls, or "did you send the permit yet?"

Why this matters

Your camera roll is not a project record.

No more group texts of 40 photos

Upload once. The right project gets the photo, the client sees it in their portal, and you stop scrolling through your camera roll trying to remember which job that demo shot was from.

No more "do you have the permit?"

Permits, plans, contracts, change orders, all attached to the project once. Clients download whatever they need from the portal. You stop forwarding email attachments at 9pm.

No more typing notes in the truck

Hold the mic, talk through what happened on site, and AI transcribes it into a daily log. Your hands stay on the wheel. The record gets written anyway.

Photo Gallery

A real gallery, not a chat thread.

Snap photos from your phone, drag-and-drop from your laptop. Add a caption and they're in. Clients open the portal, click through a clean gallery with full-screen lightbox, and see exactly what's been happening. Every photo lives next to the project it belongs to. Forever.

  • Bulk upload from any device. Phone camera roll, desktop drag-and-drop, anything in between.
  • Captions and dates stay on every photo so the gallery tells the project's story without you re-narrating it.
  • Lightbox view in the client portal. Clients flip through full-screen, no app required.
Documents

Permits, plans, specs. All in one place.

Upload contracts, permits, plans, change orders, anything PDF or image. Tag them by category if you want. Clients download whatever they need from the portal whenever they need it. Your inbox stops being a file cabinet.

  • PDFs, images, anything you'd email. All attached to the project, not buried in a thread.
  • Categorize by type (permits, plans, contracts) so the right document is two taps away when an inspector asks.
  • Client-side downloads straight from the portal. No more "can you forward me the permit again?"
Daily Logs · with AI

Walk the site. Snap. Talk. Done.

Open the daily log, tap record, and walk the site. As you talk through what happened, snap photos with the same screen open. Each photo lands in the log right where you took it. Stop recording, AI transcribes the whole thing, and the log is ready to save. One flow, one minute, hands free.

  • Snap photos while you're recording. One screen, both hands free. Each shot drops into the log in real time.
  • AI voice-to-text on the Pro plan. Stop recording, the transcription is waiting for you.
  • Visible in the client portal as a daily project journal. Great clients love seeing it. Difficult clients can't argue with it.

"I walk the site, hit record, snap photos as I go. By the time I'm in the truck, the log's done."

EH
Eric Hayes
Hayes Brothers · Denver, CO

Snap your next photo into the right project.

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