Add Project notes and photos

Use Project notes for what happened, what needs checking and information the next person needs. Add images to the Project’s files so they stay with the work across Visits.

1. Add a note

1. Open the Project and choose Notes.
2. Choose Add note.
3. Enter a title and write the note.
4. Check Visibility. Choose Team to share it with permitted colleagues or Only me to keep it private.
5. Let the changes save before closing the editor.

For example: “Replacement valve fitted in the utility room. Pressure test passed; heating-cycle check remains.”

2. Add images or other files

1. Open Files, using the additional sections menu if needed.
2. Choose Upload files.
3. Drop the files into the upload window or choose them from your device.
4. Choose Upload files and wait for the result.
5. Open the saved image or file to check it.

Use filenames that make the location or detail clear. For taking photos in the installed phone app, follow mobile photos.

3. Correct a record

Open a note to edit it. Use Delete note only when you intend to remove it and review the confirmation. File removal is separate from changing a note.

If saving fails

Keep the editor or upload window open and use Try again. Check whether the item already appears on the Project before adding it again. A selected file is not proof that the upload completed.