Capture photos and roof details on your phone

Before you record

• Record on a real phone (screen recording) with a test job open. Have a few sample photos in the library.
• Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

The viewer is assumed to have: The job already exists; You are logged in on your phone.

Shot list

Narration, in order

1. 0. Intro: Capture photos and roof details on your phone

   0:00 · 20s

   Title card, then the first screen of the lesson.

   This one is for the field. We are on a phone, standing in front of a house, and we will have photos and roof details on the job in two minutes.

2. 1. Open Add photos

   0:20 · 43s

   On the job page tap "Add photos" (or "Take photos" in the Photos tab on a phone).

   From the job, tap Add photos. Two big buttons: shoot a new photo, or pick from the phone's library.

   Show before cutting: A screen headed "Add photos" with a "‹ Back to job" link, the customer and address, and two big buttons: "Take photo" and "From library".

3. 2. Shoot or pick photos

   1:03 · 43s

   Tap "Take photo" to open the rear camera, shoot, and repeat. Or tap "From library" and select several at once.

   Shoot the overview, the damage, the flashing, the gutters. Each one drops into the queue below.

   Show before cutting: The queue reads "N photos ready" with a thumbnail per photo and a remove button on each.

4. 3. Tag the photos

   1:46 · 43s

   Use "Tag untagged as…" to tag everything at once, or tap a single photo and answer "What does this photo show?" with a quick tag: Overview, Damage, Shingles, Flashing, Gutters, Vents, Attic or Interior / leak.

   Tag them now while you remember what you shot. Bulk-tag the overviews, then tap the damage shots individually.

   Show before cutting: Each thumbnail shows its tag.

5. 4. Record roof details

   2:29 · 43s

   Under "Roof details" choose the Roof type (Asphalt shingle, Metal, Tile, Flat / TPO, Wood shake, Slate, Other), the Pitch (Flat, 2/12 to 10/12, 12/12+) and Layers to tear off (1, 2, 3+). Type anything the estimator needs in "Notes for the quote".

   Then the three things every estimator asks: what is on the roof, how steep, and how many layers come off. Add notes for anything else.

   Show before cutting: Notes accept up to 3500 characters.

6. 5. Save to the job

   3:12 · 43s

   Tap "Save to job" in the sticky footer. Wait for the status text to finish.

   Save to job. Photos upload three at a time, the roof details become a note, and the job slides to Inspected on the board without anyone touching it.

   Show before cutting: A "Saved to the job" banner appears. The roof details and notes become a job note, and the job moves to Inspected.

7. 6. Recap & next lesson

   3:55 · 15s

   Hold on the finished result, then the end card.

   Photos saved, job inspected. Back in the office, the estimator already has everything they need. Next: notes and the activity timeline.