Module 4: Admin Scheduler - Upload and Manage Site Photos Guide

Step 1 - Select your Job Module

Click the Job Module to open the project details.

• Navigate to the specific job module you want to add site photos
• Displays project information, contact details, and all related modules
• Prepares the system for photo uploads

Step 2 - Click Site Photos

Click "Site Photos" in the side bar to begin adding images to your job.

• Open the Site Photos section for the selected job
• Displays all previously uploaded photos
• Shows photo management options and upload interface
• Lists photos by date uploaded.

Step 3 - Select Photos Upload Area

Click "Drag 'n' drop" photos, or click to choose images from your device.

Upload Methods include:

Supported Formats:

• JPG/JPEG
• PNG
• Other standard image formats

Details:

• Multiple photos can be uploaded at once
• Photos appear in the gallery once uploaded
• Uploaded photos are listed in the Site Photos section

Step 4 - Enable Individual Images

To label individual photos, click on the images to select it and enable it for labeling or editing.

Details:

• Clicking on an image displays it in colour 
• Shows individual photo selection interface
• Allows you to label or edit specific photos
• Greyed out images are disabled until you enable them

Step 5 - Enable Individual Images

To label individual photos, click on the images to select it and enable it for labeling or editing.

Details:

• Clicking on an image displays it in colour 
• Shows individual photo selection interface
• Allows you to label or edit specific photos
• Greyed out images are disabled until you enable them

Step 6 - Label Images

Click "the image" to choose a particular image for labeling or editing

Details:

• Opens the image labeling interface 
• Allow you to add descriptive names to photos
• Displays the selected image with editing options
• Shows available photos to label 

Step 8 - Confirm Image Labeling

Click "here" to confirm the label you entered for the images. Press "save" to finalise.

Details:

• Confirms the label has been applied 
• Saves the image label in the system
• Updates the image metadata
• The labeled image is ready for use in reports

Step 9 - Create PDF Photo Schedule

Click "Forms" to access the forms management area within the job.

Details:

• Open the Form section where you can create photo schedules
• Displays available form templates and options
• Allows you to build forms with images

Step 10 - Create New Form

Click "New Form" to start building a new form for your job.

Details:

• Open the Form creation interface
• Shows template options and customization settings 
• Allows you to create custom forms.

Step 11 - Open Form Options

Click "form template" to select a template for your form

Details:

• Displays available form templates 
• Allows you to choose a pre-designed template
• Templates can be customised for your needs

Step 12 - Select Photo Schedule

Click "Photo Schedule" to create a PDF photo schedule.

Details:

• Select the Photo Schedule template
• Opens options for configuring the schedule
• Displays available photo schedule formats 

Available Options:

• Electrical Report 
• Roof Report
• QBCC Level 2 Contract
• Photo Schedule

Step 13 - Add Images

Click in the content area to position where you want photos inserted in the document.

Details:

• Click the position where you'd like photos to appear
• Allows you to customise photo placement
• Multiple photos can be added to different sections.

Step 14 - Add Images to the Form

Click the "plus" button to open the menu for additional options.

Details:

• Opens additional menu options for form customisation
• Allows you to insert images and other content
• Provides formatting and layout options.

Step 15 - Click Photo Tab

Click to open the link to site photos saved on this job.

Details:

• Displays all available photos from the Site Photos section
• Shows labeled and enabled photos
• Allows you to select which photos to include
• Photos can be previewed before insertion

Step 16 - Select Images

Click to select the images to show on your form

Details:

• Click on photos to select them for the schedule
• Selected photos are highlighted
• Multiple photos can be selected for the schedule
• Click "Next" to proceed

Step 17 - Select Images

Click to select the images to show on your form

Details:

• Click on photos to select them for the schedule
• Selected photos are highlighted
• Multiple photos can be selected for the schedule
• Click "Next" to proceed

Step 18 - Select Size

Click "normal or small" to set the size of the images displayed.

Size Options

• Normal: Standard photo size
• Small: Reduced photo size
• Single Columns: can be selected for the schedule
• Double Column: 
• Show Descriptions: 

Details

• Choose the layout that best fits your report
• Size selection affects how photos appear in the PDF
• Column options determine photo arrangement

Step 18 - Select Column Layout

Click "single or double columns" to select the preferred layout.

Column Options:

• Single Column
• Double Column
• Show Description

Additional Options:

• Include photo description/labels
• Choose 
• Column options determine photo arrangement

Step 19 - Insert Photos into Form

Click "insert photos" to add the selected images to the current form or section.

Details:

• Adds the selected photos to the form layout
• Photo are arranged according to your layout choices
• Images appear in the form preview
• You can continue adding more photos to different sections

Step 20 - Save Configuration Changes

Click "save" to save all your configuration changes for the form.

Details:

• Saves the form layout and photo selections 
• All changes are applied to the form
• The form is now ready for preview or PDF generation

Step 21 - Preview Form

Click "preview" to review the form before finalising.

Details:

• Shows how the form will appear in the final PDF
• Allows you to verify photo placement and layout
• Check for any adjustments needed before generating the PDF

Step 22: Generate PDF Report

Click "generate PDF" to create the completed photo schedule

Details:

• Creates the final PDF document
• The photo schedule is now available in your documents folder
• PDF includes all selected photos with their labels
• You can download, email, or print the schedule.

Summary

Photo Management Workflow:

Upload and Organisation:

• Upload site photos to the Site Photos section
• Enable photos for use in reports
• Label individual photos for identification

Form Creation:

• Create custom photo schedule forms
• Select photos to include
• Configure layout and size preferences
• Choose between single or double column layouts

PDF Generation:

• Preview the form before generating PDF
• Generate the final photo schedule PDF
• Schedule is saved in the Documents folder
• Can be shared with clients and team members

Key Points to Remember:

• Always enable photos before using them in forms
• Label photos clearly for easy identification
• Choose appropriate layout for your needs
• Preview before generating final PDF
• Save changes frequently during form creation
• Generate PDFs are stored in the Documents section

👇Recap

• You've learned how to upload, enable, and label site photos for a job.
• You've built a new form using the Photo Schedule template and inserted photos at a chosen position.
• You've configured the layout: size, columns, descriptions and generated the finished PDF.

FAQ

Do I need to enable a photo before I can use it in a form? Yes, photos appear greyed out and unusable until they've been enabled, either individually or all at once via Enable All.

Can I choose which photos go into a photo schedule, or does it include everything? You choose the Select Photos step lets you pick specific images for that form, and you can add more from other sections as needed.

What layout options are available for the photo schedule? You can choose Normal or Small photo sizing, Single or Double column layout, and optionally show the labels you gave each photo as descriptions underneath.

Where does the finished PDF go once I generate it? It's saved automatically to the job's Documents folder, where it can be downloaded, emailed, or printed.