Module 4: Project Coordinator - Upload and Manage Site Photos

Step 1: Open the Job Module

Click the module tab for the job you're working on (for example, Assessment BU01).

Details:

• A job can have several modules open at once, shown as tabs along the top
• Each module keeps its own set of Site Photos, Forms, and Documents

Step 2: Open Site Photos and Start an Upload

In the module's left-hand menu, click Site Photos, then click Upload Site Photos.

Details:

• Sits among the module's other sections, alongside Site Forms, Estimates, and Documents
• The number next to Site Photos in the menu reflects how many photos are already on the job

Step 3: Select Photos to Upload

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

Details:

• Newly uploaded photos appear greyed out until they're enabled
• Photos are grouped by the date and person who uploaded them (for example, "Loop Admin, Thursday, January 22nd 2026")

Step 4: Enable the Photos

Click Enable All to activate every photo in the batch, then click Save.

Details:

• Enabled photos display in full colour; disabled ones stay greyed out
• Disable All appears in the same spot once photos are enabled, letting you reverse the action if needed

Step 5: Label Individual Photos

Click a photo to select it, then click its label field (shown as "Label Image" or the existing filename) and type a description.

Details:

• A selected photo displays in colour so you can see exactly which one you're labelling
• Click the checkmark/save icon to confirm your changes

Step 6: Open Forms and Start a New Form

Click Forms in the left-hand menu, then click New Form.

Details:

• If no forms exist yet for the job, the screen shows "No Forms for this job"
• Opens the New Job Form dialog with a Form Template field and a Reference field

Step 7: Select the Photo Schedule Template

Click the Form Template field, then select Photo Schedule from the list.

Details:

• Other templates available in this list include Assessment Report, Electrical Report, Initial Triage, QBCC Level 1 Contract, QBCC Level 2 Contract, and Roof Report
• Click Create to generate the new form

Step 8: Add Images to the Form

Position your cursor in the Photo Schedule section, click the image icon in the toolbar, then click the photo tab to link to the job's site photos.

Details:

• The image icon sits alongside text formatting options in the form's editing toolbar
• Opens a selection screen listing the site photos already uploaded and enabled on the job

Step 9: Select Images and Configure the Layout

Tick the photos you want to include, then choose a size (Small or Normal) and column layout (Single Column or Double Column), with the option to Show Descriptions.

Details:

• Selected photos preview in the layout exactly as they'll appear in the final document

• Click Insert Photos once you're happy with the layout

Step 10: Save and Generate the PDF

Click Save to confirm the form's changes, then click Generate PDF.

Details:

• Other options on the form's toolbar include Preview, Clone, and Delete

• The completed photo schedule becomes available in the job's Documents folder

Summary

Key Site Photos Steps:

Uploading and Enabling:

• Open Site Photos in the module, then Upload Site Photos and select your images

• Click Enable All and Save to activate the uploaded batch

  
  

Labelling:

• Click a photo to select it, then edit its label and save

  
  

Building the Photo Schedule:

• Open Forms, start a New Form, and choose the Photo Schedule template
• Add images, select them, configure the size and layout, and Insert Photos

• Save the form, then Generate PDF

  
  

Key Points to Remember:

• Photos stay greyed out until enabled — Enable All and Save activates the whole batch at once
• The Photo Schedule template pulls directly from the job's enabled site photos, so labelling and enabling comes first
• Layout options like size, columns, and descriptions are all set before the photos are inserted into the form

👇Recap

• You've learned how to upload and enable a batch of site photos for a job.
• You've labelled individual photos and created a new Photo Schedule form.
• You've selected photos, configured the layout, and generated the completed PDF.

FAQ

Where do I upload site photos for a job? Open the job's module, click Site Photos in the left-hand menu, then click Upload Site Photos.

Why are my newly uploaded photos greyed out? They need to be enabled first. Click Enable All, then Save, to activate them.

How do I get my site photos into a document? Create a New Form using the Photo Schedule template under Forms, insert the photos you want, then Generate PDF.

Can I choose how many photos appear per row in the Photo Schedule? Yes, the Configure Layout screen lets you choose Single Column or Double Column, along with Small or Normal sizing.