Help Center · Using AI
Filing job photos
0:44 · captions are built into the video · narrated by Hannah
Filing job photos
Service Biz Pro matches each job photo to the right customer and job for you. You check the matches, approve them, and file them in one click.
Open Photos
- Click Photos in the top menu. (0:04)
- Photo Match (Job Photos) shows photos waiting for review. Each card shows the photo, the best-matching customer and job, the date, and other possible matches.
How matching works
- Each photo is matched automatically using the date and location it was taken. (0:06)
- The name at the top of the card is the best match. (0:13)
- If it's wrong, click one of the Other matches, or type a customer's name in Change customer. (0:16)
Before and After tags
- Photos are tagged Before or After by the time they were taken. (0:20)
- To change it, use the Before/After dropdown on the card. (0:25)
Approve
- Click Approve on a card to accept its match. (0:27)
- To do many at once, tick the photos' checkboxes, then click Use Best Suggestion in the dark toolbar. (0:30)
- Not a job photo? Tick it and click Not a Job Photo. Wrong match entirely? Click Reject.
File the approved photos
- Click File Approved Photos (n). (0:34)
- Photos go straight into each customer's file, ready for before-and-after posts, review requests and the website.