How to Link Photos to a Job

This guide explains how to add a photo reference to a job using a shared link, so technicians can easily view important details (like customer preferences or hidden items) directly from their phones.

1. Add a Note in Customer Preferences

1. Open the job file.

2. Under Customer Preferences, enter a clear instruction.

   • Example: “Make sure master bedroom pillows are arranged exactly like in the photo.”

3. This tells technicians what to look for when viewing the image.

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2. Upload the Photo to Google Drive and Copy the Share Link

1. Open your company’s Google Drive.

2. Create a folder (example: Customer Photos).

3. Create a subfolder with the customer’s name.

4. Upload the photo to that folder.

5. Set the sharing permission to Anyone with the link can view.

6. Copy the shareable link.

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3. Paste the Link into the Job File

1. Return to the cleaning software.

2. Paste the photo link into the job notes or customer preferences.

3. Save the job.

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4. Assign the Job

1. Assign the job as normal from the schedule.

2. Once assigned, technicians will have access to the photo link on their mobile devices.

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Notes

• Photos are not uploaded directly into the cleaning software.

• Using links keeps the system clean and avoids storage issues.

• This method works for:

  • Customer preferences

  • Access instructions

  • Special requests

• Always confirm the link is set to view-only access.