Energy services managers keep field photo projects linked to service records

Energy services managers lose project context when new locations are added, causing crews to rework and records to miss photos. Attach a project link to the service record for instant context.

Energy services managers keep field photo projects linked to service records

Overview

When location records arrive without photo projects, crews rework and office records lose visual context, putting service quality at risk. This workflow creates a field photo project and pins its link to the customer's record, ensuring crews and dispatch start with the same visual context. Operations leaders get faster handoffs and far fewer missed project references, protecting field efficiency and customer satisfaction.

Notable Features

  • Create linked field photo projects
  • Attach project link to service record
  • Notify crews and dispatch instantly

Energy services managers keep field photo projects linked to service records