AdenduGive the customer a location first
A close-up of damaged material may be obvious to you while you are standing in front of it. The person reviewing it from a phone may not know which room, wall or fitting they are looking at.
Take a wider photo that establishes the location, then a second photo of the condition that matters. Keep the important area in focus and check the result before leaving the site. One readable detail is more useful than several blurry pictures.
Describe the work, not only the condition
A photo can show a damaged section of trim. It cannot, on its own, say whether your new price includes replacing it, repairing it or repainting the whole window surround.
Add a short written explanation: ‘Replace the damaged lower trim section at the kitchen window and repaint the repaired trim. Full window replacement is excluded.’ Match that wording to the actual work and estimate you intend to provide.
Keep unrelated personal information out
Before sharing, look for faces, family photographs, mail, access codes, vehicle plates or other details that do not help explain the job. Reframe or prepare a suitable copy when necessary, and follow your agreement with the customer about photography.
A private approval link should go only to the intended reviewer. Anyone who has that link may be able to see the record while it remains valid, so treat it as customer information rather than a public portfolio link.
Keep the evidence with the right version
Attach the relevant photos to the record they explain and review them before asking for approval. If the new work changes, preserve the earlier record and make a revision with the updated detail.
For your own archive, keep original files where appropriate. A compressed photo inside a PDF is useful for reading and sharing, but it is not a substitute for an original file when you need the full resolution or original metadata.
- Location photo: where is the work?
- Detail photo: what is the relevant condition?
- Written scope: what exactly will you do?
- Privacy check: is everything shown necessary?
Take it to the next job.
Photos make a scope easier to understand when they show the location and condition, and the written description says what you will actually do.
Try the example workspaceGeneral information from Adendu. Check the requirements and agreements that apply to your own business.