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Add and name photos in the mobile app

Technicians can add one photo or select several photos from a visit. The batch Review photos screen appears only when more than one photo is selected and shows every photo and its name together before saving.

Where to find it: Mobile app > Visits > open a visit > Files > Add

Before you start

An admin can choose whether technicians must enter a name for every photo:

  1. In the web app, go to Settings > Technician App > General.

  2. Under Photo uploads, turn Require photo names on or off.

  3. Select Save.

When the setting is on, a technician must enter a name before a photo can be saved. When it is off, Essential starts with the image's original filename. The technician can keep that filename, replace it, or clear the field and let Essential use the original filename when saving.

This setting applies to job, property, and asset group photos. File names for documents are still required.

Add one photo

  1. Open the visit and find the Files section.

  2. Select the Job Files or Property Files tab, then tap Add.

  3. Tap Take Photo to use the camera, or Select Photos to choose from the photo library.

  4. Enter or edit the Photo Name when needed. Use the X in the field to clear the current name.

  5. Choose whether to save the photo as a job file or property file, then tap Save.

Add several photos at once

  1. In the attachment screen, tap Select Photos.

  2. Select the photos in the device's photo library and confirm the selection.

  3. On Review photos, check each preview and edit its name as needed.

  4. To remove a photo from the upload, tap the X on its preview.

  5. Tap Save [number] photo or Save [number] photos. The button uses the singular or plural label that matches how many photos will be saved.

If photo names are required, the save button becomes available after every selected photo has a name. If names are optional, no editing is required.

If only part of a batch succeeds, Review photos keeps the remaining photos so you can retry without duplicating the completed uploads.

Rename an uploaded photo

  1. Reconnect, then open an editable uploaded photo from the visit's files.

  2. Tap Edit filename.

  3. Enter the new name and tap Save.

Edit filename is not available in read-only historical job or visit views, or for a property photo uploaded by another user. Renaming changes the display filename; it does not replace the photo.

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