Mark up a photo or PDF on mobile

Add notes directly to a visit photo or uploaded PDF from the mobile app — drawing, text, arrows, boxes, and circles. Technicians can also erase marks, undo or redo changes, and rotate or flip photos before saving.

Where to find it: Mobile app > Visits > open a visit > Files > tap a photo or PDF > Markup photo or Markup PDF

Mark up a photo

1. Open the visit and find the Files section.
2. Tap the photo you want to mark up.
3. Tap Markup photo.
4. Pick a tool and add your marks. Use Undo and Redo if needed.
5. To rotate or flip the photo, open Rotate & Flip, make the change, and choose Done.
6. Tap Save.

The marked-up photo replaces the version shown in Essential, and the original is kept so it can be restored later.

Mark up a PDF

1. Open the visit and find the Files section.
2. Tap the uploaded PDF you want to mark up.
3. Tap Markup PDF. The current page opens directly in the editor.
4. Add drawing, text, arrows, boxes, or circles. Use Undo and Redo if needed.
5. If the PDF has more than one page, use the page arrows in the editor to switch pages and mark up each one — every page you mark saves together.
6. Tap Save.

Rotate and flip aren't offered for PDF pages.

View or restore the original

A photo or PDF that's already been marked up shows Edited.

1. Open the file and tap back into the markup editor.
2. Tap Original to compare it with the edited version.
3. While viewing Original, tap Revert to restore it and remove the marked-up version.

Keep an internet connection while saving. If a save fails, the editor stays open so you can try again without losing your marks.

Related guides

• Add and name photos in the mobile app
• Add files, notes, and access info on mobile
• Open a visit in the mobile app