Photo To-dos let you require specific photos on a job and guide your technicians to capture them in the field. Create a Photo To-do once, then add it to Work Orders, Estimates, and Job Templates. You can also require Photo To-dos to be completed before a job can be finished.
This article covers how to create and manage Photo To-dos in ServiceBridge Web.
Before You Begin
Where to find it: Settings (gear icon) > Jobs > To-do Items
Permissions: To create and edit To-do Items, you need Modify access or higher to Job Settings. If you can’t see Jobs in the Settings menu, or you can see it but can’t make changes, ask your admin to update your access.
Access level | What you can do |
None | Jobs doesn’t appear in the Settings menu. |
Read | View Job Settings, but not make changes. |
Modify | View and edit Job Settings, and save changes. |
Delete | Full access to the Job Settings page. Usually only admins have this. |
Creating a Photo To-do
Click the Settings (gear) icon in the upper-right corner, then select Jobs.
In the To-do Items section, click + Add new.
The Add To-do window opens.
Enter a Display Name (up to 60 characters). For example, "Photograph condenser coil."
Set Input Type to Photo.
Add one or more Photo Types and enter a Minimum for each. For example, 2 Before photos and 3 After photos.
To add another photo type, click + Add photo type. To remove one, click the X.
Each photo type helps technicians sort job photos by purpose:
Before: Shows what the area or equipment looks like before any work starts.
After: Shows the finished work so customers can see the difference. These photos also serve as proof of what was done.
Private: For photos you don’t want to share with the customer. Only ServiceBridge users can see them.
Recommended: Shows possible work that isn’t on the current work order or estimate yet.
If technicians must take photos of a type before finishing the job, set Required by Default to Yes. If they can’t take the photos, they’ll need to record a reason before closing out.
(Optional) Enter a Default description to tell technicians what to photograph.
Set Required by Default to Yes if technicians must capture these photos, or record a reason they can't, before finishing the job.
Note: With Required by Default on, the photo to-do is already marked as required whenever you add it to a work order, estimate, or Job Template, so you don’t have to set it each time. This setting works on its own and doesn’t depend on your Workflow Preferences.
Set Display on Job Print View to Yes to include captured photos on the printed job.
📝 Note: This setting is off by default, so photos won’t show on the printed job until you turn it on.
Click Save.
Adding a Photo To-Do to a Work Order or Estimate
Open or create a Work Order or Estimate and go to the To-do List section under Products & Services.
Click + Add new and select your Photo To-Do.
✅ Tip: Don’t see the Photo To-Do you need? You can create one without leaving the work order or estimate:Click + Add new.
Click the Select a To-Do drop-down.
In the bottom-left corner of the list, click Create New To-Do.
To make the To-Do mandatory, select Required, then click the check mark to confirm to the right.
To change the order of your to-dos, drag and drop them.
In the To-do List section, click Save.
📝 Note: The work order saves these changes automatically, so you don’t need to save it separately. This only applies when no edit dialog is open on the work order.
Adding a Photo To-do to a Job Template
Go to Settings > Jobs > Job Templates, then open or create a template.
In the Job To-do List section under Products & Services, click + Add new, then select your Photo To-do.
If technicians must complete this to-do, mark it Required, the same way you would on a work order.a
✅ Tip: If Required by Default is turned on for this Photo To-do, it’s already marked as required when you add it to the template.
Click Save.
Each Work Order created from this template will include the Photo To-do automatically.
Editing or Deleting a Photo To-do
Go to Settings > Jobs > To-do Items.
Hover over a To-do to see the Edit and Delete options.
Make your changes, then click Save.
Editing a To-doClick the pencil icon next to the to-do.
Make your changes, then click Save.
Deleting a To-do
Click the trash can icon next to the to-do.
Click Save.
📝 Note: Edits and deletions only apply where you make them:
Work order or estimate: Changes only affect that work order or estimate.
Job Template: Changes only apply to work orders and estimates created after you save the template. Existing work orders and estimates aren’t affected.
Requiring Photo To-dos Before a Job Can Be Finished
Go to Company Settings > Preferences > Workflow Preferences.
In the top-right corner, click your initials.
Under Settings, click Company.
On the Company Settings page, open the Preferences section.
Under Workflow Preferences, click Edit.
Select the Force Completion of Required To-Dos checkbox to require To-Dos before users can finish or complete jobs.
Click Save.
📝 Note: For Photo To-dos, a To-do is complete when the minimum number of photos is captured for each photo type, or when the technician records a reason the photos can't be captured.
Related Articles > Capturing Photos on an Estimate or Work Order