Job To-dos give your team the power to customize your Work Orders so the tasks you assign your technicians are completed and recorded within ServiceBridge. This article shows the many ways you can use To-dos — how to add them to your Work Orders and Job Templates, and how to edit and record this information on the web and mobile apps.
A To-Do can now be a Photo To-Do that guides a technician to capture a required set of photos, so you get consistent, verifiable proof of work done on every job.
Creating To-Dos
To create To-dos, go to Job Settings.
Click the Settings (gear) icon in the upper-right corner and select Jobs.
The fourth section, Job To-dos, is where you create new To-dos and edit existing ones.
Click + Add new to open the Add To-do dialog.
To-do fields
To-do — the name of your To-do (required). Choose a name that best describes what the technician needs to complete.
Default description — an optional longer description with important details so the technician knows exactly what’s expected.
Input Type — choose Standard (a checklist item the technician marks complete) or Photo (a guided photo capture — see Photo To-dos below).
Required by Default — makes the To-do required. If selected, the technician cannot finish the Work Order until this task is marked complete or ‘Cannot Do’.
Photo To-dos
A Photo To-do tells the technician exactly which photos to capture and how many, so required proof of work is collected consistently on every job.
Setting up a Photo To-Do
Set Input Type to Photo.
Add one or more Photo Types, each with a Minimum count. Photo Types are Before, After, Private, and Recommended. For example, require 2 Before and 3 After. Use + Add photo type to add a row, or the ‘×’ to remove one.
Use the Default description to tell the technician what to shoot (for example, “Shoot the full coil face, both return corners, and the disconnect nameplate.”).
Turn on Required by Default so the minimum photos for each type must be captured (or a can’t-capture reason recorded) before the job can be finished.
Turn on Display on Job Print View to include the captured photos on the printed job.
Photo Types: Before and After document the transformation of the work.
See Setting Up Photo To-Dos for additional details.
Adding To-Dos to Work Orders
When you create or edit a Work Order, use the To-do List section under Products & Services. Click + Add new and pick any To-do you’ve created — or create a new one on the fly without leaving the Work Order.
Mark any To-do as Required by checking the box to the right of it.
Click the check mark on the right to confirm each To-do you add. Click ‘×’ to remove one.
Drag and drop To-dos to organize the order they appear in.
Mark To-dos complete on the desktop by checking the box on the right; hover over a To-do to Edit or Delete it.
Complete a To-do as Can’t do when a task isn’t possible. You’ll be required to record the reason it can’t be completed.
Photo To-dos show their photo types and a required-photo count, so you can see at a glance how much proof each job requires.
Adding To-Dos to Job Templates
You can add To-dos to any Job Template so they’re included automatically on commonly created Work Orders. In Job Settings, create or edit a Job Template and use the Job To-do List section under Products & Services, the same way you add To-dos to a Work Order.
Default Before/After photo To-dos can be seeded automatically, so basic proof-of-work capture is in place without any setup.
To-Dos on the Mobile App
📝 Note: Make sure you’re on the latest version of ServiceBridge.
Open a Work Order that has To-dos and tap To-dos at the bottom of your device. The technician checks items off as the work is completed.
Guided Photo Capture & Photos
On the Work Order, the Photos tab is a media library for that job, with two views selected by a segmented control:
To-dos — the guided list of shots to capture.
Library — all photos captured on the Work Order.
There are two ways to capture:
Guided: tap a Photo To-do, then capture — the photo’s type is already set by the To-do. Save returns you to the list so you can move to the next To-do.
Standard capture: use Capture, then assign the photo type on the Note action after taking it.
The list shows live progress — for example, “Required proof · 2 of 5” with the number still missing. Each row shows its state: done, required, flagged, or a pending Before/After pairing. Required shots can be captured in any order — the order is organizational only and is never a gate.
Before & After (Ghost Overlay)
When you capture the “after” shot, a faint Ghost Overlay of the “before” photo appears on the camera so you can line up the same angle for a clean, comparable pair. You can create pairs from the feed, choose an “after” directly from a “before,” capture multiple areas at once and match them into pairs, and compare a pair after capture.
Notes, Labels & Markup
On the review screen, you can add a note, a label, and markup (arrows, circles, text), and reassign a photo to a different To-do. If you retake a photo, your notes and labels are kept — only the markup resets.
Can’t capture a required photo?
If a required photo isn’t possible, use the can’t-capture flag and choose a reason. You can then finish the job, and the flagged exception is stored on the record for the office to review. Media captured with poor signal is added to an upload queue and sent when connectivity allows.
Workflow Preferences
You can force users to complete To-dos before they can finish or complete jobs. This setting is in Company Settings — open Preferences and scroll to Workflow Preferences. Select the checkbox to enable it.
With Photo To-dos, “complete” means the minimum number of photos for each photo type has been captured (or a can’t-capture reason recorded) before the job can be finished.