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Is anyone using FieldPulse's photo/documentation requirements effectively?

Josh Mercer

We've been experimenting with making photos mandatory on certain job types, and I'm trying to figure out if we're actually getting better documentation or just creating busywork.

Pro tip: Start with your highest-liability jobs first. For us, that's anything involving water lines or electrical panel work. We set up required photo checkpoints—before, during, after—and it's definitely caught a couple "oh crap" moments before they became customer complaints.

But here's the friction: some of my younger guys are great with it, document everything without being asked. The veterans? Not so much. One of my best techs, 20 years in the field, treats his phone like it's radioactive. He'll take the photos, but they're... not useful. Blurry shots of the general vicinity. Technically compliant, actually worthless.

So I'm curious—how are you actually using photo requirements? Are you seeing quality improvements, or just checkbox compliance? And has anyone found a way to make this feel less like micromanagement to experienced techs who already know what they're doing?

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  • Let me tell you how we do it—we flipped the script and made it about technician protection, not manager oversight.

    We had the same resistance from senior techs. What changed things was framing it as "you're building evidence that you did the job right." When a customer claims three months later that you damaged something, those photos are your insurance policy.

    We also started doing monthly "best documentation" shoutouts with small gift cards. Not huge money, but public recognition matters. Compliance went from 60% to 95% in two months.

    One more thing: we require minimum three photos but leave composition to their judgment. The veterans actually started getting competitive about it—who could tell the best story with three shots.

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  • Let me tell you how we do it—we flipped the script and made it about technician protection, not manager oversight.

    We had the same resistance from senior techs. What changed things was framing it as "you're building evidence that you did the job right." When a customer claims three months later that you damaged something, those photos are your insurance policy.

    We also started doing monthly "best documentation" shoutouts with small gift cards. Not huge money, but public recognition matters. Compliance went from 60% to 95% in two months.

    One more thing: we require minimum three photos but leave composition to their judgment. The veterans actually started getting competitive about it—who could tell the best story with three shots.

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