How to Manage Photos in Forms and Checklists in Fluix

Iuliia Nesterenko Senior Product Writer
Last Updated

Adding photos to your forms and checklists isn’t just a good idea – it can be a game-changer for your project documentation. 

Why? Because a single picture can clear up confusion, prevent misunderstanding, and help your teams stay on the same page, literally and figuratively. 

One example of a remodeling company using photo documentation the right way is Bath Experts. 

Not only did they manage to standardize project photos and measurement workflows in Fluix, but they also reduced customer revisits by 50%, cutting fuel and labor costs. 

Quoting their co-Founder & VP of Sales at Bath Experts Bob Camire, “We can’t order products without accurate photos and measurements. We use Fluix to verify the information gathered by the sales rep, so we can guarantee that what was sold to the customer will actually fit in their home on installation day.”

You may find the full story here.

How to Manage Photos in Fluix

To fully reap the benefits of photo documentation, Fluix offers a wide range of features that allow you to interact with photos in multiple ways.

Add Images via the App 

With the Fluix app, your field teams can capture images directly on their mobile devices or upload existing photos from a pre-saved gallery. 

Next, they instantly attach them to forms, reports, or checklists. Or, if needed, they can pause, review, and edit before submitting, enhancing the accuracy and completeness of documentation.

An image of adding a photo to a checklist
On a mobile device, you tap an image field and choose the source of photos

Choose Size and Resolution

For big multi-page documents, you can opt for low-resolution images when you need to reduce the overall file size. This way, even extensive documents remain manageable and easy to share. 

This flexibility is especially useful where storage limitations or the need for quick uploads are a concern.

Add Images Offline

You can continue working smoothly on your forms and adding images even offline. This option is beneficial for teams operating in remote areas or under conditions where mobile data or Wi-Fi access is limited. 

Once reconnected, all data and images automatically sync with the system, ensuring nothing is lost and work isn’t interrupted.

Add Multiple Images with Comments

Dynamic forms in Fluix allow you to add more than one image in sequence, making it easier to visually capture different angles or stages of a project. You can also add comments to them, providing context and details. 

An image of adding add multiple photos to the checklist
You can add multiple photos one after another

Add Images as Annotations

In forms without predefined image fields, you can add images as annotations to accurately reflect the job site, or to reference particular objects/tools/machinery.

Aside from documents, you can attach photos to tasks in taskstreams (task-based workflows) for users to review and have a point of reference.

Add Geolocation and Timestamps

GPS tags link a photo to a specific location, aiding in the identification of objects or areas both indoors and outdoors. 

And timestamps can serve as essential markers, recording the exact time and date when a photo was taken. When you deal with long-term projects, where the gap between initial work and later revisions can be substantial, timestamps will help you identify when certain issues arose.

A photo with a timestamp and location details in the checklist
A photo with a timestamp and location details in the checklist

Download Photos for Reporting Purposes

Create Fluix reports with image-based evidence and export them at the touch of a button. The images will be exported as links, available for fast review and download.

How Fluix Customers Manage Photo Documentation

Fluix has proven to boost efficiency in real-world applications. For example, Consolidated Power Projects, a leading player in the construction sector, saw remarkable improvements in their processes after implementing Fluix.

According to Paul Wilson, Project Manager at CPP, “Fluix reduced the average time needed to complete a vehicle inspection checklist, including time to take photos, from 22 minutes to 12.5 minutes—cutting the time almost in half! Additional measurable productivity and quality gains were impressive as well.” 

Read their full story here.

More Reasons Why You Need to Be Adding Photos in Your Documents

To put it short, every photo you add has an impact. Every photo you add is a step toward taking control of your projects, their quality and accountability.

From plans, drawings and sketches to invoices and receipts for purchased materials, photos can make your documentation more clear and actionable.

  • Monitor project progress. Especially in global projects, progress photos help teams working miles apart stay connected and informed.
  • Follow client instructions and use the right materials. Photos in plans and drawings help ensure that the contractor meets quality expectations, and won’t switch to lower-quality materials or cheaper suppliers.
  • Give a clear picture of defects. Photos help differentiate between insignificant flaws that still meet the project requirements and defects that must be addressed in order to complete the project.
  • Inform about fixes made. Once all defects are fixed and corrected, you submit photos as proof. 
  • Save time on both filling-in and reviewing documents. An image can substitute several paragraphs of text. Visuals are also faster and easier to scan and digest contributing to overall construction workflow efficiency.
  • Avoid disputes and litigation. Timestamps and geolocation help you prove when the photo was taken, and when the job was done.
  • Record and learn from the history of previously completed projects. The photos you take could serve as valuable references for your entire team, helping contrast and compare current project progress.
  • Improve onboarding. By adding photos into training manuals and onboarding materials, you create a more engaging and memorable learning experience.
  • Improve product design and development. For teams involved in R&D or product development, documenting each stage with photos helps ensure that everyone understands the evolution of a project.
  • Boost marketing and client presentations. High-quality images captured during a project can be repurposed for marketing materials, case studies, and client presentations.

Last Word

One small way to gain better control over your projects is to incorporate consistent photo documentation into your processes. Without the need to be restricted by cumbersome and outdated paper processes.

And with Fluix, photo management doesn’t require any effort, and the clarity they bring is invaluable. So why not try it today?

Simplify Your Document Management with Fluix

Our team is here to help

Simplify Your Document Management with Fluix

Our team is here to help