Before and after photos
Save against the job, not the camera roll. Useful for warranty questions, insurance and showing future customers.
Tradie job notes and photo system — capture the right information without the evening admin
What to capture
Job information worth recording on every job
Site access and customer notes
Gate codes, pet on site, access times, customer preferences. Notes like these save a callback before the next visit.
Materials and quantities
What was used, how much, where sourced. Faster repeat quotes and easier invoicing.
What was done and discussed
A brief summary of the job outcome and any customer commitments. Avoids disputes and helps with warranty.
Follow-up tasks
Part on order, inspection booked, warranty check due. Keep unfinished items visible so nothing slips.
Common questions
Frequently asked questions
A shared folder in Google Drive or Dropbox, named by customer and date, with photos and a short text note. Simple, searchable and free.
Once you have more than four or five concurrent jobs, job management software like ServiceM8 or Tradify helps. For smaller volume, a folder system and a CRM is enough.
Yes. AI can turn rough notes or voice messages into a cleaner job summary. Always review before filing.
Keep records for at least two to three years for warranty and dispute purposes. Some trades require longer under licensing rules.
Related links
Helpful next steps
Tradie admin cluster
More help for small trade businesses
Hub
Tradie Business Systems Hub
Start here for missed calls, quote follow-up, job notes and simple admin systems.
Guides
Tradie Admin Guides
Plain-English guides for AI, CRM, lead tracking, job notes and safer automation.
Tools
Free Tradie Tools
Use quick checkers and template generators before changing your workflow.
Case studies
Tradie Systems Case Studies
See practical examples for plumbers, electricians, builders, cleaners and landscapers.
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Related support
Core services that support tradie systems
These tradie pages connect back to our main small-business services, so you can move from one admin problem to the right practical support.