Keep the shop organized
Keep the photo, form, and signature with the work.
Company library, record-linked files, photos, tags, templates, signatures, and shareable galleries.
Useful to the people doing the work
Where documents and media fits
Office team
Keep shared work organized and easy for the next person to find.
Operations manager
Standardize handoffs and spot work that is waiting on someone.
Administrator
Maintain reliable structure without adding another side system.
See documents and media in Service Opus
How the work moves
A practical way to run this workflow
Keep files, photos, forms, signatures, and reusable documents attached to the records they support.
Who uses it
- Office teams organizing customer, job, quote, invoice, and employee files.
- Technicians capturing field proof and completion photos.
- Managers reviewing documentation for compliance, billing, and disputes.
Set it up right
- Define document categories, naming conventions, retention expectations, and visibility rules.
- Prepare reusable document templates where the same forms are used repeatedly.
- Clarify which attachments belong on customers, jobs, invoices, employees, or agreements.
Run the workflow
- Upload or capture documents from the relevant record whenever possible.
- Add category, description, and related entity context.
- Use templates for recurring forms, letters, certificates, or closeout packets.
- Review photos, signatures, and attachments before billing, warranty, or compliance action.
- Remove or replace outdated files according to company policy.
Do not let this slip
- Files are attached to the correct customer, job, invoice, or employee.
- Document names and categories make search useful.
- Customer-visible files are reviewed before sharing.
- Required proof is present before job closeout or invoice delivery.
What it hands off to
- Jobs and Field Service for photos and proof of work.
- Customers for account documents.
- Templates for reusable document generation.
- Compliance for required certificates and records.
See it with your process
Walk through documents and media using the way your company works today.
No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.