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Share photos, videos and technician notes on the status page

Add inspection photos and short videos to a repair order, choose which ones the customer sees, write technician notes, and set the pick-up hours.

For
Service advisorOwnerTechnician
Hosting
Any hosting
Devices
All devices
Business
Repair shop

Checked against Pop Dispatch 0.1.0

A photo of a worn part and a sentence from your technician answer the question "why does this cost that much" before the customer asks. You choose what the customer sees, one file at a time.

Before you start #

  • You need the owner, manager, advisor or technician role to share files and notes. Only the owner or a manager sets the shop hours.
  • Make a status link for the order first (see repair-status-page).

Steps #

  1. Add a file to the order. A photo can be JPEG, PNG or WebP up to 10 MB. A video can be MP4 or WebM up to 50 MB. Add a note to say what the file shows. Files you add this way start hidden unless you ask to share them at once.
  2. Open the list of the order's photos and videos. It includes the photos taken in the order's inspection. Each row shows the note and whether the customer sees it.
  3. Switch on Customer sees this for the files to share. Switch it off to hide a file again. Edit the note at any time; the customer sees the new wording.
  4. Write technician notes for the customer. Each note shows with the technician's name. Remove a note and it leaves the page.
  5. Open Settings, Pick-up hours and type your hours, for example "Monday to Friday, 8 am to 5 pm". The address and phone come from your business settings. The page shows all three under Pick-up.
Technical details
  • Routes (Shop group): POST /shop/orders/:id/status-media (multipart, files in files[], optional note, optional customer_visible), GET /shop/orders/:id/status-media, PATCH /shop/orders/:id/status-media/:file (customer_visible, note), GET and POST /shop/orders/:id/tech-notes, DELETE /shop/orders/:id/tech-notes/:note.
  • Pick-up hours: GET and PATCH /settings/pickup-hours (owner and manager change it). Up to 250 characters.
  • A file is judged by its content, not its name. Files count towards the business's storage quota.
  • A customer opens a shared file only through that order's own status link.

If something goes wrong #

  • "Photos can be up to 10 MB each" or "Videos can be up to 50 MB each": shrink the file and add it again.
  • "Only JPEG, PNG or WebP photos are accepted": convert the picture, or add an MP4 or WebM for video.
  • A file seems missing on the page: check that Customer sees this is on and the customer opened a link for this order.