PlanIt Estimating · Customers & Job Details

Add before and after photos and get marketing consent

What does this do?

Before and after photos sit with the quote and the CRM job. With the customer's consent ticked they also go into the Marketing Library, ready to share as a before/after post.

How to use it

  1. Open 1 · Customer Details and scroll to Before & After Photos. Photos link to the quote once it has a reference, so save the customer or add a room first if the panel asks you to.
  2. If the customer agrees, tick Customer is happy for us to use before and after photographs for marketing purposes.
  3. Under 📷 Before Photos, press Take a photo or Upload a photo to add pictures of the floor as it is now.
  4. After fitting, come back to the same job and add the finished floor under ✅ After Photos in the same way.
  5. Tap a photo to open it. From there you can confirm 🛡 Customer consent on that photo if it was not ticked above.
  6. Open Marketing Library in the sidebar to see consented projects and press 📣 Share Before/After when you want to post one.
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Related guides

Do a site survey with photos

The Site Survey page is where you photograph the existing floor, subfloor, doorways, stairs and access before measuring. Every photo links to the quote and follows it into the job, and you can print a summary PDF.

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Share before and after photos of a job

Marketing Library collects the jobs whose before and after photos the customer has agreed you can use. Pick a pair, get a ready-made collage and caption, and share it to social media from your phone or download it on a computer.

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Enter the customer's details (step 1)

Step 1 records who the job is for and where it is. These details flow straight into the quote, the PDF, the customer email and the CRM record, and they save as you type.

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Record the customer's sign-off and issue a completion certificate

Sign-off records that the customer is satisfied with the finished installation and moves the job to Completed. Once there is an after photo you can also produce a completion certificate for the job.

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Get before and after photos from your fitter

Fitters take before and after photos in the app and they land on the sale in your till, tagged BEFORE or AFTER with the time and any note. They upload in the background, even from a house with no signal.

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Track a job from lead to aftercare

Every quote files itself as a job the moment you calculate it. Jobs shows them all by stage, from Lead through Quote Sent, Deposit Paid and Scheduled to Completed and Aftercare, with the quote versions, documents and full history behind each one.

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Questions this guide answers
  • How do I add before and after photos to a job?
  • How do I get the customer's permission to use photos?
  • Where do consented photos go?

Last updated 2026-09-03 · Direct link for this feature