Assign work to contractors and get job photos

Once someone is an assignable stakeholder, you can put them on the actual work: work orders and tasks. Only stakeholders whose type has Assignable to work switched on can be assigned — a plain contact never can, which keeps your crew list clean.

Assigning a work order or task

Open a work order (from its opportunity) or a task, and use the Stakeholders field to assign one or more contractors. Only assignable stakeholders appear in the picker. When you assign a work order, it's automatically shared into that contractor's portal, so it shows up in their Work Orders tab straight away; assigned tasks appear in their My Tasks tab.

Job photos from the field

Each work order in the contractor's portal has a Photos section, split into a separate bucket for each of your file tags. Every workspace starts with Before and After, so the contractor taps Add under the right heading and the photo is filed correctly the moment it's taken, straight from their phone.

Those photos appear on the same work order back in your workspace, on the opportunity, under the same headings — so your office gets a sorted before-and-after record without a single email or text, and without anyone sorting photos by hand. Anything uploaded without a bucket lands under Other, and you can tag it afterwards from https://app.trustpager.com/content/files.

To change the buckets your crew sees, edit the File Tags card at the bottom of https://app.trustpager.com/content/files. See How to Manage Files for how tags work across the rest of your files.

When a report has no room for a photo

A report template shows a set number of photos in each photo section, for example the first 4 Before photos. If a contractor adds a photo past that number, the upload still goes through and the photo stays on the job, and they see a short note under that bucket saying which report shows how many. That way nobody assumes a photo made it into the report when it didn't.

The number comes straight from your templates, so raising a photo section's limit at https://app.trustpager.com/content/documents changes the note with it.

Photos are private: they're stored securely and only ever shown to the contractor on their own job and to your team, never on a public link.

To give a contractor a portal in the first place, see Contractor portals.