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Notes and photos on a job

Open this in Talisk HQ

Notes and photos on a job

Some things are worth writing down while you are standing there. The meter reading. Which wall was already wet before you started. What the customer actually asked for, in their words.

Open a job on your phone and you will see Photo and Note beside Hours, Receipt and Mileage. Both save straight to that job.

Adding one

Tap Note, type what happened, and save.

Tap Photo to take one with the camera or pick one from your camera roll. You can add a few words with it, which is usually worth doing. "Before we started" turns a picture into evidence.

Everything you add shows under Notes and photos on the job, newest first.

If you are somewhere with no signal

Save it anyway. TALISK_HQ keeps it on your phone and sends it the moment you have a connection again, the same as hours, mileage and receipts. You do not have to remember to come back to it.

A note is not a receipt

This is the one thing worth being clear about. A note or a photo is a record of what happened; it never becomes a cost, never lands on an invoice, and never changes your books. If you are photographing something you PAID for, use Receipt instead. That is the one that reads the amount and turns it into a bill.

Photographing the receipt as a note is not wrong, it just does not do anything with the money.

Removing one

Open the job, find it in the timeline, and choose Delete. It goes immediately and does not go to a bin.

Who can see them

The same people who can see the job. A note belongs to one set of books, and a bookkeeper you have invited into a different set never sees it.

Your notes are encrypted, which has one consequence worth knowing: you cannot search inside them. TALISK_HQ cannot read them either, which is the point.

Good to know: A note and a photo are a RECORD, not money. They never become a cost, never appear on an invoice, and never touch your books, a receipt still goes through Scan, which is what turns a photo into a bill. Notes live on the job they were captured against and move with it; there is no way to file one against a job in a different set of books. You cannot search inside a note: the words are encrypted, so Talisk itself cannot read them to build an index. Photos are capped at 10 MB each and must be a real image (PNG, JPEG, WebP or GIF). Adding notes and photos is a phone job; on a computer you can read the timeline but not add to it.