Whether you install solar, service HVAC, run a GC crew, or shape landscapes, the documentation problem is the same: photos pile up, nobody can tell what they show, and the proof you need later is buried. The fix is a workflow simple enough to run on every job.
1. Overview, then detail
Always start with a wide shot of the area, then capture the detail. The overview gives location; the close-up gives proof. One without the other leaves a gap someone has to fill in with a guess.
2. Pin the spot
Drop a pin on the exact spot in the overview and attach the detail photo to it. This is the move that turns a camera roll into documentation, every piece of evidence is anchored to a location instead of floating loose. More on why this matters in Pin the Spot, Not the Whole Photo.
3. Label consistently
Use the same labels every time so your photos line up with how you estimate, invoice, or report. Consistency is what makes a report skimmable for the person on the other end, a client, an inspector, or your own office.
4. Share a report
Generate a report on site and share it as a link or PDF. The job is documented before you've left, and the person who needs it can open it without an account.
That's the whole workflow. It scales from a one-truck operation to a full crew, and it works the same whether you're on a roof, in a crawlspace, or in a backyard. Elevations is built around exactly this flow for roofing, solar, HVAC, general contracting, and landscaping.