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Running Your Business

Photo Documentation on Site for Tradies

Customer claims you damaged something pre-existing and you have no proof of site condition before you started.

Customer claims you damaged something pre-existing and you have no proof of site condition before you started. Photos protect against false claims, support warranty decisions, and market your work. None of this requires an MBA — just a few changes you can stick to between jobs.

Why this problem sticks around

Customer claims you damaged something pre-existing and you have no proof of site condition before you started.

If you are a tradies owner, you already know the craft. The friction is everything around it: enquiries going cold, quotes sitting in draft, jobs overlapping, and admin eating your evenings. Photos protect against false claims, support warranty decisions, and market your work.

Left unchecked, this costs you booked jobs, slower payments, and the Sunday-night admin sessions nobody signed up for. Fixing it is less about working harder and more about removing friction from the parts customers never see.

What actually works in practice

Before photos on arrival, progress photos on multi-day jobs, after photos on completion, compliance docs photographed. Store against job record in CRM. Takes two minutes.

Treat this like a job, not a New Year's resolution. Block 30 minutes weekly to review pipeline, cash, and what slipped through the cracks. Small course corrections beat annual panic.

You do not need to rebuild your entire business this week. Start with the first step below, run it on your next job, and adjust from there.

A practical approach you can start this week

1. Photograph site condition before starting work

Existing damage, access paths, adjacent property — dated photos.

2. Document hidden conditions discovered during work

Rotten timber behind wall, asbestos suspicion — photo before proceeding.

3. Capture completed work and compliance certificates

Finished work, test results, compliance stickers — proof of standard.

4. Store photos linked to customer job record

CRM attachment — retrieve for warranty dispute six months later.

Quick tips for busy tradies

  • Include date-visible reference where possible
  • Customer permission for marketing use separate from documentation
  • Wide shot and close-up for context
  • Train team — photos non-negotiable not optional
  • Cloud backup — phone loss doesn't lose evidence

Common mistakes to avoid

  • No before photos — cannot disprove damage claims
  • Photos on personal phone never backed up or linked to job
  • Marketing-only photos — miss documentation purpose

How Automate Leads can help

Automate Leads links customer and job records — attach documentation context to every Perth job for warranty and dispute protection. You stay in control of how you run jobs — the platform just removes the repetitive admin.

Document every job properly

Job and customer records that keep your business protected and organised.

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