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Field Service & Dispatch / Technician Routing & Mobile Checklists

On-Site Photo, Signature & Completion Capture: Close the Job on the Device

Give your technicians a job-completion screen that captures before/after photos, work performed, parts used, and a customer signature right on the phone — then assembles a clean completion record your service manager approves before it goes to the customer and billing.

IntermediateA weekendBuilds onNext.jsSupabaseResend
What you'll build

A mobile-friendly web tool where a technician opens a work order on site, captures before/after photos, writes up the work performed and parts used, and collects a timestamped customer signature on the device. The app assembles a clean completion record, your service manager reviews the photos, notes, and signature and approves it, and only then does the tool email the customer their copy via Resend and add the job to a CSV export for billing.

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Before you start

  • A Supabase account (free)
  • A Vercel account (free)
  • A Resend account (free)
  • Your open work orders as a CSV/sheet
  • The exact completion fields your billing needs
  • Which job types require before/after photos
  • Technician, manager, and billing contact details
  • Claude Code or any AI coding agent

The problem this kills

The tech finishes the job, says goodbye to the customer, and drives off — and that's where your completion record starts falling apart. The "before" photo that would have settled a dispute was never taken. The signature is a scribble on a paper form that's now in a truck somewhere. The parts used are remembered, maybe, three jobs later when the paperwork gets done at 7 p.m. The write-up is two words. By the time billing tries to invoice, half the job is a guess and the customer is arguing about a charge nobody can prove.

Field-service completion lives on paper forms, camera rolls, and end-of-day memory. There's no consistent record of what the site looked like before and after, no proof the customer accepted the work, and no clean handoff to billing — so invoices go out slow, disputes go unwon, and your best technicians spend their evenings doing paperwork instead of resting. You don't need a six-figure field-service platform to fix this, and you don't need to be a developer to build the fix.

What you'll build

A mobile-friendly internal web tool for closing out a job on site. The technician logs in on their phone, opens the assigned work order, and the app walks them through completion: capture before photos, do the work, capture after photos, write up the work performed, log the parts used, and collect a customer signature right on the screen — timestamped, so there's no question when it was signed. For job types where you require it, the app won't let the tech finish without before-and-after photos. The tool assembles all of it into a clean completion record and hands it to your service manager to review and approve. Only after the manager signs off does the tool email the customer their copy via Resend and add the job to a CSV export for billing, in the exact columns your accounting system expects. Photos and the signature are stored safely alongside the work order, not scattered across phones.

What's inside the Implementation Plan

The downloadable plan is a step-by-step file you paste into an AI coding agent. It opens by interviewing you about your business — your trades and the job types you run, where your work orders live today, the exact completion fields your billing needs and what they're named, which job types must have before/after photos, how you want the signature captured and what wording the customer is agreeing to, your typical and peak daily job volumes, and the messy edge cases (a customer who won't sign, a job finished in a basement with no signal, a re-visit on the same work order) — and then it tailors the completion screen, the photo rules, and every later step to your answers. This is not a generic template; the agent reflects a short spec back to you and waits for your thumbs-up before it builds anything. From there it walks the agent through the work-order import, the on-device capture screen, photo storage, the completion-record assembly, the manager approval gate, the customer copy, and the billing CSV export — each step with a ready-to-copy prompt. There's also a fallback so you can build and use the whole thing today even with no integration to your field-service software.

The governance it includes (this is the point)

This tool produces the record your invoices and disputes rely on, so it ships with the controls a real service operation needs: login so only your techs, managers, and billing staff can use it, row-level security so you only ever see your own company's jobs and photos, a complete audit trail of who captured, edited, approved, and exported each completion record and when, a hard human-approval gate so no customer copy or billing export happens until your service manager has reviewed the photos, notes, and signature and approved, and duplicate guards keyed on the work-order id so the same job can't be completed and billed twice. Signatures are timestamped and stored with the record, and media lives in secure Supabase Storage tied to the work order — never on a personal camera roll.

Who it's for

Field technicians who want to close a job in two minutes on their phone instead of an hour at the kitchen table, service managers who want consistent, reviewable completion records before anything reaches a customer, and billing coordinators who want clean, complete data they can invoice from — at HVAC, plumbing, electrical, restoration, landscaping, pest-control, property-maintenance, and installation operations. If you can describe what "done" looks like for your jobs and what your billing needs to see, you can build this.

You've got this — start with the plan, paste the first prompt, answer the interview, and you'll watch your first photo-and-signature completion record get approved and exported the same weekend.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.