🦅Tagging Photos

This video shows how to use and set up the photos tagging feature

This feature is great for quickly building a list of summary items you wish to review with your client

This feature is great when you want to move quickly on-site and simply organize your photos into working categories that match your chapters.

Tagging Photos

What this feature does

This feature lets you add tags to your photos that remain hidden in the finished report. These tags can be used to make lists of summary items or specific systems. It's a fast way to organize your photos for use in the report later or delivering summaries to the client onsite.

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Overview

Photo Tagging is a feature designed to help inspectors organize photos quickly and support a faster reporting workflow. The idea is simple: when using a mobile device, you can tag pictures as you take them so they are already sorted when you return to the office or continue working later.

The feature is especially useful when photos are out of sequence or when a report contains many images. Even if the gallery looks disorganized, tags let you filter photos and quickly find the photos that belong to each chapter, system, or concern.

Setup

On desktop, photos can already be filtered by tag so that only the images relevant to a specific category appear. For example, if photos are tagged for the exterior envelope, you can filter the gallery to show only those images.

You can also create new tags as needed. This is useful for custom workflows, including multi-family inspections, where you may want separate tags for Unit 1, Unit 2, and Unit 3 before you begin capturing photos.

How to Tag Photos

On a mobile device, open a photo and choose the option to add a tag. Then select an existing tag, such as HVAC, Plumbing, or Electrical, or create a new one for that job.

You can assign the same tag to multiple related images. For example, a service sticker and an air handler data plate can both be tagged as HVAC. A water heater and an expansion tank can both be tagged as Plumbing.

You can also apply multiple tags to the same image. For example, an electrical panel image might be tagged as both Electrical and Summary if it documents an item you plan to review with the client.

How Tags Help on Desktop

Once tagged, photos become much easier to use in the report-writing process. You can filter the gallery by tag, open the relevant chapter, and pull in the exact images you need.

For example, when working in the Exterior section, you can filter for envelope photos and bring in images showing water damage, siding issues, trim deterioration, or similar conditions. If needed, you can hide media already used in the report so the remaining unused photos are easier to review.

This makes it easier to build a narrative and match supporting images to the right observation.

Summary Workflow

One of the most useful applications of Photo Tagging is the Summary tag. When photos are marked as summary items, you can filter the gallery to display only the images associated with the key concerns you want to review with the client.

For example, summary-tagged photos might include exterior envelope problems, a foundation crack, or mold observed in the attic. Instead of searching through the full gallery, you can open only the tagged summary images and walk through those findings with the client in a more organized way.

Best Use Cases

• Photo Tagging works well for several common workflows:

• It helps organize photos by report chapter, such as Plumbing, HVAC, Electrical, or Exterior.

• It helps isolate photos for a specific component, such as a water heater, electrical panel, or siding condition.

• It helps create a quick review set of summary items for client discussions.

• It helps manage multi-family inspections by tagging photos by unit number.

• It helps keep photo sets useful even when images are out of order or imported in a mixed sequence.

Why It Matters

The goal of Photo Tagging is speed and organization. Inspectors can quickly capture photos in the field without stopping to write everything down in the moment. Later, whether on desktop or mobile, tagged photos are already grouped to support faster review and report writing.

In short, Photo Tagging reduces photo chaos, improves workflow, and makes it easier to move from field capture to finished report.