Doing service work? Add photos to an invoice or estimate — before/after shots, the finished job, proof of delivery — and put them right on the PDF your customer receives. Nothing says "here's what you paid for" like the evidence attached to the invoice.
What You'll Need
Before you start: Invoice photos are a Plus feature with a free trial. You can add photos and mark them during the trial; a countdown banner on the Photos tab shows the days remaining. Photos appear on the PDF and email your customer receives once you have an active Plus subscription.
Steps
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Open the invoice or estimate from the Sales screen.
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Tap the Photos tab on the transaction. The first time, tap Try free to start your trial.
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Tap the Add Photo button (bottom-right), then choose your source:
- Take Photo — snap the job on the spot
- Choose from Gallery — pick an existing shot from your device
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Mark it for the invoice. Press and hold the new thumbnail to open its panel, tick Include in PDF, add a short description if you like, then tap Save. Photos are not on the PDF until you tick this — a small PDF badge appears on each one that is.
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Send the invoice. Generate or email the PDF as usual — your marked photos travel with it. A cloud badge on each thumbnail means it has finished syncing and is ready to send.
Keep It Tidy
A clean set of photos looks professional on the customer's PDF. To review or remove any shot:
- Press and hold a thumbnail to open its panel — update the description or turn Include in PDF on or off.
- Tap Delete in that panel (then confirm) to remove a photo. If it has synced, this also removes it from MobileBiz cloud.
- Tap a thumbnail to open it full-screen; pinch or double-tap to zoom and check the detail before you send.
Good to Know
- New photos are off the PDF by default — tick Include in PDF on each one you want the customer to see.
- If you send without an active Plus subscription, the app asks "Send Without Photos?" so nothing is stripped silently — tap Upgrade to include them, or send the plain invoice.
- Photos are tied to that one transaction — they don't carry over to other invoices.
- If a photo hasn't synced yet (no cloud badge), give it a moment before sending. On a weak connection you'll get a heads-up if any shot couldn't be attached — retry once you're back online.
- All photos stay visible even if your Plus subscription ends. You just won't be able to add new ones without an active subscription.
For subscription details, see MobileBiz Pro Plus — What's Included.
Still stuck? Contact Support for help.