Create and Organize Capture Projects
Use project details, folders, tags, labels, galleries, saved views, and templates to keep jobsite documentation findable.
Use project details, folders, tags, labels, galleries, saved views, and templates to keep jobsite documentation findable.
Open Work → Capture, then select New project. Start typing the jobsite address and choose an address or existing property from the suggestions. Capture uses the address as the project name until you type a different name. You can also link a Job, Contact, or Property and apply company labels before you create the project.
If the address provider cannot find the jobsite, keep the address text, select Place map pin manually, and place or enter the coordinates. Capture preserves the address you typed. If another active project already uses the same address, Capture lists it before creating anything. Open that project, cancel, or enter a required suffix such as Unit B to create a separate project.
The first ready photo becomes the project cover automatically. You can replace it later from the project.
To correct a project later, open it and select Edit details. You can change the name, address, linked records, labels, or pin. Selecting a new address re-geocodes the jobsite, and Capture keeps the prior location in the workspace audit history.
Your company may apply a Project Template automatically. Templates can add labels, folders, checklists, and report defaults. Those defaults are copied when the project is created; changing the template later does not rewrite work already in progress.
Use any of these selection methods in the project timeline:
The fixed action bar can apply an existing company tag, add the photos to an existing or new gallery, move them to a folder or the project root, download the originals in one ZIP, or remove the selection. Owners and admins can also fill missing photo locations from the project address; Capture labels those coordinates as address-derived rather than measured GPS.
The available actions follow your resolved Capture permissions. Owners, admins, and managers may remove any selected photo. A member may remove only their own uploads from the prior 24 hours; restricted and read-only roles do not see that action. Downloads repeat the original- access check: if the selection includes a redacted photo, only an owner or admin can receive its unredacted original, and Capture fails the whole ZIP instead of quietly omitting files.
Filters for date, person, folder, tag, label, media type, readiness, or location can be saved as a personal or company view. Pinned views stay near the project list and timeline.
Archive a finished project instead of deleting it. Archived projects remain searchable and their issued documents keep their evidence.
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