Job Protection — Optra IQ Field Service Job Documentation
Document Every Job. Protect Every Dollar.
Create an organized job record to handle disputes, chargebacks, complaints, and questions about completed work — with timestamped photos, signatures, and field notes.
Before. During. After.
Optra IQ guides your crew through required documentation at every phase of the job.
Before Work
- Required pre-work photos
- Existing condition documentation
- Pre-work assessment notes
- Customer acknowledgment
- Scope of work confirmation
During Work
- Progress photos
- Video documentation
- Field notes and updates
- Time-stamped milestones
- Material and parts used
After Completion
- Completion photos
- Customer digital signature
- Final job summary
- Customer satisfaction confirmation
- Invoice trigger
Everything in One Organized Record.
Timestamps
Every photo, note, and action is automatically timestamped — creating an accurate timeline of the job.
Photos & Video
Required and optional photos and videos are organized by phase and stored with the job record.
Digital Signatures
Customer signatures are captured digitally with timestamp and location verification.
Location Verification
Documentation is location-verified, confirming your crew was on-site when work was performed.
Field Notes
Employee notes, observations, and updates are logged and searchable within the job record.
Dispute Ready
The complete job record is organized and exportable — ready to respond to any dispute or chargeback.
Protect Your Business on Every Job.
See how Optra IQ's job documentation protects you from disputes and chargebacks.