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Module · Document Capture

Capture it once.Prove it every time.

Build a capture flow with the exact photos and documents you need, then let your crew run it from their phone. Every file is saved with its location, time and who took it.

  • Guided shots

  • Geotagged

  • One shared link

4 sections

DashboardCaptureSessionsFlows

Inside Document Capture

Turn paper into structured data.

Document Capture takes the documents piling up in your inbox and on your desk and turns them into clean, structured data in seconds. Instead of keying in fields by hand, you scan, capture, and let automated flows route every record exactly where it needs to go, all in one place.

Below, we walk through each section of the module, starting with the Dashboard, the live overview your team lands on every time.

Dashboard

Every document, at a glance.

A live overview of what's been captured, what's pending, and what's flowing through, the moment you log in.

Document Capture Dashboard

Capture configurations, shot requirements and storage destinations

Customize
Today7 Days30 DaysMonthCustom
All Agents

New Captures

0

vs last month

Documents Captured

0

204 last month

Fields Extracted

0

98% auto-filled

Storage Destinations

0

Drive · S3 · Local

Documents Captured (6 months)

0Documents
JanFebMarAprMayJun

Avg / mo

41

Peak · May

51

Latest

43

Capture by Type

Total0
Invoices12450%
Receipts7430%
Contracts5020%
CAPTURE

Capture documents & photos, guided, geo-tagged, in order.

Pick a flow your team has approved. Every photo is automatically stamped with GPS location, timestamp and who captured it — captured in the exact order the flow defines.

01

Flows

Pick an approved flow

Choose a flow your team has standardized. Each one defines exactly which shots to take — and in what order — so nothing gets missed on site.

  • Team-approved capture flows
  • Search by name or job type
  • Steps & required shots, predefined
02

Session

Start a tracked session

Name the session and tag it to a job, customer or asset. GPS is recorded automatically, so every photo is tied to a place and a time.

  • Name it + reference / location
  • GPS recorded on every photo
  • One auditable capture session
03

Capture

Capture, guided & in order

Work through each required step — Before, After — capturing photos live or uploading from the device. Every shot is stamped with who, when and where.

  • Step-by-step required shots
  • Capture live or upload from device
  • Stamped with who, when & where
04

Before & after

Reviewed, sealed & stored

Review your captures, see before and after side by side, and finish — the full record is sealed and stored against the job, audit-ready.

  • Before & after, side by side
  • Every required shot captured
  • Geo-tagged & timestamped record
Scroll to explore
CAPTURE

Capture documents & photos, guided, geo-tagged, in order.

Pick a flow your team has approved. Every photo is stamped with GPS, time and who captured it.

Search flows…
Installation Before & After

Installation process

2 steps 2 required Geo-tagged
Start capture
CAPTURE

Capture documents & photos, guided, geo-tagged, in order.

Pick a flow your team has approved. Every photo is stamped with GPS, time and who captured it.

Search flows…
Installation Before & After

Installation process

2 steps 2 required Geo-tagged
Start capture

Installation Before & After

2 steps · starts a new capture session

Session name

Installation Before & After — 6/26/2026

Reference / location (optional)

Job address, customer name, asset id…

This flow records GPS location for each capture — your browser may ask for location permission.

Cancel Start capturing

Installation Before & After · 6/26/2026

Installation Before & After

Geo on

Installation Before & After

Step 1 of 2 · 2/2 captured

All done

Before

1 file

After

1 file

Reference

No reference image

Before Captured
Capture another
Upload from device
CAPTURES (1) Click a thumbnail to remove it
BackNext

Installation Before & After · 6/26/2026

Installation Before & After

Geo on

Installation Before & After

Step 2 of 2 · 2/2 captured

All done

Before

1 file

After

2 files

Reference

No reference image

After Captured
Capture another
Upload from device
CAPTURES (2) Click a thumbnail to remove it
Back Finish
Flows01 / 04

Sessions

Track every batch, end to end.

Group captures into sessions and follow each one from upload to extraction with a full, auditable history.

Sessions

Every captured set of documents & photos — with location, timestamp and who captured each one.

Compartir con persona

0

Total

0

In progress

0

Completed

0

Captures

Search title, flow, contact or recipient
CaptureFlowLinked toStatusCapturesStartedCompleted
Installation Before & After · 6/26/2026Installation Before & After-completed 3 Jun 26, 2026, 12:31 PM
IvanJun 26, 2026, 12:39 PM View
Showing 1 of 1 sessions

Flows

Route documents on autopilot.

Build automated flows that validate, approve, and send captured data exactly where it needs to go.

Capture Flows

Design guided, ordered document & photo capture flows. Publish a flow to let your team run it — every capture is stamped with location, time and user.

Capture Sessions
New Flow
Name Filter… Customize columns
NameStatusSourceShots

Installation Before & After

Installation process

PublishedInline shots2

Site Survey & Measurements

Pre-install assessment

PublishedInline shots4

Roof Inspection

Condition & damage report

PublishedTemplate6

Equipment Delivery Proof

Drop-off confirmation

DraftInline shots3

Service Visit Report

Maintenance checklist

PublishedTemplate5

Permit & Compliance Docs

Required paperwork

DraftInline shots4
0 of 0 row(s) selected.
Page 1 of 1

Inside Document Capture

From the field to a finished record.

Flows define what to capture. Sessions hold what was captured. Both live next to your customers and jobs.

Flow builder

Add steps, mark which are required, attach example photos and choose the folders files save to.

Ready-made templates

Start from a curated template with its shots already listed, then edit it to fit your work.

Run a capture

Open a published flow on a phone and capture each step with the camera or an upload.

Location on every file

Each photo records where, when and by whom it was taken, with a link to the map.

Sessions

Browse every captured set with its files, timestamps and the person who captured each one.

Invite and report

Send a capture link by email or text, then print a report of photos and details.

Why teams switch

Less typing, fewer disputes.

Replace texted photos and paper checklists with one record per capture.

No more manual entry

Files arrive labeled by step, so nobody renames photos or keys in details by hand.

Faster, cleaner records

Required steps keep every capture complete, with the same shots from every crew.

Flows that route themselves

Each step saves straight to the folder you chose, ready for the job or customer.

Questions

What teams ask first.

Yes. Send a capture invite by link, email or text, and they can run the flow without a donefy account.

Yes. Captures record location and time when the device allows it, and each file shows who took it and whether it came from the camera or an upload.

Yes. Each step can carry an example image and a short description, so everyone captures the same shots.

Yes. Any session can be printed as a report with its photos, times, people and map links.

Stop chasing photos and paper.

Build your first capture flow in minutes and run it on the next job.