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Open Settings → Field work. These rules apply to every visit. The app enforces them when someone finishes the visit. They are not a reminder you can skip. The card is On-site visit capture: before photos when they arrive, after photos when they are done, then customer sign-off before finishing.

Photo documentation

Minimum photos only appears on the minimum-count option. It is how many visit photos are required before finishing.

Customer sign-off

This is the signature after the work is done.

Before-work authorization

This is a signature before the work starts. This screen links to two other settings. They are not edited here.
  • Checklists are the forms filled in during the visit. A required step there also blocks finish. See Catalog and lists.
  • Equipment types are the kit you service and how often each check is due. That page only shows when the equipment register is on.