Share Photos to Portal
Automatically distribute project photos to multiple customer portals simultaneously, eliminating manual uploads and ensuring clients have instant access to their roofing project updates.
When
New Photo Upload
Then
Photos Distributed to All Client Portals
3 hours per week
Time Saved
95% faster photo distribution
ROI Impact
To share photos to multiple customer portals automatically, connect your central photo storage system to your customer portals through an integration. When a new photo is uploaded, the system automatically distributes it to all relevant client portals, formats the image appropriately, and sends notifications—eliminating manual uploads and ensuring instant client access to project updates.
How This Automation Works
New Photo Upload → Photos Distributed to All Client Portals
Photo Upload Detected
A crew member uploads project photos to your central system via mobile app or desktop. The system captures the image file, metadata, project tags, and associated customer information automatically.
Customer Portals Identified
Based on project codes or customer assignments, the system identifies which customer portals should receive the photos. It retrieves portal credentials and formatting requirements for each destination.
Photos Formatted and Optimized
The automation resizes, compresses, and formats photos according to each portal's specifications. It adds descriptions, timestamps, and project labels while maintaining image quality across different platforms.
Simultaneous Portal Distribution
Photos are uploaded to all relevant customer portals simultaneously through secure API connections. The system organizes images into appropriate albums or project folders within each portal.
Client Notifications Sent
Automated notification emails or SMS messages are sent to clients, informing them of new photos with preview images and direct links to their portal gallery.
Distribution Logged and Confirmed
The system logs all photo distributions, including timestamps, recipient portals, and delivery confirmations. This creates an audit trail and allows you to verify successful uploads across all platforms.
How It Works
For roofing contractors managing multiple projects, keeping clients informed with visual updates is crucial but time-consuming. This automation eliminates the repetitive task of uploading the same photos to different customer portals. When you add a photo to your central system, it automatically distributes to all relevant customer portals, maintaining consistent communication across your client base. Your team saves hours of manual work while clients receive immediate visual confirmation of project progress, weather documentation, or completed work. The system handles photo formatting, compression, and organization, ensuring optimal display across different portal environments without technical expertise.
The Trigger
When a new project photo is uploaded to your central photo management system or job documentation folder, the automation immediately captures the image file, associated project metadata, and relevant client identifiers to begin the distribution process.
The Action
The system automatically formats and uploads the photo to each customer's portal account, adds appropriate descriptions and project labels, sends notification emails to clients, and logs the distribution for your records—all without manual intervention.
Common Use Cases in Roofing
- Daily progress updates showing roofing installation stages automatically shared to each homeowner's portal
- Storm damage documentation photos distributed to insurance portals and customer accounts simultaneously
- Pre-installation inspection photos sent to clients for approval before work begins
- Material delivery confirmation photos automatically added to customer portals for transparency
- Completion photos with before-after comparisons shared across all relevant stakeholder portals
- Safety compliance photos distributed to both customer portals and internal quality control systems
- Drone aerial shots of completed roofs automatically formatted and shared to multiple client platforms
- Weather event documentation photos sent to customers and insurance providers in real-time
Results You Can Expect
Eliminate Repetitive Uploads
Stop manually uploading the same photos to multiple customer portals. Your team uploads once, and the system handles distribution to all relevant clients automatically, freeing up valuable time for revenue-generating activities.
Instant Client Access
Clients receive project photos within seconds of upload instead of waiting hours or days. This immediate visibility builds trust, reduces status inquiry calls, and demonstrates your commitment to transparency.
Consistent Communication
Every client receives the same high-quality photos with consistent formatting and descriptions. Eliminate the risk of forgetting to update certain portals or sending different information to different clients.
Enhanced Client Satisfaction
Proactive photo sharing keeps clients informed without them needing to ask. They can check progress anytime through their portal, reducing interruptions to your team and improving overall customer experience.
Better Project Documentation
Automatic distribution ensures comprehensive photo documentation across all platforms. This protects your business with thorough before-during-after records and provides evidence for warranty or insurance purposes.
Scalable Client Management
Whether you're managing 5 or 500 projects, the automation handles photo distribution at the same speed. Scale your operations without adding administrative overhead or hiring additional support staff.
Frequently Asked Questions About This Automation
When you upload a photo to your central system, the automation identifies which customer portals need the image based on project assignments. It then automatically formats, uploads, and organizes the photo in each relevant portal, sends client notifications, and logs the activity—all within seconds of the initial upload.
Set Up Multi-Portal Photo Sync in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
Related Automations
View all roofing automationsWeather alert - reschedule jobs automatically
Automatically reschedule outdoor roofing jobs when severe weather is forecasted and notify all affected customers.
Automate Cool Roof Cleaning Schedules and Maintenance Dispatch
Automatically schedule and dispatch cool roof cleaning and maintenance services based on weather conditions, performance metrics, and seasonal requirements to maximize energy efficiency.
Instant Alerts When Ponding Water Threatens Your Flat Roof
Automatically detect and alert your team when ponding water accumulates on flat roofs, preventing structural damage, leaks, and costly repairs before they escalate.
Automate Skylight Inspection Scheduling and Dispatch for Roofing Companies
Streamline skylight inspection bookings, technician dispatch, and customer notifications with intelligent automation that reduces scheduling conflicts and improves service delivery efficiency.