Marketing · Money

A job closeout summary with photos for the customer

After a job closes, Cowork writes a short summary of what was done, with before-and-after photos from CompanyCam or Drive, for the office to send with the invoice.

For: Electricians, Plumbers, HVAC contractors, LandscapersBy John DietrichUpdated

The problem

Customers pay faster and complain less when they can see what they paid for. Techs take photos; they rarely get to the customer because assembling them into something readable takes time.

What Cowork does

  1. A daily task reads jobs completed yesterday in Jobber.
  2. It finds the job's photos in a Drive folder, or in CompanyCam through Composio's toolkit, if available.
  3. It writes a plain summary: what was found, what was done, and anything to watch.
  4. It saves a one-page doc and drafts an email to the customer for the office to send with the invoice.

Where the draft lands

A closeout doc and a Gmail draft.

What stays with you

Choosing photos, checking the summary and sending.

Closeout docExample · Cedar Plumbing is fictional

What we found: corroded shutoff valves under the kitchen sink and a slow drip at the faucet base.
What we did: replaced both shutoffs and the faucet, tested for leaks.
Watch: the drain line is original; worth a look at your next visit.
Photos: before (2), after (2).

Watch-outs

  • Composio's CompanyCam toolkit hasn't been reviewed in detail. Check what it can read before selling this.
  • Get the customer's OK before using their photos in marketing.

Questions owners ask

Do I need CompanyCam?

No. A shared Drive folder per job works.

Can it post the photos online?

Turning closeouts into public project posts is a separate idea and needs customer permission.

Connector capabilities checked October 2026 against Anthropic and vendor documentation; they change, so confirm before you buy anything. Workahead is independent and not affiliated with Anthropic.