Field to office

Field Inspection & Photo Capture Playbook

A phone-friendly routine for preserving original field evidence, connecting it to the right claim, and leaving the office with a usable next action.

15-minute setupField adjusters, inspectors, estimators, and office teams receiving field work.

This playbook covers organizational workflow only. Firms remain responsible for their own licensing, approved procedures, claim decisions, and applicable requirements. It is not legal, insurance, coverage, public-adjusting, financial, or compliance advice.

What good looks like

Field evidence that the office can review without reconstructing context from texts and downloads.

The workflow

Capture the scene in context

Start with broad overview photos, then document details and observations using the firm’s approved field process.

Attach, label, and preserve

Keep original source files connected to the right claim and use practical categories instead of relying on phone file names.

Complete the handoff

Flag missing records, assign estimating or follow-up work, and make the next owner and due date visible.

Free printable playbook

Get the checklist for your team.

Enter a work email to download this internal workflow template. Marketing updates are optional and never required to get the resource.

Use it in your workspace

Tailor this workflow to your firm.

Signed-in firm owners and admins can open the matching starter in Firm Playbooks, adjust the steps, and save it before applying it to a live claim.

Tailor this in AdjusterDesk Start a free workspace

Keep building the workflow

Organize claim photos and documents →Public adjuster field app →