SiteCapture + Palmetto LightReach Integration

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Joshua Droppa
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LightReach Integration Overview

Use SiteCapture to capture install documentation and automatically deliver organized photos + a PDF report into the correct Install Package in Palmetto LightReach.

Why this integration matters

With the SiteCapture+Palmetto LightReach integration, your team can:

  • Capture photos once in SiteCapture (mobile-friendly)
  • Review/QA submissions (optional but recommended)
  • Send documentation to LightReach in the right buckets automatically
  • Reduce missing-photo resubmissions and approval delays

What the integration does

When enabled, the integration can:

  • Auto-create SiteCapture work when a LightReach job reaches Notice to Proceed (NTP) (optional)
  • Pull key details into the auto-created SiteCapture project (e.g., LightReach Account ID, homeowner name, address)
  • Send photos into the correct LightReach Install Package buckets and attach a PDF report.

Result: One workflow for your field and operations teams, with the documentation delivered to Palmetto LightReach in the format they expect.

 

How it works (recommended workflow)

This is the most common workflow because it provides a clean QA step and avoids accidental submissions.

Step 1 — Work is created (SiteCapture web app)

Admin/Manager

  1. If Auto-Create is enabled, the job is automatically created as work in SiteCapture (typically in a New status) when the job reaches NTP in Palmetto LightReach
  2. An Admin/Manager in SiteCapture assigns and shares work with their fields users and sets due date/priority

Tip: We recommend using saved views for “New Palmetto LightReach Work” and “Palmetto Light Reach Work - Submit From Field – Ready for Review” to manage the workflow. The criteria for these views will be the template that you’re using for the Palmetto LightReach integration + the status , i.e. New for New auto-created work, Submit from Field for work that’s ready to be reviewed).

Step 2 — Work is completed (SiteCapture mobile app)

Field user

  1. Opens the assigned work in the SiteCapture mobile app
  2. Captures photos and data
  3. Updates status to Submit from Field (complete workflow state - all required fields must be completed before they can mark this status)

Note: “Submit from Field” indicates field completion and syncs back to the web app for review. It does not send anything to LightReach yet (recommended workflow).

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Step 3 — QA + Send to Palmetto LightReach (SiteCapture web app)

Admin/Manager

  1. The Ready for LightReach status in the LightReach JCO is hidden from field users so only a portal admin or manager can submit work. Admins and managers typically use a saved view (such as Palmetto LightReach Work – Ready for Review) to locate completed jobs for QA and submission.

Tip:  Set a manager on the project so they may receive completion notifications when “submit from field” status is selected. You may also select a default email to receive completion notifications in your admin settings.

  1. Portal Admin or Manager Reviews photos in the project
  2. If needed, can:
    • Exclude photos (via flagging, depending on configuration)
    • Delete photos
    • Return the work to the field (set status back to In Progress)

  3. When ready, change the status to Ready for LightReach. *You must have the Palmetto LightReach Account ID in the project prior to changing the status.

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✅ This status change triggers the integration to:

  • Send photos into the correct Palmetto LightReach Install Package buckets
  • Send the configured PDF report to the Project Site bucket in Palmetto LightReach

 

Best practices (recommended)

  • Start with the baseline LightReach JCO template (fastest path to go-live)
    • This template was created by the Palmetto LightReach team.
  • Use Auto-Create to automatically create the project and pull in the LightReach Account ID
  • Double-check the display lines in your template to ensure they include both the fields you want shown in the project list view overview and the fields you want to be able to search, as display line fields are searchable. 
  • Use saved views to streamline operational handoffs:
    • “New Palmetto LightReach Work”
    • “Palmetto LightReach Work - Ready for Review”
    • “All Work Sent to Palmetto LightReach”

 

Common questions (FAQ)

Can we submit directly from the field without QA?

Yes. SiteCapture can be configured so the field user’s completion status triggers the integration immediately. However, we recommend the workflow outlined above. Many customers still keep the QA gate to avoid resubmissions.

Does Auto-Create bring in older jobs?

When Auto-Create is enabled and the integration is configured, the 20 most recent jobs in NTP will be created as projects in SiteCapture, along with any new NTP work going forward. You can manually create a project and enter the LightReach Account ID for any jobs that aren’t auto-created. You can also archive any auto-created projects if they’re no longer needed.

Can we use our existing SiteCapture template?

We recommend starting with the LightReach JCO template - it’s the easiest way to get started. If you really need to utilize your own template, it can be updated to work with the integration by updating the section keys, as outlined here: Palmetto LightReach Integration Template Format

Can we resubmit or submit new photos in the same project?

Yes. If you have added additional photos after submitting to Palmetto LightReach, you can resubmit the new photos by changing the status to Submit from Field and back to Ready for LightReach. That will retrigger the integration. Only new photos will be submitted.

If you need to collect new photos in the field, make sure you change the status to In Progress so the work is available to the field user on the SiteCapture mobile app.

 

Troubleshooting & common issues

Work did not auto-create

Check:

  • Auto-Create is enabled in the integration settings
  • The LightReach job is in NTP

Photos/report didn’t appear in Palmetto LightReach

Check:

  • The status in SiteCapture was changed to Ready for LightReach (or your configured trigger status)
  • The LightReach Account ID was present and correct

Missing LightReach Account ID

The Account ID is required to connect your SiteCapture work to the correct Palmetto LightReach account. If you manually create work, ensure the Account ID is populated before submitting.

 

Need help?

If you want help with the SiteCapture+Palmetto LightReach integration, contact SiteCapture Support or your Customer Success representative.

 

Template setup guidance

Using the baseline LightReach JCO template

This template is designed to:

  • Match Palmetto LightReach documentation requirements
  • Map SiteCapture sections to the correct Palmetto LightReach photo buckets
  • Support the recommended QA workflow

Adding more photos to an existing mapped section

Photos are sent to Palmetto LightReach by section.
If you add additional photo fields inside a mapped section (e.g., Electrical), those photos all send to the Electrical bucket in Palmetto LightReach unless excluded via flagging settings.

Creating internal-only sections

If you add a new section that is configured with the specific section key convention required for the integration, it will not be sent to Palmetto LightReach.
Palmetto LightReach Integration Template Format

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