Templates

Get a head start, every time.

Cut down on repetitive work and human errors with templates for your Checklists, Reports, and projects.

Cut Back on Mistakes

Starting a task list or report from scratch every time just doesn’t make sense. Create the perfect one ONCE, save it as a template, and use it over and over again.

Hit the Ground Running

There’s no need to reinvent the wheel for every job when most of them are pretty similar. Set projects up so your crews automatically have everything they need to start working.

Stay in Charge

Only account admins and managers can manage templates, so you can keep full control over what is captured at each job and streamline how projects are built.

Tailor Your Workflows

Build a process that works for your team. Edit, modify, archive, and crowdsource your templates, and provide your team with everything they need to be self-sufficient.

How It Works

So easy the newbie can do it. Just follow these steps!

1. Turn a Checklist or Report into a Template

Take a Checklist or Report that you already use and turn it into a template! Select

the Checklist or Report, then the three dot menu in the top right corner, and Save

as Template.

2. Create a New Template

Log in to CompanyCam from your computer and go to the Templates page to create new templates or manage the ones you have.

3. Build a Project Template

From the Templates page click the Projects tab. Create a new project template, select the Checklist and Report Templates you want to include, and save!

4. Start a New Project the Easy Way

Now for the fun part! Create a new project and select the Project Template you want to use. The Checklists and Reports your team needs will automatically populate in the project.