Upload Documents
The docs are in.
Scan or upload your receipts, paperwork, and material lists, and keep them with your other job site info.
Book a Demo
Store Everything Together
Upload your files directly to the corresponding CompanyCam project, so relevant docs are within reach of the job photos, videos, and convos.
Get Organized Automatically
Each job comes with its own set of docs—work orders, material lists, and more. Organize them under the Documents tab within the project so nothing gets lost.
Save Docs as Templates
Upload the standard work orders, change orders, or other docs your team needs on every job for quick and easy access.
Collect Signatures in the Field
With the Signatures add-on, you can upload your docs, request and gather the signatures you need in the field, and store it all in one place.
Signatures
Request, track, and gather signatures—without ever leaving the CompanyCam app (or the job site). Protect your business from liabilities with secure signatures on contracts, estimates, and schedules—so you always have proof of approval.
How It Works
So easy the newbie can do it. Just follow these steps!
Select the project you want to work on, and open the Documents tab. This is where all the documents for your project will live!
From the document tab, click +Document. Then click Upload Document to choose a file from your device, and add any annotations before saving it to your project.
From the document tab, click +Document. Click Scan Document to use the CompanyCam camera to scan physical receipts, invoices, and more. Then add any annotations before saving it to your project.
Log in to CompanyCam on your computer and go to the Templates page. In the Documents tab you can upload your frequently used documents, which will be available to add to any project.
Manage Paperwork like a Pro
Study up on how to get the most out of your documents!
What Else Can I Do?
Explore more CompanyCam features.
In-App Communication
Checklists are an incredible tool for documenting steps, capturing detailed info, and following processes. But sometimes you need to jot down a one-off task, give yourself a reminder without setting up a whole checklist, or throw a few punch list items somewhere where the whole team will see them. That’s where Project Tasks come in! Tasks can be added directly to a project, photo, or video— it’s extra simple to add to-dos for any situation.
See Document Uploading in Action
We know better than anyone that seeing is believing.