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August 2023 Newsletter

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A short week calls for a short newsletter.

But not a newsletter short on the updates we’ve been busy adding to the app.

Here are the highlights of what’s been added and updated in CompanyCam this past month.

Integration News

More and better ways to build out your tech stack with CompanyCam.

JobTread + CompanyCam Integration

Our friends at JobTread just built a fantastic integration with CompanyCam!

Once connected, you can streamline your workflow by syncing your photos, videos, and documents from CompanyCam directly into your JobTread job files — helping you stay organized, complete your projects on time, and increase your profits.

Housecall Pro + CompanyCam Integration [Updated]

Our team made important functionality updates to our popular Housecall Pro integration this past month.

The update: photos added in CompanyCam will sync to the active Estimate or Job in Housecall Pro, not the most recently created Estimate or Job. That way, you and your crews can keep everything squared away and projects moving smoothly.

Reminder, this is in addition to the upgrades we made back in June:

  1. Any new customer or address added in Housecall Pro will now create a corresponding project in CompanyCam.

  2. Matching project labels have been added to CompanyCam projects to understand better what stage your Housecall Pro Job is at at a glance.

  3. A link to your project in CompanyCam will be added to your current Job in Housecall Pro so you can quickly bounce back and forth between apps as needed.

Learn more about connecting this integration.

CompanyCam Chrome Extension

Looking for a better way to get your CompanyCam photos to another software or website? Add our browser extension to your Chrome, Brave, or Edge browser today!

If you use a CRM that we don’t directly integrate with, the extension helps keep your workflow efficient. So you don’t have to download and upload files whenever you need to use them outside of CompanyCam.

Pro Tip: The extension makes uploading images to social media and email easy.

Premium Updates

Top-level tips for our most feature-rich plan.

Default Project Templates in CompanyCam

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Did you know you can set a default template — complete with your most-used checklist and report templates — to be used on all new projects?

  1. Click Templates” underneath Resources on the left navigation on the desktop.

  2. Once you’re in the template manager, click the Project Template tab.

  3. Select the three-dot menu on the template you want to use for all future projects.

You can go back and edit any of your templates or change your defaults at any time.

Providing a consistent, high-quality customer experience is critical to growing your business. And our checklist, report, and project templates make it easier than ever to help you provide that to them.

Pro Tip: This is extra handy if you use a software integration with your CRM or FSM!

Pro Updates

Making it easier to share your work and get stuff done.

Share CompanyCam Projects with a QR Code

You can now generate a QR code for any project in CompanyCam! Just click ••• in the top right corner, and you’ll see an option to Download a QR code.

Here are a few ways CompanyCam users are implementing QR codes into their workflow:

  1. Project managers overseeing multiple jobs print codes off and add them to their job site docs so they can quickly scan the project and see where everything is at before they get out of their trucks.

  2. Users working on jobs with multiple subs and extended timelines print off the QR code and put it at the entrance so employees can scan it and get right to work without looking up Nearby Projects.

  3. Teams that do recurring jobs at the same address or buildings with multiple units use the QR code to ensure that projects are syncing to the correct job.

Collect Electronic Signatures in CompanyCam

Are you looking for a straightforward digital signature tool? Look no further than Signatures.

Signatures allows you to add custom form fields to the documents you upload into CompanyCam and send them off to your customers and subcontractors for their sign-off.

You can even gather the signatures you need from the field via the CompanyCam app!

General Functionality Fixes and Updates

These updates might not get their own subheadings, but they’re still worth a look:

  1. Increased security for email and password changes on your account 🔒

  2. Updated project screen for easier access to Checklists, Reports, and Documents 🔍

  3. See where photos were taken with the new Map This Photo’ view 🗺️

  4. General bug fixes and performance improvements 🐛

Back to School: Classes & Webinars

We’ve added a lot of helpful recordings to our website for you to watch on-demand. Some of our more popular titles:

  1. CompanyCam (Full Demo). If you’re looking for a refresher or need to get that new hire up to speed, this is the link for you.

  2. Documentation Means Dollars. A residential remodeler and designer sat down with us to share his tips for getting your crews to embrace documentation daily on the job.

  3. How to Turn Documentation into New Business. A solopreneur power washer shows how he turns his CompanyCam photos into commercial contacts.

We have a handful of upcoming classes and webinars you can also sign up for!

We have awesome integrations, features, and expanded workflows planned for the last four months of the year, so stay tuned to your emails, our blog, and social media for the latest! ✌️

Christian is known round these parts as the silent wizard — whipping out editing, researching, and strategizing skills like it’s nobody’s biz. As a Content Strategist, he stays busy assisting our Product and Activation/​Retention teams with all their content needs — all while staying as quiet as possible. (Heaven forbid he’d talk too much.) 

After work, Christian can be found hanging out with his beautiful wife Ruth, playing catch with his dog Sunday, rewatching that one Indian reality TV episode he starred in (#famous), or making dumb vides on his fine. Go on, Christian. Share your work with the class.

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