The busy season is well underway, so we’ll keep this month’s updates to just a handful of the most important things you need to know about in and around your favorite job site app.
This month, we have three new integrations to highlight, a couple of key functionality updates, and one new podcast you should check out.
Let’s jump in!
New & Improved Integrations
Work smarter with these new integrations.
Fully Released: QuickBooks Online™
Our team just added the finishing touches to this much-requested integration.
After connecting CompanyCam and QuickBooks Online, you can create new CoCam projects from new or updated Customer, Invoice, or Estimate entries and send your CompanyCam photos back to QuickBooks Online to be used in Estimates, Invoices, or Customer Records.
Simplify your customer management, get your photos where needed, and operate more efficiently than ever.
Dive deeper: QuickBooks Online + CompanyCam
New: Beam
Beam is an all-in-one financial automation software for contractors.
With this integration, new Projects created in CompanyCam will make a matching entry in Beam, and any photos and documents added to CompanyCam will sync back to the Beam project.
Connect the integration: CompanyCam + Beam.
New: Rilla
Rilla is the leading virtual ride-along software for the home improvement industry. The tool uses AI to automatically transcribe, analyze, and provide feedback on customer conversations, helping teams improve their close rates and saving sales managers dozens of hours every month.
This integration syncs all the photos your sales reps take in the field into your virtual ride-along, allowing you to coach them thoroughly by hearing and seeing what they see.
Dive deeper: How to Integrate CompanyCam with Rilla
Bonus: If you’re looking for simple and effective ways to move your photos and organize your teams, don’t sleep on the CompanyCam Chrome Extension and CompanyCam + Google Calendar integration.
In-App Updates
Zhushed up features and user experience.
Quick Caption UX Update
After you snap a photo, your actions are one step away: Tap Description to use our new Quick Caption tool; tap the keyboard to type; or select the squiggle to start marking up your image with text, objects, and stickers.
Note: Quick Caption is enabled by default. If you don’t see a Quick Caption prompt after you take a photo, check your camera settings to see if it’s toggled off.
Project Tasks
Last month’s newsletter tasked you with trying our new Project Task functionality. Did you check them off? As a reminder, you can now create tasks from videos and hide completed Tasks.
Quick tip: Tasks are perfect for noting quick, one-off things you need your team to address on a job, pick up from the shop, or share with everyone on site. But if you’re looking for a more standardized documentation process, take some time to build out checklist templates!
Good Contractor: Your Favorite New Podcast
What does it mean to be a good contractor? Each week, CompanyCam CEO Luke Hansen and CompanyCam not-CEO John Talman invite a new guest to share their experiences and try to answer what being a good contractor means.
Get it where you get your older, less favorite podcasts: Apple Podcasts + Spotify.
#ProTips (for Pro + Premium Features)
Do more things in less time with these three features.
Project Templates
Take some time to set up a Project Template for each type of service you offer, including specific checklists, reports, and documents for each type of job. For example, a plumber should create unique templates for sewer, water, gas, and water heater projects.
These will help your team work faster, gather all the required documentation, and ensure it’s all done to your standards.
Pages
Pages is our customizable digital notebook, located in each of your Projects.
Payments
Payments is the perfect tool for collecting deposits for upcoming work and quick service calls.
Offer your customers more ways to quickly pay — and ensure you leave with money in your pocket.
And as always, we squashed a few bugs and enhanced the performance across the app.
We’ll be back next month with another round-up full of features. Until then, we hope you can put these updates to work so you can spend more time enjoying your summer and less time doing busywork after you get off work.
