Keeping your customers informed and engaged can make all the difference in delivering a successful project outcome. Whether you’re renovating a home, managing a construction site, or coordinating a marketing campaign, the right project collaboration tools can enhance transparency, improve communication, and foster strong client relationships.
Here’s how you can use these collaboration tools and other methods to keep your customers in the loop every step of the way.
Project Management Software
Task Management: Project management tools like Jobber and JobNimbus help manage day-to-day operations by tracking tasks, scheduling jobs, and task completions. This keeps customers informed about the timeline and specific details of their projects.
- Customer Relationship Management: Jobber also serves as a CRM tool, making it easier to maintain updated contact information, notes, and job status, which can be shared with customers to keep them in the loop.
Visual Documentation Tools
Real-Time Photo Updates: With tools like CompanyCam, you can provide customers with real-time photo updates directly from the job site. This not only keeps them informed but also allows for immediate feedback and approvals, speeding up the decision-making process.
- Guest Access Features: Customers can be granted guest access to a secure project space where they can view updates, comment on photos, and even upload their own images or documents that might help clarify questions or provide additional details.
Scheduling and Appointment Tools
Project Scheduling: Create detailed project schedules that can be shared with customers using a tool like JobTread, providing them with a clear view of the project timeline and upcoming milestones.
Appointment Details: Allow your customers to view real-time updates on service provider arrivals and job statuses with tools like Housecall Pro, offering convenience and clarity.
Automated Updates and Alerts
Regular Updates: Set up a system to send automated emails for regular project updates, keeping customers well-informed of progress and any significant changes.
Automated Confirmations: Utilize automated emails to handle appointment and scheduling confirmations, ensuring that customers receive timely reminders without requiring you to manually send each confirmation, saving time and reducing the chance of oversight.
How to Use CompanyCam to Build Trust with Your Customers
When you’re neck-deep in a project, keeping everyone looped in can be a real headache. That’s where CompanyCam comes in — not just a photo app, but a real deal project collaboration tool. It lets you add your customers as guests on projects so you can share updates and photos in real-time, and your customers aren’t left in the dark.
Why Invite Customers to Access Their Projects?
Transparency: Inviting your customers to view real-time progress promotes trust and transparency.
Communication: Reduce misunderstandings by letting customers view updates, comment on photos, and submit their own snapshots to clarify points or questions. This keeps everyone on the same page and speeds up decision-making.
Value-Add for Your Service: Mentioning this access as a perk can differentiate your service from the competition, adding more bang for their buck on your invoices.
How it Works
CompanyCam’s Guest Access feature allows you to add your customers to a project. Whether you’re on your mobile or desktop, adding a customer is straightforward:
On the web
Open the Project you want to add Guest Access to.
Click the Share button in the upper right corner of the page.
Click Add Guest Access from the menu, then click on Add Guest Access in the dialog box that pops up.
Type in the email address(es) of those you’d like to add for Guest Access.
In the app
Open the Project you want to add Guest Access to.
Tap on Add Project Contact.
Enter the Contact Name, Phone Number, Email, and toggle on Guest Access.
Tap Add Contact to send the link.
Once added, your customers will receive a direct link via email or text. Remind them to save this link — it’s their gateway back into the project whenever they need it. For more detailed instructions, check out this how-to article: How to Add Guest Access on Projects.
Integrating customers into your projects not only enhances communication but also deepens their engagement with your services. This direct involvement can lead to higher satisfaction, repeat business, and more referrals — solidifying your reputation as a proactive, trustworthy professional.
