Providing a quality project management system for your team is important.
That’s why you found yourself browsing for construction management apps or project management tools on the web, ultimately choosing CompanyCam—and for good reason. Your team is experiencing the benefits of an organized workflow, improved task management efficiency, and streamlined project documentation.
When it comes to handling multiple projects and managing critical business tasks in general, you and your team are on the same page. But sometimes, you need to provide job details and timely job status updates for a customer or outside partner. You want your entire team to be able to produce something quickly but not something that looks unprofessional.
Enter the CompanyCam Photo Reports feature. What is it? How do you use it? We answer all of that below, so dive in and discover how reports can help your business.
What is a Photo Report?
You need a way to convert project data into a format that effectively communicates your work to customers, and adding more photos is essential. Photo Reports allow you to transform those important photos and project details into a professional-looking PDF, complete with a shareable URL for key stakeholders — adjusters, customers, your internal team, or even a long-lost friend from high school.
These reports can be generated either in the app or on a desktop, giving your team flexibility regardless of their location. Imagine sending a contract from a job site or submitting insurance paperwork from a café — efficient and effective.
Check out this Help Article: How to Create a Photo Report, for detailed instructions on building reports in the app or on desktop.
Create Your Own Report Templates
Once you’ve made a few Photo Reports, you can save them as templates for future use. This feature is available to Premium users and helps keep your reports consistent. To upgrade, visit your billing page.
What can you set in a report template?
- Number of Photos per Page: Decide how many photos to show without crowding the report.
- Custom Header: Add your company logo and contact info to personalize the report.
- Photo Order: Arrange your photos in the order that best tells your story.
- Photo Details: Include where and when each photo was taken for added context.
- Photo Tags: Use tags to group photos for easier sorting.
These templates let you and your team create reports faster, cutting down on the time spent redoing layouts and settings.
Customize Your Photo Reports
CompanyCam’s Photo Reports come with plenty of customization options, so you can adjust reports to fit your project’s needs. You can choose to include:
- Project Location: Show where the work is happening, which helps with tracking and communication.
- Photo Attribution: List who took each photo to encourage accountability and clarity.
- Text Snippets: Use pre-written text to speed up report creation, especially for regular updates or common themes.
- Sections and Summaries: Arrange photos and info clearly to make the report easy to read and highlight key details.
All of this ensures that your reports are clear and focused, without any extra clutter.
Dive Deeper
Looking to dive deeper? We offer resources to help you master the ins and outs of editing existing reports.
- Edit Your Photo Report Settings
- Create a Report with Tags
- Create and Use Report Templates
- Add Text Snippets to Your Reports
Want to learn more about what’s possible with CompanyCam? Grab your pencils and check out our free classes! (We’re not handing out grades, we promise).
