CompanyCam helps contractors manage projects, coordinate field teams, and keep work moving. By connecting job site activity with project information, CompanyCam gives owners, project managers, and crews a shared view of what’s happening across their jobs.
From the first inspection to the final walkthrough, your team can use CompanyCam to capture job site photos, track work with checklists and tasks, communicate about project updates, and share progress with customers. Everything stays connected to the project, so your team can review what’s happened and determine what needs to happen next.
This beginner’s guide explains what CompanyCam is, how it works, and how contractors use its features to run their daily work. You’ll learn how to set up projects, coordinate your crew, track progress, and manage project information from the field or office.
What is CompanyCam?
CompanyCam is a job site visibility platform built for contractors and field service teams. It connects project photos, field activity, and team communication in one place so contractors can follow job progress and manage work across active projects.
Each project serves as a shared record of what’s happening on the job site. Crews can capture photos, document completed work, update checklists, and communicate with team members, while owners and project managers can review that information to understand progress and coordinate next steps.
CompanyCam also includes tools for creating documents, managing project tasks, collecting signatures, and handling payments. These connected features help contractors manage work throughout the project, from the initial inspection and planning stages through completion and customer handoff.
Add and manage your team
Start by adding the people who need access to CompanyCam. Enter each person’s email address, choose their permission level, and send an invite so they can join your company account.
Permission levels control what each person can view and manage inside CompanyCam. Setting these roles during onboarding gives crew members, managers, and office staff access to the project information and tools they use for their responsibilities.
To add a new user:
- Enter their email address.
- Choose their permission level.
- Send the invite.
For a more detailed walkthrough, follow the steps for inviting new users. You can also build CompanyCam into your new-hire onboarding process so employees learn how your company documents jobs from the start.
Create and organize projects
CompanyCam organizes your work around individual projects, giving your team a central place to access job information and follow progress. When you create a project, CompanyCam can use your location to suggest nearby addresses, helping you quickly set up the job.
As crews document their work, photos and videos are automatically organized within the project with details such as the date, time, and person who captured them. Owners and project managers can open the project to review documented activity, check recent updates, and see how work has progressed.
You can also use project templates and groups to create a consistent structure across similar jobs. For contractors managing multiple projects, this makes it easier to organize job information and give team members a familiar process to follow.
Capture and store photos and videos from the field
Job site photos and videos give your team a visual record of work as it happens. Crews can capture existing conditions, document installations, and record completed work directly in CompanyCam, where everything is organized under the appropriate project.
On a roofing job, the crew might document the condition of the roof during an inspection, capture photos after removing old materials, and record the completed installation. A project manager can review those updates from the office to see the documented progress and identify areas that need follow-up.
CompanyCam also includes Offline Mode for job sites with limited or no cell service. Crews can capture photos and videos while offline, and CompanyCam queues the files to upload automatically when the device reconnects.
Offline Mode also supports working with previously opened Checklists and Project Tasks, along with creating Documents such as Daily Logs, Invoices, and Proposals. This allows crews to continue documenting work in areas with unreliable service and sync their updates once they’re back online.
Add context with tags, annotations, and LiDAR measurements
Photos show what’s happening on a job site, while the information attached to them helps your team understand the work. Adding descriptions, tags, comments and @mentions, and annotations gives project managers and other crew members more context when reviewing updates.
A crew member can annotate a photo to identify damaged materials or point out an area that requires additional work. CompanyCam also supports LiDAR measurements on compatible devices, allowing crews to measure distances and capture dimensions directly on job site photos. These measurements help teams communicate job conditions and reference dimensions when planning work or reviewing project details.
CompanyCam’s search and filtering tools help you find project documentation by details such as users, tags, and dates. You can also use Before & After photos to compare different stages of a project and show customers how the work progressed.
Communicate with your crew in the app
Project communication works best when everyone can reference the same job information. CompanyCam keeps conversations connected to projects, allowing crews to comment on photos and videos, participate in project discussions, and use @mentions to notify team members.
When a crew member has a question about an installation detail, they can upload a photo and mention the project manager directly. The manager can review the photo and respond within the project, giving everyone involved access to the conversation and its context.
CompanyCam also supports AI-powered translations for in-app conversations on select plans. Team members can translate comments and conversations when crews communicate in different languages, helping everyone follow project discussions.
Use checklists and tasks to track work
Checklists help crews follow established processes while giving project managers a way to review completed and outstanding work. You can create a Checklist from scratch, save reusable Checklist Templates, or convert existing files into Checklists.
Checklist fields can include instructions, questions, and required photos that crews complete as they work. Project Tasks support individual to-dos and can be added to projects, photos, or videos when specific work needs attention.
Contractors can use these tools throughout a project:
- Inspections: Guide crews through required inspection steps and capture photos of job conditions.
- Daily work: Track assigned activities and document completed steps.
- Quality control: Record installation details and identify items requiring follow-up.
- Punch lists: Document remaining work and track tasks before final sign-off.
- Project closeout: Confirm required steps are complete and maintain a record of finished work.
CompanyCam also includes AI tools for Checklists on select plans. In the mobile app, you can describe a Checklist out loud and have AI build it, or use voice to record progress and complete Checklist fields while you work.
Build reports and documents
Project documentation helps contractors communicate what’s happening on a job and maintain a record of completed work. CompanyCam’s Document Builder lets you turn photos and project information into documents that can be used internally or shared with customers and other stakeholders.
You can build photo reports, organize information into sections, add text and project details, and select the documentation you want to include. Reusable templates also help teams create consistent documents for inspections, progress updates, and project completion.
Because documents stay connected to the project, your team can create updates using information already captured in CompanyCam. A project manager can review the week’s job site photos and create a progress report showing the work completed for a customer.
Build documents with AI
CompanyCam’s AI tools can use job site photos, descriptions, and project information to help create reports and project updates. Depending on the type of update you need, AI can organize existing documentation into a Summary, Daily Log, Progress Recap, or Walkthrough Note.
Each option supports a different part of your project:
- Summary: Adds AI-generated context to a selection of project photos.
- Daily Log: Pulls together documentation from a day of work into an editable update.
- Progress Recap: Organizes project history into an update covering work completed over a selected period.
- Walkthrough Note: Uses photos and spoken observations captured during a site walkthrough to organize project notes.
Your team can review and edit the generated content before sharing it. These tools help contractors turn documented field activity into information they can use for project reporting and communication.
Share project updates with customers
Keeping customers informed helps them understand how their project is progressing and what work has been completed. CompanyCam lets contractors share project information through photo galleries, timelines, reports, documents, and other shareable content.
The format depends on what the customer needs to see. A timeline can provide an ongoing view of documented progress, while a report can package selected photos and project details into a PDF for a customer, subcontractor, or insurance adjuster.
For longer projects, shared documentation can also help customers and other stakeholders review progress without visiting the job site. Teams can use photo documentation to communicate field activity with government agencies, insurance adjustors, subcontractors, and community stakeholders.
Keep files and signatures with the project
Contracts, work orders, and other project documents provide information your team needs throughout a job. CompanyCam lets you upload PDFs and other files so crew members and office staff can access them alongside the project’s photos and activity.
On select plans, you can send files for electronic signatures directly from CompanyCam. On the web, Signature Requests can be sent to one or more signers by email, with options to set a signing order and place signature or autofill fields on the document.
The mobile app also includes Fill & Sign for adding signatures and text directly to uploaded files. Signatures can be drawn, typed, or uploaded as an image, allowing contractors to complete paperwork while they’re at the job site.
Send invoices and collect payments
CompanyCam connects sales and billing activities to the projects where work happens. Contractors can create Proposals for upcoming work, send itemized Invoices, and collect customer payments through CompanyCam.
Keeping these activities connected to the project gives your team access to relevant photos and scope details when preparing customer paperwork. An office team member can review documented work before creating an invoice for a completed project.
After setting up built-in payment processing, you can request and collect payment directly from supported Proposals and Invoices. For eligible in-person payments, Tap to Pay also lets contractors accept payment using a compatible mobile device, with availability depending on the plan and account setup.
Market your business with CompanyCam
CompanyCam’s Marketing Suite helps contractors turn their completed projects into marketing content that attracts new customers. Using photos and project information already captured in CompanyCam, your team can promote its work across social media, Google, and your website.
Marketing Suite connects your job site activity to your marketing efforts, making it easier to showcase completed projects and reach potential customers. You can create content from project photos, manage your online presence, and track marketing performance from one place.
Marketing Suite includes tools to help contractors promote their work:
- Social Media: Turn job site photos into posts, reels, and carousels with AI-generated captions. Schedule content across multiple social media platforms.
- Google Business Profile: Publish project photos and updates directly to your Google Business Profile and manage your business information.
- Reviews: Request customer reviews after completing a job and respond to reviews directly in CompanyCam.
- Local SEO: Review your Google Business Profile’s strength score and get recommendations to improve your visibility in local search results.
- Portfolio: Showcase completed projects in a shareable portfolio, embed your work on your website, and display projects on an interactive map.
- Locations: Manage Google Business Profiles and social media accounts for multiple business locations from one account.
Marketing Suite uses the project information your team already captures while running the work. Each completed job gives your business more content to share with potential customers, helping you build a stronger online presence and support future sales.
Connect CompanyCam with the tools you use
Contractors often use different software to manage estimating, customer relationships, and accounting. CompanyCam offers more than 60 integrations that help connect job site information with the other platforms your business uses.
Integrations can pass project information between CompanyCam and connected software, reducing the amount of information your team needs to enter in multiple places. You can also connect additional apps through Zapier or use the Chrome Extension to access CompanyCam photos while working in browser-based software.
These connections help your field documentation support other parts of the business. Your team can continue using the tools that fit its processes while keeping job site activity and project information accessible in CompanyCam.
How does CompanyCam work?
CompanyCam works by connecting the information your team captures in the field to the projects they’re working on. Crews document job site activity, complete checklists, and communicate about their work, while managers can review those updates to understand what’s happening across their projects.
Each update adds to the project’s history, giving your team a record of documented progress and completed work. Project managers can use that information to follow up on outstanding tasks, answer customer questions, and coordinate upcoming work based on what’s been recorded.
How contractors use CompanyCam to run the work
Different team members can use CompanyCam to support their daily responsibilities:
- Business owners: Review documented activity across active projects and stay informed about job progress without visiting every site.
- Project managers: Check recent field updates, review checklist progress, and coordinate work that needs attention.
- Crew members: Access project information, document completed work, and communicate with managers about job conditions.
- Office administrators: Find project records, prepare customer documents, and support billing activities using information from the field.
- Sales teams: Review project history, prepare proposals, and use photos of completed work during customer conversations.
Because these activities happen within the same project, your team can reference shared information when discussing the work. This gives contractors a more complete view of documented job site activity and helps everyone understand their responsibilities.
Get started with your first project
During your first week with CompanyCam, start with one active project and use it to learn the core features. A basic setup can look like this:
- Add your team and set permission levels.
- Create an active project and add the appropriate users.
- Capture job site photos and add descriptions that explain the work.
- Add a Checklist or Project Task to track required activities.
- Review project updates from the office and communicate with your crew.
- Create a report or document using the information captured throughout the job.
- Share a progress update with your customer.
Once your team is comfortable with the basics, you can introduce templates, AI tools, integrations, and billing features based on how your company operates. As you use more of CompanyCam’s connected capabilities, your project records become a more useful resource for managing daily work and reviewing progress.
Still have questions?
The CompanyCam Community gives contractors and field teams a place to ask questions, share templates, and see how other companies use CompanyCam on their jobs. You can browse existing discussions or ask about a specific feature or project process.
If you’re evaluating CompanyCam for your company, start with three questions to ask before buying field software. They can help you evaluate how your crews and office teams will use the platform to manage project information and coordinate work throughout a job.
Get your team up and running.
Use CompanyCam to follow field activity, review project updates, and manage work across multiple job sites.
