What You’ll Learn
This instructional video guides you through managing project details within the app, from editing project names and addresses to adding descriptions and contacts on CompanyCam.
- Editing Project Details: Learn how to update the project name, address, city, state, and postal code to keep your project information accurate.
- Adding Descriptions: Discover how to add detailed notes or descriptions to your projects, acting as a running notepad for essential information.
- Setting Up Contacts: Understand the process for adding contact information for quick access, including options for homeowner details or other essential contacts.
- Guest Access: See how to provide guest access to contacts, allowing them to view project details as needed.
By the end of this tutorial, you will be proficient in editing and managing project details within the app, ensuring all relevant information is up-to-date and accessible.