Adding AI into your workflow is easier than you think.
With Walkthrough Note and Captions, you can speed up your work in CompanyCam, improve communication between the office and field, and keep everyone on the same page.
But knowing what these features do only helps if you know how to use them. Here’s how contractors are putting CompanyCam AI to work.
1. Faster Proposal Turnarounds
Sometimes, the difference between winning and losing a bid is the amount of time it takes to get the proposal to the customer.
With a Walkthrough Note, you can shorten that turnaround dramatically.
Here’s how it works:
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On site, the salesperson opens the project, taps the Pages tab, and creates a new Walkthrough Note.
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As they walk the property, snapping pictures and talking through what needs to be addressed, AI builds everything into a clean, client-ready Page.
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Back at the office, staff already have the photos, notes, and context needed to build a proposal the same day—no waiting for someone to return from the field.
2. Cleaner Project Handoffs
When a project moves from sales to production, there can be friction.
AI-generated captions make handoffs smoother by turning voice notes into text on each photo.
Sales team members and project managers can add context without typing, so crews know exactly what needs to be repaired, removed, or replaced. The right details are there, without errors or confusion.
A picture’s worth a thousand words — but the right words still matter.
3. Daily Logs
Progress photos and checklists help crews and office staff stay aligned. But owners and managers juggling multiple jobs need clear, quick updates they can review from anywhere.
That’s why many contractors use the walkthrough note feature in CompanyCam to create daily logs. Here’s how:
- At the end of each day, a designated team member creates a new daily log from their photos and voice notes, showing progress and pointing out areas that need to be addressed the next day.
- The AI-generated report is ready in minutes for admins and managers to review from wherever they are. They can easily be cleaned up in the editor after the fact to add or remove photos or information before being shared with customers.
Want to dig deeper?
Check out our training classes for how-tos and tutorials, or join a live course to see these tools in action.
Try it today: Record a Walkthrough Note on your next job and add a caption to your next photo. See how fast AI handles the paperwork.
