A checklist works best when it reflects what actually needs to happen on the job. Building one by hand takes time, especially when the details already live in a scope of work, project Document, or someone’s notes from a walkthrough.
CompanyCam AI Checklists turn spoken instructions and existing project information into organized Checklists your crew can use in the field. You can talk through the work, create tasks from existing content, or use voice to update Checklist Fields as work gets done.
In this guide, you’ll learn how AI Checklists work, how to create and complete them with voice, and how to turn existing job information into actionable work.
What are AI Checklists?
AI Checklists help teams create and complete checklists using voice input and existing project data. You can give the AI Assistant information about the work, and CompanyCam organizes those details into checklist Sections and Fields.
There are several ways to use AI with checklists. You can talk through upcoming work, create a checklist from an existing document or supported file, turn a walkthrough into a checklist, or use voice to update work as it gets completed.
Specific input gives CompanyCam more job context to work with. Include details about the location, work, materials, and conditions when they’re relevant to the checklist you’re creating or completing.
Create a checklist by talking
Talk to Create lets you describe the work in your own words while CompanyCam organizes the information into checklist Sections and Fields. You can explain the job as you would to someone on your crew, including the tasks and project-specific details they need to know.
For example, you could describe the work for an upcoming roof replacement, including tear-off, underlayment, flashing, shingles, cleanup, and final documentation. CompanyCam can use those instructions to build a checklist your team can review before putting it to work.
Give the AI Assistant job-specific details
Include enough context for the AI Assistant to understand what needs to happen and where. Specific locations and instructions can also make the AI-generated checklist easier for the crew to follow in the field.
Useful details can include:
- The area or location where the work needs to happen
- Specific work that needs to be completed
- Materials or equipment involved
- Existing damage or jobsite conditions
- Items that need to be inspected or verified
- Photo documentation the crew needs to capture
- Work that should happen before or after another task
Review the checklist before assigning or using it. You can edit the Sections and Fields to match the job and add any project-specific information that needs to be included.
Complete checklists by talking
AI checklists can also help crews update work from the field. With Talk to Complete, a crew member can describe finished and incomplete work while CompanyCam uses the update to identify the corresponding checklist Fields.
CompanyCam analyzes the voice update and marks the matching fields as complete based on the information provided. Crew members can also attach photo proof while giving their update, connecting completed tasks with documentation from the jobsite.
Describe the work as it happens
A field update could include details such as, “We replaced the damaged flashing on the west side and sealed around both pipe boots. The gutter on the back elevation still needs to be reattached.”
Include the location and status of the work when those details are relevant. Before finishing, review the checklist to confirm the correct fields were updated and that remaining work is still accounted for.
Turn walkthroughs into checklists
A jobsite walkthrough can identify work that needs attention while someone is already on-site. With Walkthrough Note, you can walk the property, take photos, and talk through what you see while CompanyCam captures that information in an organized document or report.
Once the walkthrough is generated into a document, you can review and edit it, then turn the document into a checklist. Observations captured during the walkthrough can become work your crew can reference and complete in the field.
The process can move directly from jobsite documentation to the work that needs to happen next:
Walk the job → talk and take photos → generate a Walkthrough Note → create a Checklist → complete the work
This can be useful for inspections, punch lists, maintenance visits, repair scopes, pre-work walkthroughs, and other jobs where the next steps become clear while someone is on-site.
Create checklists from existing documents and files
Job instructions may already exist in a scope of work, SOP, inspection document, or another supported file. CompanyCam can use that existing content to create a checklist for the crew to reference in the field.
Existing content can become:
- Scopes of work → project tasks
- SOPs → repeatable processes
- Inspection information → follow-up work
- Existing Documents → field Checklists
- Walkthrough Notes → punch lists or next steps
Review the generated checklist against the original source before using it. AI-generated content can miss details or interpret information differently than intended, so your team should confirm that the checklist accurately reflects the work.
Use AI Checklists across the lifecycle of a job
AI Checklists can support the people planning the work and the crews completing it. Information captured in the office or during a walkthrough can become a checklist that follows the project into the field.
How your team uses AI Checklists will depend on each person’s role and the information they need during the job.
Project managers
Project managers can talk through an upcoming scope and turn those instructions into a checklist before work begins. They can also convert walkthroughs into tasks after inspecting a job, giving the crew an organized list based on what was documented on-site.
Crews in the field
Crew members can use Talk to Complete to describe finished and incomplete work while they’re still on the job. They can attach photos as proof and review the checklist to see what remains before leaving the site.
Owners and admins
Owners and admins can turn existing scopes, SOPs, and other project information into checklists for their teams. They can also use the same process across similar jobs with checklist templates while editing each checklist for project-specific details.
Get better results from AI checklists
You don’t need special prompt-writing skills to use AI checklists. Talk naturally and give CompanyCam the same job details you would give someone who needed to understand the work.
Include locations and specific instructions whenever possible. “Repair siding” provides less context than “Replace the damaged siding on the north elevation around the first-floor window.”
When creating or completing a checklist with voice:
- Include the location or area of the job when relevant
- Describe completed and remaining work specifically
- Mention materials or jobsite conditions that affect the task
- Limit background noise while recording
- Review AI-generated or updated checklist fields before moving on
AI-generated content should be reviewed before your team relies on it in the field. This is especially important when a checklist includes safety requirements, contractual work, inspections, or other information that needs to be exact.
Connect jobsite documentation to the work ahead
CompanyCam AI uses information your team already captures on the job to help create the documents and tasks you need next. Photos and voice descriptions can become project updates, while walkthroughs and existing files can become checklists crews can use to complete the work.
AI Checklists connect that information to the work itself. Your team can document what needs attention, turn those details into a checklist, complete the work, and attach photo documentation along the way.
Create checklists by talking.
CompanyCam lets your team talk through the work and turn those details into organized checklists.
