Keeping track of SOPs, reports, and daily logs can get messy fast when your information is spread across different tools. With Documents in CompanyCam, you have one place to write notes, organize details, and keep your entire team informed so your projects stay clear and on track.
What can you build in Documents?
Documents gives you a flexible space to capture what you need to keep your job site running smoothly: notes, photos, task lists, SOPs, daily logs, and client-ready reports, all without switching between separate tools.
Managing a construction project means juggling a lot of information: materials, deadlines, job updates, and team communication, and it’s easy for something to slip through the cracks. With Documents, you can see what’s happening on your project site today, what needs to happen tomorrow, and everything you need to keep the project on track.
Why teams use Documents
Here’s why Documents becomes the tool teams reach for first:
- Built around how you work: Documents gives you the freedom to capture the details that matter in a format that fits your team, whether that’s a quick note, a full SOP, or a client-ready report.
- Real-time organization: No more digging through emails or chasing down teammates for updates. Everything, from task lists to materials, lives in one place.
- Better team communication: Centralized, accessible notes keep everyone aligned whether they’re in the office or on the job site.
- Project visibility at a glance: Open a document to see what materials have arrived or which tasks are still pending, without hunting for the answer.
AI tools inside Documents
Along with Documents, you also get access to AI tools that make managing your projects more efficient:
- AI Summary: Instantly generates a summary of the project, giving you a high-level view of key updates and completed tasks.
- Progress Recap: Delivers a detailed recap of the project’s status, highlighting what’s been done and what’s next. Useful for keeping both the team and clients in the loop.
- Daily Log: Automatically builds a daily log of project activity, on-site events, and photos, paired with what to tackle next, so you’ve got a record of each day’s work without typing it up yourself.
- Walkthrough Note: Walk the job site, talk through what you’re seeing, and snap photos, all in one pass. It generates a series of AI-built documents, like summaries, progress updates, and daily logs, from that single walkthrough.
These AI tools help you streamline reporting and progress tracking, so you can focus on what matters most: getting the job done right.
How to get started
You’ll find the Documents tab in your CompanyCam project. From there, create your first document, add notes, upload site photos, build checklists, and stay on top of everything moving on the project.
Documents are built to grow with your project. As your needs change, update the document, add new details, and keep your team in sync from start to finish.
Get more out of your job site reporting
If you’re ready to take your project management further, Documents is the tool to get you there. A real-time view of your project’s status, with important details centralized in one place, means you stay organized, save time, and communicate more clearly across your team.
Start using Documents today and keep your projects moving forward with ease.
