Building Custom Checklists in CompanyCam
Use checklists in CompanyCam to help your team take the right photos and collect the info you need on every job. In this session, we’ll show you how to build checklists in the web and mobile app so your crew can follow the same steps every time.
What You’ll Learn
Set up custom checklists that help your team follow a consistent process and documentation.
- Creating a Checklist on the Web: Learn how to start a checklist, add sections for organization, and create fields that your team completes on site.
- Adding Tasks and Questions Fields: Add tasks that require photos and include optional questions. Choose from yes/no, rating, text, or multiple choice formats.
- Using Notes and Reference Photos: Attach sample images to guide your team and mark photos as required to avoid missed documentation.
- Making Edits and Saving Templates: Make changes anytime, save checklists as templates for future use, or export to PDF for records.
- Create Checklists on Mobile: Follow similar steps in the mobile app to create checklists directly from the job site. Add sections, reorder fields, and assign instructions on the go.
Checklists help your team correctly document the jobsite every time. Watch the class to learn how to set up checklists in CompanyCam and start using them to the full potential on all of your jobs.