Class Recap
We covered five features that will help you and your team do good work in less time (with less stress). Watch the recap above — we included chapters so you can skip around — or keep reading to get the takeaways.
1. Use the AI Walkthrough Note to document jobs hands-free
Open the AI Walkthrough tool, hit record, and narrate what you see as you take photos. The more descriptive you are, the better the AI organizes your notes into sections. When you’re done, you can quickly generate a checklist from the walkthrough, so your team has actionable next steps ready to go.
2. Turn existing photos into shareable reports in seconds
If your team is already adding descriptions to photos, put them to work. Select those photos and generate a Summary, Daily Log, or Progress Recap using AI. Share it with customers or stakeholders directly from CompanyCam without building a single document from scratch.
3. Build Checklist and Project Templates before the busy season hits
Set up checklist templates with required photos, questions, and field items so your team knows exactly what to capture on every job. Then bundle those into a project template so everything (checklists, reports, files, and pages) is ready the moment a new project is created.
4. Highlight your best work with Portfolios to attract more business
Collect your best project photos into a showcase! You can create a Portfolio site in CompanyCam to share with potential customers easily or embed it on your website to show off your work without having to build anything yourself.
5. Request Reviews and Payments before you leave the job site
Send customers a review request with selected project photos and a direct Google review link, or pull up the QR code for an instant in-person review. Collect payment the same day using tap-to-pay, a shared link, or manual card entry through CompanyCam’s Stripe-powered payments feature.
