What You’ll Learn
CompanyCam helps keep customer-facing information and interactions connected to the project from active work through job completion. In this video, you’ll learn how to use built-in tools to communicate project details, collect approvals and payments, and follow up with customers.
- Collect customer payments: Accept payments from the field or office and use Tap to Pay when you’re with a customer on the jobsite.
- Collect digital signatures: Send documents for signature from the office or use Fill & Sign on mobile to collect signatures while you’re with a customer.
- Create and share documents: Combine project photos, text, tables, and other job details into documents you can customize and share with customers.
- Create job updates with AI: Capture photos while talking through a jobsite and use AI to organize your observations into walkthrough notes you can review, edit, and share.
- Request customer reviews: Send Google review requests with project photos from web or mobile and give customers a direct way to share their experience.