What You’ll Learn
Checklists in CompanyCam give your team a simple way to track work, add proof-of-completion photos, and stay organized on every project. This video walks you through creating, customizing, and completing a full digital to-do list.
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Starting a Checklist: Open a project, access the to-dos section, and create a new checklist using templates or starting from scratch.
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Working Through Items: Sort by sections, complete each task, and attach photos by capturing new images or pulling from the project.
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Adding Details: Include notes, markups, answers to custom questions, and completion data like time, date, and who performed the work.
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Exporting Results: Generate a PDF for client records or internal documentation, and save your checklist as a template for future jobs.
Checklists keep your workflows clear, consistent, and accountable. Try them today with CompanyCam and simplify how your team manages every job.