What You’ll Learn
CompanyCam connects your project documentation with sales tools for building proposals and getting paid. In this video, you’ll learn how to create and send proposals, collect customer payments, and keep project information connected to the right project.
- Create proposals: Build proposals from a CompanyCam project, add scope and timeline details, use AI to generate content, and pull line items from your Price Book.
- Customize and send proposals: Add project photos, documents, terms and conditions, deposits, and e‑signatures before previewing and sharing the proposal with your customer.
- Collect payments: Give customers digital payment options through proposals and collect additional or final payments for completed work.
- Collect payments in the field: Create proposals and collect customer payments from the CompanyCam mobile app, including Tap to Pay.
- Project Boards and customers: Track projects through different stages with Project Boards and use the customer directory to keep contacts connected to their projects.