CompanyCam
AI User Guide

AI Summary turns selected project photos, descriptions, and available project context into a short update. CompanyCam AI organizes the information into an editable Document that you can review and share with customers or your team.

Choose the photos that show the part of the job you want to cover and add useful descriptions to provide more context. The generated Summary gives you a focused update without creating a longer project report.

When To Use AI Summary

Use a Summary when you need to communicate a specific update from a job, such as completed work, a jobsite condition, or progress on one part of the project. It works well for quick customer communication, internal updates, and documenting a specific phase of work.

Add descriptions to your selected photos with details about locations, work completed, and anything that still needs attention. Review and edit the generated Document before sharing so the final Summary accurately reflects the project.

How to Use AI Summary

• Crew members: Create a quick update showing completed work or progress on a specific part of the job.
• Project managers: Share focused project updates with customers or internal teams using photos already captured in CompanyCam.
• Office teams: Turn field documentation into organized updates without pulling together individual photos and notes.
• Sales teams: Summarize documented job conditions or completed work when following up with customers.

Daily Log turns project photos and their context into an organized record of what happened that day. CompanyCam AI can summarize completed work and identify remaining work or next steps when the information captured on the project supports them.

Document work throughout the day with photos and descriptions, then use that information to generate an editable Daily Log. This gives your team a daily project record that can be reviewed, edited, and shared.

When To Use Daily Logs

Use Daily Logs for end-of-day reporting, internal project records, and customer updates. They help document what happened on a specific day and make those details easier to reference later.

Add descriptions to photos throughout the day to give CompanyCam AI more context. Include details such as the area of the job, completed work, jobsite conditions, and work that still needs attention.

How to Use Daily Logs

• Crew members: Capture photos and descriptions throughout the day to document completed work and what still needs attention.
• Project managers: Create an organized daily record from the project documentation your team captured that day.
• Office teams: Review Daily Logs to follow project activity and reference previous work when coordinating with crews or customers.
• Owners: Review daily project activity and documented progress across active jobs.

Progress Recap documents how a project has progressed over time using project information, an AI-written recap, and selected photos. CompanyCam AI organizes that information into an editable Document that you can review and share.

Use the photos and descriptions captured throughout the project to show completed work, milestones, and changes across different parts of the job. The finished Progress Recap gives customers and your team a more complete view of the work documented so far.

When To Use Progress Recap

Use a Progress Recap when a project reaches a milestone or someone needs a broader update on the work completed over time. It works well for customer progress reports, manager updates, project milestones, and documenting work across different areas of a job.

Select photos that show the progress you want to cover and include useful descriptions with them. Review and edit the generated Document before sharing so the final recap accurately reflects the project.

How to Use Progress Recap

• Crew members: Capture photos and descriptions that document completed work and project changes as the job progresses.
• Project managers: Create milestone updates that show completed work and progress across different phases of a project.
• Office teams: Build customer-facing progress reports using documentation already captured by crews in the field.
• Owners: Review project progress and milestones without pulling together individual photos and updates.

Walkthrough Note lets you walk a jobsite, talk through what you see, and take photos while CompanyCam captures the details. After the walkthrough, CompanyCam AI organizes your voice input and photos into an editable Document.

Describe locations, job conditions, completed work, damage, or remaining work as you move through the job. You can pause and resume the camera session when you change areas or need to avoid capturing unrelated conversations.

When To Use Walkthrough Note

Use Walkthrough Note when you need to document a job while you’re already walking the site. It works well for inspections, estimates, progress checks, punch walks, and other situations where photos and spoken observations provide useful project context.

After CompanyCam generates the Walkthrough Note, review and edit the Document before sharing it with your team or customers. You can also turn a Walkthrough Note into a Checklist when the items you documented need to become field tasks.

How to Use Walkthrough Note

• Crew members: Document jobsite conditions, completed work, and items that still need attention as you walk the project.
• Project managers: Capture progress checks, inspections, and punch walks and turn action items into a Checklist.
• Sales teams: Record existing conditions, scope details, and photos while walking a potential job.
• Office teams: Review organized walkthrough documentation to understand job conditions and coordinate follow-up work.

Quick Caption lets you add descriptions to jobsite photos by talking instead of typing. After taking a photo in the CompanyCam mobile app, tap the microphone and describe what the photo shows, and CompanyCam turns your voice input into a concise photo description.

Include details such as the location, completed work, remaining work, materials, or damage. These descriptions give your team more context when reviewing photos and provide CompanyCam AI with more information when generating Documents.

When To Use Quick Caption

Use Quick Caption while taking photos when you have useful job details to add before moving on to the next part of the project. Speak naturally about what you see and include specific information that someone reviewing the photo later will need to know.

Quick Caption is also useful when you plan to create a Summary, Daily Log, or Progress Recap. Detailed photo descriptions give CompanyCam AI more project context to use when generating the Document.

How to Use Quick Caption

• Crew members: Describe completed work, jobsite conditions, damage, and remaining work while taking photos.
• Project managers: Add locations and project details to photos so updates are easier to review and reference later.
• Office teams: Use photo descriptions to understand what crews documented without needing additional context from the field.
• Sales teams: Capture details about existing conditions, measurements, materials, or scope while documenting a potential job.

AI Checklists turn spoken instructions and existing project information into organized Checklists your team can use in the field. You can create a Checklist by talking, build one from an existing Document or supported file, or turn a Walkthrough Note into a Checklist.

Crews can also use Talk to Complete to update a Checklist by describing the work they completed or what still needs attention. CompanyCam matches the voice update to Checklist Fields and marks the appropriate items complete.

When To Use AI Checklists

Use AI Checklists when job instructions, scopes of work, inspections, or other project information need to become tasks your team can follow in the field. Include specific locations and work details to help CompanyCam organize the Checklist into useful Sections and Fields.

AI Checklists can also carry information from jobsite documentation into the next phase of work. For example, you can create a Walkthrough Note during an inspection, turn it into a Checklist, and have the crew complete the work and attach photo proof.

How to Use AI Checklists

• Crew members: Use Talk to Complete to update Checklist Fields by voice and attach photo proof as work gets done.
• Project managers: Turn job instructions, Walkthrough Notes, and Documents into Checklists for upcoming work.
• Office teams: Create Checklists from scopes of work, SOPs, and other supported files instead of rebuilding tasks manually.
• Sales teams: Turn details captured during a job walkthrough into a Checklist that can help with the handoff to production.

AI translations translate Project Tasks, Project Conversations, and Photo Comments between English and Spanish in CompanyCam. Each User can set their default language, and the original text remains available when they need to reference it.

Shared Documents can also be viewed in English or Spanish. Anyone opening a shared Document can use the language menu to choose their preferred language.

When To Use AI Translations

Use AI translations when English- and Spanish-speaking team members are working on the same projects. Crews can document updates in their preferred language while other team members translate the information they need to read.

Translations can also help when sharing project documentation with customers. Customers viewing a shared Document can select English or Spanish without your team creating separate versions.

How to Use AI Translations

• Crew members: Read Project Tasks, Project Conversations, and Photo Comments in your preferred language.
• Project managers: Follow project updates and communicate with English- or Spanish-speaking team members.
• Office teams: Reference translated project information when coordinating work between the field and office.
• Customers: Choose English or Spanish when viewing a shared Document.

CompanyCam MCP connects your project data to supported AI tools like ChatGPT and Claude. You can ask questions about your projects, photos, checklists, comments, and other available information using natural language.

Instead of opening individual projects to find information, you can ask your AI tool questions about project history, recent activity, jobsite photos, or project status. You can also use supported MCP actions to create or update certain information in CompanyCam.

When To Use CompanyCam MCP

Use CompanyCam MCP when you want to find or work with CompanyCam project information from your AI tool. Ask questions like, “What projects did I update this week?” or “Summarize the job history of Maple Ridge” to quickly pull together relevant project context.

You can also ask follow-up questions to dig into the information you find. This can help when preparing for project meetings, checking recent field activity, researching a customer question, or reviewing work across multiple projects.

How to Use CompanyCam MCP

• Project managers: Review project history, recent activity, photos, and other available information before meetings or jobsite visits.
• Office teams: Find project details and job history when coordinating work or responding to customer questions.
• Sales teams: Reference past project information and photos when preparing for similar jobs or following up with customers.
• Marketing teams: Find project photos and relevant job details to help identify content for marketing.
• Owners: Ask questions across project data to review current work and activity across the company.

Want to learn more about how the rest of your team can use CompanyCam?

• CompanyCam for Owners

• CompanyCam for Office Admin

• CompanyCam for Project Managers

• CompanyCam for Sales Teams

• CompanyCam for Crew Members

• CompanyCam for Marketing Suite

And be sure to bookmark our help site to find quick answers to your questions as they come up.