You wear a lot of hats—you’re part HR, part project manager, part client contact. But with CompanyCam’s help, the updates come to you, so you spend less time chasing your team and more time actually managing.
Here are some tips to help you get started.
Build Data-Rich Projects
Projects are the foundation for all the work you’ll do in CompanyCam. The more information you can add to a Project, the more you’ll set your team up for success.
Create a new project by tapping the plus sign at the bottom of your screen. Here's what to fill in before your crew hits the job site:
- Add Customer Info so your team knows who to contact at the property.
- Include important project details in the Description, like key locations, garage codes, pets on the property, or any other need-to-knows.
- Assign Users and groups so your crews know exactly where they should be.
Want to set your team up even further? Add these to every project:
- Checklists to make sure your team follows your SOPs on every job, complete with photos to prove it.
- Documents like scopes of work that your crew can refer back to without having to call the office.
- Templates to automatically populate your most-used checklists, reports, and documents in every new project you create, even ones made from an integration.
Pro Tip: Use Project Templates so that your most-used checklists, reports, and documents will automatically appear in all new projects you create, even if they’re made from an integration.
Create Tags and Labels
Instead of folders, projects and photos on CompanyCam are organized using Tags and Labels. Although they sound similar, they’re used in different ways to keep you organized.
Labels are for project-level organization. They’re perfect for keeping track of project status (e.g., Needs Bid, In Progress, Needs Payment) so that you can see how the project is going at a glance and keep your account cleanly organized.
Tags are for photo organization. Use tags to help identify what room a photo was taken in, what materials or products were used, and more to quickly pull photos up to address with your team, show to a client, or share to social media.
Pro Tip: If you lose a bid for a project, label it as Follow Up X Months and Archive the project. That way, you can keep your team’s feed clear of work and build a list of leads for your team to follow up with during slower parts of the year.
Centralize Team Communication
You constantly communicate with all kinds of project stakeholders—employees, clients, and subcontractors. The more of that communication you can keep in one place, the fewer chances there are for things to slip through the cracks.
That’s why we encourage you to use CompanyCam as your single source for project communication.
Use these key features and workflows to keep everyone in the loop:
Project Conversation is where you and your team will share project-wide updates and mention who needs to know and see the updates.
Comments live on photos and videos. Use comments to address specific issues in the photo and even create tasks for your team.
Mentions. Tag your users and groups in the conversation and comments, so you know they’re picking up what you’re putting down.
Notifications. And make sure you have your notifications on so you can see what your team in the field is saying back.
Translations. Comments, tasks, and project conversations are automatically translated based on each user's language settings, so your whole team stays in the loop no matter what language they're working in.
Share Updates with Client
Customers appreciate seeing the work you do for them. That’s why we give you a handful of easy communication options:
- Share a Gallery with clients who simply want to see the highlights from the job site.
- Send clients a Timeline link at the beginning of a project so they can drop in at any point to see where things are at.
- For more hands-on customers, you can give them Guest Access, which allows them to add photos and comments to their project.
- Use Pages to build and share professional text-and-photo updates straight from the job site. Our AI-powered features can help you generate progress recaps, summaries, and daily logs using your voice and photo descriptions.
If you want to leave your customer with a professional summary of the work you completed, generate a Report outlining the process from start to finish. Sharing before and after photos is also a great way to encourage social sharing and reviews.
Foster Accountability on Every Job
From onboarding to ensuring excellence, keep your employees in the field on track with checklists.
Use Checklists as the guide for everything your team needs to capture or document on every job. From tools and safety equipment to serial numbers and more, Checklists allow you to ensure everything’s getting done the way it needs to, with every step captured in photos along the way.
You can watch the percent completed change in real time and quickly address issues if you see your team is stuck.
Pro Tip: Save your most-used Checklists as templates and automatically add them to every new project you create.
Explore More
You’re ready to get to work. Now help the rest of your team get there, too:
And be sure to bookmark our help site to find quick answers to your questions as they come up.