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More of a visual learner?

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You’re in the field doing day-to-day work on job sites. You play a crucial role in getting stuff done, documenting it all, and keeping projects organized.

Here’s how to get started doing all that in CompanyCam.

You’ll be doing all of your CompanyCam work in the mobile app, so make sure it’s set up for you to do your best work.

In your phone settings, make sure that we can access your location because project and photo data are based on location. Also, allow notifications so that you’re updated when you’re assigned to projects, checklists, and tasks and mentioned in comments.

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In the app settings, you can customize your home screen to easily access your other teammates, recent projects, and more. We suggest bumping Nearby Projects and Company Feed up on your home screen so you can get right to work when you arrive.

You can also search and favorite projects that you consistently reference or need to revisit to add photos or comments after you leave.

When you pull up to a job and open the app, you should see a project that matches the address assigned to you—if your project manager read their guide, that is. If they didn’t make a project for you, you can quickly create one yourself.

Tap into that project and take a quick look at these areas:

  1. Address. It never hurts to double-check. 1011 and 1101 look the same at a glance.

  2. Description. See a short overview of the job alongside other nice-to-know info.

  3. Contact Info. You’ll find the customer’s name and contact info here.

Now that you know you are where you’re supposed to be, let’s get to work.

We call our camera an actionable camera, which is a fancy way to say that after you take a photo, a menu of quick actions appears at the bottom of the screen. These actions help you quickly annotate, describe, and share photos with your team, speeding up the process and better organizing your media.

Pro Tip: If you’re in an area with poor cell service, like a basement, you can still access your recent projects and capture photos and videos. Simply document like usual, leave your app open in the background, and your photos will upload to the project once you’re back on WiFi or cellular data.

After you take a photo, you can add a description to it by selecting Speak or Type. Speak allows you to dictate a description that will attach to the photo, while Type allows you to, well, type a description.

Descriptions help people back at the office know what they’re looking at and make creating AI-powered Pages a breeze.

If you’re more of a visual person, tap Edit to open our annotations menu. Here, you can add text, circles, arrows, and more to highlight areas of interest, like pre-existing damage, serial numbers, or measurements.

Tap the 🏷️ Tag button on the screen and choose or create tags corresponding to your work. Tags help you keep track of the floor or room where you took the photo, what products were used, and notate damage.

Tagged photos make it simple for you and your team to quickly search for photos, build reports, and share information with clients.

Checklists ensure you follow your company’s standard operating procedure on every job.

In a project, navigate to the Checklists tab to see what current checklists have been added. If you don’t see any, you can create a new checklist from scratch or use a checklist template if your company is on a Premium subscription.

As you work through a checklist, you can attach photos to checklist fields and notate the condition of materials. Your team back at the office can follow along with your progress and reach out if they see you stuck on a particular task.

Note: If you take photos outside CompanyCam, you can still attach them to checklists.

You’ll also see Tasks in your projects which are similar in name but different in use. Tasks are used to create quick to-dos, like reminders to pick up equipment and supplies.

You can also create Tasks from photos and videos. If you see something that needs another look, add and assign a task for yourself or someone else who needs to sign off.

We have a few in-app communication tools that will help you keep your conversations focused on the work and, better yet, keep you from juggling between apps while you’re on the job:

  • Project conversation. Use the project conversation to discuss high-level project happenings. You can also use it as a shorthand way to clock in and out of a job daily.

  • Comments. Leave comments on photos and videos so everyone can quickly see what you’re talking about without clicking through all the similar photos.

  • @Mentions. In both places, you can @mention users and groups so everyone gets notified of your message.

The CompanyCam app is pretty straightforward. But if you ever run into any issues, you can chat with our support team in the app.

Feel free to pass these links along to your team if they could use some extra info:

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