CompanyCam
Office Administrators

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.

[Screenshot of project view]

After you create a new project, follow these steps:

1. Add Contact Info so your team knows who to contact at the property

2. Include important project details in the Description, like key locations, garage codes, pets on the property, or any other need-to-knows.

3. Assign Users and groups so your crews know exactly where they should be.

Now, you can ensure your teams follow your SOPs by adding checklists to work through, documents (like scopes of work) to refer back to, and tasks to address one-off items.

If you’re a Premium user, you can 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.

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.

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.

Customers appreciate seeing the work you do for them. That’s why we give you a handful of easy communication options:

• Need to Know. Share a Gallery with clients who simply want to see the highlights from the job site.

• Want to Know. 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.

• In the Know. For more hands-on customers, you can give them Guest Access, which allows them to add photos and comments to their project.

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.

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, complete with photos to prove it.

You can watch the percent completed change in real time and quickly address issues if you see your team is stuck.

You’re ready to get to work. Now help the rest of your team get there, too:

• CompanyCam for Project Managers

• CompanyCam for Sales

• CompanyCam for Crew Members

• CompanyCam for Owners

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