You need to keep crews in line and projects on time. CompanyCam has the tools to help.
Here are some tips to simplify your day-to-day operations using our in-app features and functions.
Create Detailed Projects
Project managers are expert jugglers, managing multiple projects, teams, and personalities. The more details you include within your project, the fewer items you’ll have up in the air.
Here are some tips for adding more details to projects:
Standard naming convention. Name your projects consistently using an invoice number, customer name, or something else.
Descriptions & Customer Info. Add essential details, like an overview of the work, garage codes, pets on site, and a way for your crew to contact customers.
Assign users. Once you’ve added some context, assign your team members who will be on-site so they know exactly where to be.
Upload Files. Upload the scope of work, change orders, plans, and more so your team can access the info without buzzing your phone.
Simplify Setup with Templates
This feature takes the repetition out of project setup by creating different Project Templates for the various types of jobs your team takes on, complete with your most-used checklists and reports:
- Checklist Templates. Make sure your SOPs for estimators, installers, and other teams are ready for them to work through once they arrive on site.
- Report Templates. Decrease the time it takes your team to create bids and leave-behinds for clients by outlining everything they need to include.
- Project Templates. Create different templates for different jobs and teams involved.
- Page Templates. Save any Page you've already built as a template so your team can apply it to future projects in a few taps, keeping your updates and handoff documents consistent across every job.
Project Templates even work with your integrations. So, if you plan to create CompanyCam projects via an integration as part of your workflow, you ensure all the necessary things are ready for your team in their CompanyCam app.
Company Dashboard
The Company Dashboard gives you a bird's-eye view of everything happening across all your projects in one place. See how many projects are active, track photo and checklist activity, and keep tabs on your team's progress without having to dig into each project individually.
Follow Along with Checklists
Give the office printer a rest, retire your notes app, and standardize your job processes with Checklists.
Checklists allow you to visit the job from anywhere. From the office, you can see who’s completing the work, what photos they’re uploading, and how much of the checklist they have left to complete.
More than that, project managers tell us they love our checklists because:
They standardize processes. Checklists ensure consistency and quality on all projects, whether an entry-level or expert crew member is on site.
They are fully customizable. You can organize tasks in sections, add details to individual tasks, and require photos for completion.
They give you additional context. You can add multiple choice, rating scales, and more to learn the details without pulling them off the job.
Share Updates with Pages
When a project hits a milestone or changes hands, Pages make it easy to pass along a clear, organized summary without spending an hour pulling everything together.
Use AI-powered features to generate updates straight from the job site:
- Progress Recap. Pull photos and notes from the project into a polished summary of everything completed up to that point. Perfect for client updates or handing off to the next phase of work.
- Daily Log. Cap off each day with a quick snapshot of what got done and what's next—shareable with your team or your client in a few taps.
- Walkthrough Note. Walk and talk your way through the job site and let AI organize your thoughts into a clear, shareable document without typing a word.
Pages can be shared as downloadable PDFs, sent to clients directly, or saved to the project for your team to reference later.
Keep It Organized with Labels & Tags
As your team begins documenting projects, you'll need a system to keep everything organized. That's where Labels and Tags come in.
Labels are for project-level organization. Any project managers who use CompanyCam can create labels for project statuses, such as appointment scheduled, bid complete, in progress, on hold, and lost bid. This allows them to show the project status at a glance for everyone in the account.
Tags help you organize photos, allowing you to search for the exact photo you need. Some commonly used tags include room type, floor level, and materials. You can apply multiple tags to a single photo, making your filtering more precise.
Start Communicating in the App
We often hear from project managers that if it's not in CompanyCam, it's not getting done. They rely on CompanyCam as their source of truth, thanks to these built-in communication features:
Project Comments
Each project has a comments section so everyone assigned can stay current. This is especially useful for high-level updates on job progress.
Pro Tip: Create Groups with different stakeholders so they all get notified simultaneously.
Photo Comments & Annotations
You can leave comments and @mentions on specific photos if you need clarification or more documentation. Because the comments stay attached to the photo, you'll eliminate the "oh-I-thought-you-meant" situations slowing down your progress. And if your team speaks different languages, comments are automatically translated based on each user's language settings so nothing gets missed.
Notifications
Turn on notifications to receive real-time updates in the app from your team—including task assignments, checklists, and project updates, as well as mentions and comments. For instant alerts, enable notifications in your phone settings to get banner notifications on your screen.
Add Subcontractors as Collaborators
Do you work with subcontractors? Add them as collaborators so that you can ensure they’re getting work done to your liking. To add collaborators, go to your project and:
Select + Collaborators
Invite a Company
Share/email the link with your subcontractor.
Both you and the collaborating company will be able to see each other’s contributions to the project.
Explore More
Your project management skills paired with our tools will help you keep jobs moving and your team on track, so you can focus on the job instead of the chaos around it.
Now, let’s get the rest of your team on your level:
And be sure to bookmark our help site to find quick answers to your questions as they come up.