As your company’s chief first impression maker, you have a lot on your plate. You’re knocking on doors, setting up appointments, communicating with your production team, and doing a dozen other things.
CompanyCam lightens the load so you can focus more on selling and less on busy work.
Build Bids in Minutes
Speed to bid is an essential part of winning the bid. Our features maximize the time spent during your walkthrough and help you create winning bids before leaving the property.
Open or create a project and start your walkthrough. Use Walkthrough Note to walk and talk your way around the job site—narrate what you see as you go and let AI organize your notes into a clear, shareable document without typing a word. It's the fastest way to get your observations out of your head and into a format you can send to a lead.
As you capture photos, layer in these details to make your bid even stronger:
- Tags. Keep your current project organized and make it easy to reference past projects to show off your work.
- Descriptions. Type or use Quick Caption to dictate details to add context to your photos, which will also help you build Pages later.
- Annotations. Add text, shapes, and measurements to draw your client's attention to what needs to be fixed and help production prepare for the work ahead.
Now you can put it all in a report.
Choose a Report Template and simply add the photos you just captured, or customize the number of photos, load your photo descriptions, add or remove details from your cover page, and send it off to your lead in minutes.
Pro Tip: Do you use other software to generate bids? We integrate with dozens of CRMs and sales tools to help you quickly integrate your photos with the platforms you already use.
Seal the Deal
Customers are ultimately deciding who they trust most to hand their hard-earned money to and allow in their homes.
Use CompanyCam as a closing lever—let them know that you’re invested in systems that will keep them informed every step of the way. Knowing this instantly eases anxieties and builds trust.
Timelines & Guest Access
Here are two tools to back up your pitch and keep clients informed throughout the job.
Timelines are the simplest way to share project updates with clients. Send them a timeline link at the beginning of the project that they can access at any time to see what new photos have been added to their projects.
If they want to be more hands-on (and you want them to be more involved), you can give them Guest Access to a project so that they can add photos and comments. Our users who do projects that take weeks instead of days typically provide this permission to their clients.
AI Tools
We have a handful of AI tools that you can use to level up your daily updates from the job, including Daily Logs and AI Summaries.
Daily Log takes the photos and descriptions your team captured today and uses AI to summarize what was done and highlight what’s happening tomorrow.
AI Summaries help add context to your photos and provide the viewer with a concise recap of the project up to that point, followed by the photos.
Payments & Signatures
Payments and Signatures will help you close deals quickly, reliably, and all within the app.
Payments allow you to quickly request and collect payments from the homeowner through CompanyCam. For in-person closeouts, use Tap to Pay to accept credit cards right on the job site using just your phone—no separate card reader or invoicing software needed. Tap the customer's card, get confirmation in seconds, and get paid before you leave the driveway.
Signatures lets you request and track signatures without ever leaving the CompanyCam app. There’s even a mobile signing option so you can collect signatures at the job site.
Kick Off The Project
The hard part's done—you've got a new customer. Now let's make sure the handoff to production is just as smooth as your pitch.
Start the conversation. Mention your team in the project conversation to let them know you closed the deal. Leave comments on photos that need more color.
Upload all documentation. You won’t always remember to capture everything in CompanyCam. Double-check that all important photos, videos, and documents are off your devices and uploaded to the project.
Create Before & After Photos. Show off the transformative power of the work you do with CompanyCam’s Before & After tool. Send the before and after photos to your clients and ask them to share and tag your business in a post for some word-of-mouth marketing!
Pro Tip: Tag your before photos as soon as you take them so they're easy to find once the project is complete and you're ready to create the Before & After.
Show Off Your Best Work
We all love a good show-and-tell, but when there's more tell than show, it can feel a little too salesy. CompanyCam gives you the visuals to back up your pitch and build the kind of reputation that earns trust before a lead ever signs.
Reviews
A five-star review at the right moment can be the difference between a signed contract and a missed opportunity.
CompanyCam's Reviews feature lets you request a Google review directly from the app right when the job wraps up—add a message, attach job site photos, and send it via text, email, or QR code. Make it a habit at closeout and let your past customers do the selling for you.
Portfolio
Your best work is already in CompanyCam—Portfolio puts it in front of the people who need to see it.
Use the Showcase Map to show completed jobs in a potential customer's neighborhood, and the Showcase Gallery to host a browsable photo gallery on your website. Both pull straight from your CompanyCam projects, so there's no extra work involved. The more you document, the stronger your portfolio gets.
Marketing Suite
CompanyCam's Marketing Suite turns the photos you're already capturing into social posts and Google Business Profile updates automatically. No copywriting, no scheduling, no extra steps.
The Google Business Profile connection is especially valuable for sales—most customers start their search on Google, and contractors with active, photo-rich profiles show up higher and convert better. Marketing Suite keeps your profile fresh with real job site photos so when a lead searches for a contractor in your area, you're the one they find.
Explore More
Get your entire team up and running with these additional guides:
And be sure to bookmark our help site to find quick answers to your questions as they come up.