I would like to request that support for accessing legacy reports be added to your MCP server, and also endpoints made available in the API. You've moved reports into Documents as Pages, which we can access via the MCP server - this is helpful. But we have several years of reports in the legacy reports tool that we can't programmatically access.

Back by popular request, you can view our recent classes and their Q&As in this thread! I'll reply here with all of our November links and resources.

I’d like the phone app photo upload flow to show dates while browsing the camera roll, so it’s easier to find the right photos before uploading.

For instance if uploading historic photos and unable to use the GPS / location meta data scrolling back with dates visable would be beneficial.

Thanks

Allow sketches to made on a whiteboard. Not everything can be done on a photo, like a rough sketch of a property footprint showing the location of work to be done. We're required to do this on every job, and so is every other mitigator in the country.

“Right now, Showcases must be published manually after creation. There’s no option to schedule them for a future date.
The only scheduling available in our platform is for social posts, where you can set a future publish date and time.
It would be very helpful to add a Schedule for Later option directly for Showcases so teams can publish at a steady cadence instead of releasing many at once.”

Wanting to streamline our business administration and use CompanyCam for as much as possible - struggling with not having an operations hub (if you will) to keep company details, vendor contacts, templates, internal checklists etc.
Have utilized a "project" in lieu of another option and call it "Operations"... but are finding limitations - especially where we are asking the "Assistant" to help us automate across projects - we need the "operations" tasks to come through, BUT not all of the remaining "Operations" contents

I want to send a request to remove the complete deletion and make it editable with a history option so we can go back on comments, this is how we have a paper trail so projects do not turn into a he said she said thing, it was the main reason we use the conversation area because it could not be manipulated

It would be great to have the ability to search or filter projects by customer directly from the main page.

Currently, when viewing projects under a customer profile, exiting a project takes you back to the homepage rather than the customer's project list. This makes navigating between multiple projects for the same customer more difficult than it needs to be.

Ideally, we could search by customer from the main page and see all projects associated with them. Even a toggle between searching by project and searching by customer would be a useful improvement.

Can it be plugged in on each project page vs only on the dashboard?

We would LOVE to be able to have the option to integrate our google calendar to our account for our install team!!

Can we get a filter toggle to view active users only when looking at your team tab? Our accounting asks for a list of users each month to distribute costs, but the list also includes inactive users and the list of inactive users will get longer over time.

Can we get a filter toggle to view active users only when looking at your team tab? Our accounting asks for a list of users each month to distribute costs, but the list also includes inactive users and the list of inactive users will get longer over time.

Hi there, I would find it helpful to filter a report by collaborator or listing projects with open collaboration links. Is this something that could possibly be added to CC?

We complete projects of considerable size and complexity, and our showcase portfolio is linked on our website, which is accessible through our digital business card. Limiting each showcase project to five images makes it difficult to fully convey the scope, progression, and quality of these larger projects. Allowing additional images would help us present a more complete picture of our work and capabilities.

I'd love to see the ability to upload and save multiple company logos within Company Settings, rather than being limited to just one.

Many businesses have different versions of their logo depending on how it's being used. For example, we have one logo that we typically use on client facing documents and another that we'd prefer to use as the stamp on photos.

Ideally, users could upload multiple logos to their Company Settings and select defaults for which one to use when creating documents, stamping photos, or using other features that incorporate company branding. This would provide greater flexibility, maintain consistent branding, and eliminate the need to repeatedly upload logos or work around the limitations of a single default logo.

I want to be able to create subfolders that I can set up to automatically populate in the document section.
For example: One of my project managers creates a scope of work on a property/ project, they are creating this scope of work externally from Companycam using word or another software, I would like to be able to create a subfolder that automatically populates in the document section of the project when the project is created then they can upload that scope of work into that folder.
Companycam already has a function to create these subfolders but no way to automate it, I would love to see this added.

I have built an inventory catalog with Slab photos and the color names in the description. Claude as ran through this but it starts with the original photo taken and the talk to text description that is done at the time the photo is taken. If i want to find a slab photo from the color name i am unable to. This should definitely be a part of the global search.

I'd like to be able to look at the Proposals page and see when each one was created.

Feature Request: Allow AI Tools to Read PDF Contents Through CompanyCam MCP

We use CompanyCam to manage construction projects, proposals, subcontractor invoices, and financial documents.

We have connected CompanyCam to ChatGPT and would like AI tools to be able to read the actual contents of uploaded PDFs, rather than only document names, metadata, and attachment URLs.

This would allow contractors to automate job-cost tracking, verify subcontractor invoices, compare actual costs against proposals, and generate profitability reports without downloading and re-uploading documents.

Ideally, this capability would respect CompanyCam's existing document permissions, including Restricted access.

This would be a valuable improvement for contractors who want to use AI with their existing CompanyCam workflows.

Hello Team,

I would like to suggest exploring a possible integration with AppFolio, a property management platform widely used to manage maintenance work orders and communication between property managers and vendors.

I believe this integration could significantly improve project communication and workflow efficiency, while also increasing the overall value of your platform.

Ideally, the integration would allow users to:

• Synchronize work orders: Automatically connect AppFolio work orders with projects in your system.
• Centralize communication: Share project updates, notes, and relevant information between both platforms.
• Synchronize project statuses: Keep work order progress updated without requiring duplicate manual entries.
• Share documentation: Transfer project photos, reports, and completion notes directly to AppFolio.
• Improve coordination: Help property managers, vendors, and technicians stay informed throughout the project.

Currently, managing information across multiple platforms requires additional administrative work and can sometimes lead to communication gaps or delays.

An AppFolio integration could simplify these processes, reduce duplicated efforts, and make your platform even more valuable for companies working in property maintenance and restoration.

I would love to know whether this integration is already being considered or if it could be evaluated as a future development opportunity.

Thank you for considering my suggestion!

I'd like to be able to change the default terms of service for all new proposals made on our entire account, so we don't have to copy/paste a different terms of service in every time we make a proposal.

It's good to be able to link a project directly to the review. The problem is, humans do make mistakes and after too much AI conversation, I am told there is no way to unlink a project. We need to be able to unlink a project in the event we select the wrong one.

Hello CompanyCam,

We are currently integrating CompanyCam with our CRM for GoodRoof Co. and have successfully configured our integration to upload documents directly from CRM job records into their corresponding CompanyCam projects.

We need to ensure that all documents uploaded through our API integration are automatically assigned Restricted access rather than the default Everyone access. This is particularly important because these documents may contain customer contracts, financial information, and other sensitive records.

During our testing, we confirmed the following:

• Documents upload successfully using <span>POST /public_api/v1/projects/{project_id}/documents</span>.
• Including <span>"access_limited": true</span> in the document creation payload returns HTTP 201, but the document is still created with Everyone access.
• We identified that the CompanyCam web application uses <span>"access_limited": true</span> when changing a document's access to Restricted.
• Attempts to update document permissions through the public API returned HTTP 404, indicating that the endpoints we tested were not recognized.

Could you please clarify the following?

1. Is there a supported API method to set a document's access to Restricted when it is initially uploaded?
2. Is there an API endpoint that allows us to change an existing document's access from Everyone to Restricted?
3. Can we configure a company-wide default so that all documents uploaded through an API integration automatically inherit Restricted access?
4. If these options are supported, could you provide the appropriate API endpoints, request payloads, and authentication requirements?

Our goal is to automate document synchronization between our CRM and CompanyCam while ensuring that sensitive customer documents are never left accessible to all CompanyCam users.

We would appreciate any guidance or alternative solutions your development team can provide.

Hello CompanyCam Community,

We are currently integrating CompanyCam with our CRM for and have successfully configured our integration to upload documents directly from CRM job records into their corresponding CompanyCam projects.

We need to ensure that all documents uploaded through our API integration are automatically assigned Restricted access rather than the default Everyone access. This is particularly important because these documents may contain customer contracts, financial information, and other sensitive records.

During our testing, we confirmed the following:

• Documents upload successfully using <span>POST /public_api/v1/projects/{project_id}/documents</span>.
• Including <span>"access_limited": true</span> in the document creation payload returns HTTP 201, but the document is still created with Everyone access.
• We identified that the CompanyCam web application uses <span>"access_limited": true</span> when changing a document's access to Restricted.
• Attempts to update document permissions through the public API returned HTTP 404, indicating that the endpoints we tested were not recognized.

Could you please clarify the following?

1. Is there a supported API method to set a document's access to Restricted when it is initially uploaded?
2. Is there an API endpoint that allows us to change an existing document's access from Everyone to Restricted?
3. Can we configure a company-wide default so that all documents uploaded through an API integration automatically inherit Restricted access?
4. If these options are supported, could you provide the appropriate API endpoints, request payloads, and authentication requirements?

Our goal is to automate document synchronization between our CRM and CompanyCam while ensuring that sensitive customer documents are never left accessible to all CompanyCam users.

We would appreciate any guidance or alternative solutions your development team can provide.

Would love to see something like this be added. For us, it's generator maintenance, but I know a lot of HVAC techs that use them for seasonal system maintenance.