Bring back the previous reports function

I just logged on to type up a new report and found the Create Report button was gone. Long story short, the ai chat told me that the only way to create a report now is to create a document using the native document feature. You are able to select a "Report Layout", however it's much clunkier and not as polished as the previous dedicated report function. I also would never use the native Company Cam document builder as it is nowhere near as useful as word or even docs. I feel like removing the dedicated report builder was a major step backwards. It was a primary reason I chose company cam over some of the bigger CRM software's like service titan and housecall pro. Having the ability to filter through my report photos by simply clicking add photo and not having to worry about accidentally moving the photo insert box in the document was really nice. Maybe I'm being too picky but I liked not having to worry about font, spacing, or anything besides typing my report, selecting my photos, and clicking generate pdf.

Email forward for storage and easy retrieval

The conversation focused on whether CompanyCam could support a feature that automatically receives and stores emails inside the platform.
The user proposed a workflow where:
  • Each project would have a unique email address
  • Emails sent to that address would automatically appear in the project
  • Messages would be stored in a read-only folder for easy viewing
This would eliminate the need to manually download or upload emails and keep all project communication organized in one place.
Currently, CompanyCam does not support receiving or storing emails directly.
The suggested alternative is to keep project communication inside the Conversations Hub, where teams can reply to messages and attach photos or files within the project thread.
The user also suggested this as a potential product feature to streamline email management across projects.

Project Access from My Stuff

When I assign tasks to a normal user, when they pull up that task from My Stuff -> Tasks, they are able to get to the job to view the whole thing when they are using an iPad. However, on the phone app, they are only able to view the task and not the associated job. Can this be fixed so that we can pull up the job from the task view?

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Global Document View of Signature Request/Status

We would like Documents Sent for Signature to be accessible directly from the left-hand toolbar. This would give our team one place to quickly view and track outstanding documents without having to navigate through individual projects.

We also like the new Home layout and would love to see the To-Do section become customizable based on how each company operates.

We do not use To-Dos within the platform because we manage all of our tasks through AccuLynx. Because of this, the To-Do section is essentially wasted space on our Home page. Giving companies the ability to customize this section would make the Home dashboard much more useful.

For our company, we would replace the To-Do section with Documents Sent for Signature.

Ideally, this section would give us a quick snapshot of documents and their current status:

• Awaiting Signature
• Signed

Having Documents Sent for Signature available both on the Home dashboard and from the left-hand toolbar would make it much easier for our team to monitor documents that still need attention.
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Wishlist Request: QuickBooks Projects → CompanyCam Projects

We use QuickBooks Online’s actual Projects feature to separate individual jobs underneath a parent customer. This allows project/job cost tracking easily


For example:


Customer: TeleData
QuickBooks Project: TD-2026-B-078636 (Monticello)


I would love the option for creation of a new QuickBooks Project to automatically create the matching CompanyCam Project.


Ideally, this would be a selectable sync rule so that:


New Customer → does NOT automatically create a CompanyCam Project
New Estimate → does NOT automatically create a CompanyCam Project
New Invoice → does NOT automatically create a CompanyCam Project
New QuickBooks Project → DOES automatically create a CompanyCam Project


For companies like ours, the parent customer may have dozens of individual jobs, so the QuickBooks Project is the point where a customer relationship becomes an actual field project that needs photos, checklists, documentation, and crew activity in CompanyCam.


This would make the integration much cleaner and prevent unnecessary CompanyCam projects from being created simply because a customer, estimate, or invoice was entered in QuickBooks.


Bonus points if the CompanyCam project could inherit the QuickBooks Project name, parent customer, address, project number/ID, and assigned contact information automatically.
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White‑label proposal email branding

Right now, when we send proposals from CompanyCam, the email that goes to customers still shows CompanyCam branding and the CompanyCam logo. This makes it difficult to present proposals as fully coming from our own company.
We’d like the ability to fully white‑label the proposal email so it reflects our company branding instead of CompanyCam. This would make proposals feel more professional and consistent with our brand when customers receive them.
This is currently preventing us from using proposals the way we’d like in our workflow.
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Field Scheduling

The biggest gap here is field scheduling. I have been with company cam forever and patiently waiting for a basic schedule to come out so the guys know where to go and when to go.

It's the biggest gap I have. As a renovations company I need a software like jobtread to schedule and budget projects, but their field use side is super weak, So I use company cam to manage all of my field staff, which works amazing, but I still have to formally send a "this is where you are going today" text to everyone. A simple calendar where you could asign the tasks or checklists to and assign the crew to would be super helpful, or even simpler, just a calendar where you can sign the crew to a date and a time and a project.
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Allow Timelink Link to download original and modified photos

We do lots of surveys for our clients where the designers would like access to the original photos and the marked up ones with measurements, etc. Right now, the Timelink link only allows for downloading the "modified" photo. I would like to have the ability to download original photos also. The workaround is that I have to download "originals" and send them to my client. These projects progress over months, sometimes years, so I am often downloading "originals" for my clients as they need them.
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Edit Active Advanced Checklists on Projects

Now that the MCP gives us access to advanced checklists (but not classic checklists), we want to move over to advanced checklists so that we can make them via automations, and use their nice features.

However, we can't add Fields or Sections to existing checklists on projects. This was such a helpful feature of classic checklists, allowing us to build on the structure of a template while still being able to capture one-off items without needing to make a whole separate checklist.

It would be much easier if we could add Fields and Sections to active advanced checklists on projects without relying on the cumbersome workarounds of duplicating or deleting existing Fields/Sections on the checklist. We can't even do the duplicating/editing of active checklists through MCP, so it eats away from that automation value big time.

Has anyone found a better workaround for this issue?

Any idea when the one-off advanced checklists will be available to add to projects? And will those be able to derive from a template and be edited in the project on web/mobile apps and over MCP?
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Trade Partner Record Per Project

I'd like the ability to record which companies worked on project - include company name, contact person, and contact info. Just like the 'Customer' field in a project, but for Trade Partners/Subcontractors.
This would be useful not only during the build for project managers to see who is on what job at a glance, but also after the build as we utilize Company Cam for our warranty department and they frequently need to reference which sub to contact.
Would like this to be standalone from Collaborators. We're currently using labels to see which sub is working on a project, but it's visually busy and hard to read quickly. Also can't put their contact info there.

Pro Tip: Ever find yourself wondering what's new in CompanyCam?

We ship updates constantly- new features, fixes, and improvements- and it's easy to miss one if you're not looking for it. The News Center is where we post everything as soon as it goes live, so you don't have to dig through release notes or wait to hear about it secondhand.

Bookmark it, check back every so often, and you'll always know what's changed before it surprises you mid-job.

CompanyCam News Center
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Projects/Roles

Left field idea here, but being able to assign "roles" to a user on a project could be monumental for the Assistant automations. If you could assign "Project Manager/Estimator", "Superintendent", "Foreman", "Apprentice", or anything else, especially if we can make custom roles ourselves, we could ask the assistant to auto-update for particular things, like checklist completion, etc, but only to certain roles as needed.

Same Time Summary View for a User’s Own Hours

When viewing another user’s time, CompanyCam provides a summary-style view with total hours and other useful information.


However, when a user views their own time in My Time, that same summary view is not available. This is true even for users with Manager or full-access permissions.


It would be helpful if users could see the same summary information for their own time that they can see when viewing another user, including total hours for the selected period.


This would make it much easier for employees to quickly review their own hours and catch missing or incorrect entries.

Link to photos showing the issue: https://app.companycam.com/galleries/TcxDVwgh


Thanks,
Ben Pearson
Sledge Seattle LLC
206-290-1773
ben@sledgesea.com
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GPS Coordinates in Address Bar

I have projects that are gps specific. I can not seem to add gps into the address bar when creating a project.
The work around to do this is quite clunky and is not a great work around as my locations are utility poles.
Also the address popup covers the positions and can not be moved out of the way unless I move the pin.
Using cross streets and nearby addresses is not always feasible as many poles are no where near cross streets or addresses.

Our crews would greatly appreciate a fix.

CompanyCam is now hurting my business -- We need FOLDERS

CompanyCam has been great. However, I now that I have thousands of photos spread across all our our properties and it's getting really tough to keep things organized. I need to be able to take Checklists and Reports and throw them in to FOLDERS. Doing 'keyword' searches was great when I had a small amount of data. But now even those results are unmanageable.

I love that CompanyCam has added new features over the years, but if Folders are not added soon, I'm going to have to look for a different software solution.
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