Review Request BIG TAN BOX

Is anyone using the Review Request feature in CompanyCam and having their customers get a BIG TAN BOX instead of the shared pics or videos you can include in the request process? We have tried multiple browser types and refreshes, but still every request we create has the same issue. It works on desktop, but not mobile. Ugh!

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Lidar Feature in photos

Hey team!

I just wanted to say that I’ve been using the lidar feature in the photos and it’s pretty sweet. If you haven’t checked it out, definitely give it a try. I would say for precise measurements, outside of a half inch buffer, use a tape, but for getting rough measurements, in my case a count on lengths of pipe for a rough in or measuring a roof for a quote, thus saves a ton of time.

Give ‘er a go!

Estimating

I'm relatively new to Company Cam and thus far I am a big fan and it has become a tool I use every day. Has there been any thought to adding an estimating feature to the product? I currently use SimplyWise Cost Estimator and then I copy/cut/past the results into my CC docs. It seems estimating would be a natural evolution of Company Cam.
Just Curious
Greg

You just got paid!

Has anyone figured out how NOT to notify every user that the business got paid? We just started using the payments option in CompanyCam, but i don't need all my users to get notified about being paid. All of our users are set at the Manager or Admin level. If i could just the Admins to be notified that would solve my problem. Any thoughts my fellow CC community?
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ERP Info

Hello All,

Is anyone currently integrating with an ERP system or utilizing their ERP with company cam? We are currently using Epicor that manages our Manufacturing, Production, Sales, Accounting and ready for a New ERP either upgrading Epicor to their newer version of Kinetic other systems we have looked at are Microsoft Dynamics and a few others. Would love to know how you are utilizing it with them and overall effectiveness.

Favorite CRM?

Hi Community.

Do you have a favorite, cost-effective CRM that integrates with CompanyCam?

CompanyCam is our most utilized digital tool, so my research is through that lens - finding a cost-effective CRM with a two-way CC integration. Our current CRM is nice but expensive and may actually have more functionality than we need.

Key functions I am looking for:
  • contact management - "single source of truth"
  • CompanyCam - two-way integration
  • quotes feature would be preferred
  • simple automation and workflows
  • permissions
  • simple customization features, list segmentation
  • field service oriented
  • sales opportunity management - nice but not required
  • cost effective!
I am aware of this list: https://companycam.com/integrations. Curious if anyone has experience with any of these!

Thanks!
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Client rating??

Is there a way to rate clients so I can create a priority list without them seeing any such flags? But, so it’s really easy to see, like, as soon as we bring up their file it would be like a red/yellow/green or something like that?

I’m trying to figure out a way to have my assistant prioritize my vip clients and easily see which black listed clients are, well, black listed. With limited amount of time I’m trying to free up a couple days of the week for emergencies and my regulars who I adore but seem to never have time for anymore because of such a tight schedule. Since my assistant doesn’t know one from the other, I’m trying to figure out a way to easily label .

CoCam's new look – coming soon! 👀

Howdy, folks! I'm Jordan, one of the product marketers here at CoCam – and the name attached to most of the emails you get from us, but I promise they aren't all from me! 😄

You may have seen or heard some rumblings on social media, in the remodel thread here in the community, or in your email inbox, but we're making some changes to the mobile app – and they're coming your way soon!

Rest assured, you aren't losing access to anything you know and love. We're just making things a bit easier to navigate and find – fewer tabs, smarter grouping of similar features, cleaner screens + less visual clutter.

As changes start rolling out to accounts (as soon as this week!), please hop into this thread and let us know what you think of the new look and feel!

And a friendly reminder: You have a dedicated customer success manager and our full support team at your disposal for any questions, concerns, or retraining you or your team may need!

Here's a quick screen recording of the new look for a sneak peek 👀

"I go to CompanyCam, I type in the city, and all of a sudden, I’ve got 50 pictures of us doing work"

Really awesome interview by the amazing @janel.delgado!

She sat down with Blake Knoblock, who handles marketing and software management at FBH Architectural Security, a family-run door and hardware distributor in Flint, Michigan, to learn how his team uses CompanyCam to document installations, prove deliveries, and train new salespeople in an industry where precision matters.

Check it out: How a 75-Year-Old Door & Door Hardware Company Uses Photo Documentation to Prove Quality Work

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Good tools to create renderings

Has anyone found a good tool to create a decent rendering from a photo. For example: I have a picture of an existing back porch where I'm changing the posts from wood to brick, painting the brick to match the house, adding a 30" brick wall, then screening the space. I can get close with ChatGPT, and a couple other ai tools, but I have not found one I'm satisfied with. Any ideas from the group?

Your WILDEST story is ...

What is the craziest story that has happened to you on a job site, since running a business, dealing with a customer or just being in the contracting/construction space?

We're going to keep this thread open and moving forward and we may rank the best ones on an episode of the Good Contractor Podcast or possibly have a few folks on to tell the story on an episode.

Fire away!
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Paid Time Off

As most of my questions, I’m always interested to hear on how others operate their companies. I started mine front eh ground up with zero business experience almost 11 years ago. So I’m always trying to learn new things and adapt to better or more efficient ways.

So here’s my next question. Paid time off. What do you do? Or are you strictly vacation pay? I am in Canada so things may be a bit different here. Pretty standard for the trades is a base 4% with stat holidays paid. Other companies will do 12% with no paid stats. Some companies do either or and give PTO as well?
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How have you implemented AI into your business?

In our recent CompanyCam classes, we've been asking users for their opinions on AI and how they're approaching it in their business.

Nearly 1 in 3 respondents told us that their biggest barrier to implementing AI is that it's "unclear how it benefits my business."

So I'm curious to see what the Community's experience with AI is:
  1. Have you implemented AI into your business? Why or why not?
  2. What benefits have you experienced? If any.
  3. What tools/apps have you tried?

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Assign Project Manager/Team - Dedicated Email Activity for Assigned Projects

Hi CompanyCam Team,

I’d love a feature that allows us to assign a Project Manager/Team to a specific project, and then have that assignment automatically control project-specific activity emails.

What I’m looking for:

  • Ability to assign a Project Manager/Team (or main owner) to each project.
  • Once assigned, that person receives email notifications when there is new activity on that project, including:
    • New photos added
    • Checklist activity (items completed or updated)
    • Reports created or updated
    • Pages activity
    • Documents uploaded or modified

Each email could include:
  • A brief synopsis of what changed
  • A link directly to the new activity in CompanyCam

This would help us ensure the right person is always in the loop for their projects without having to manually watch everything or dig through notifications.

Thanks for considering this, it would really streamline our project oversight and communication!

Project filters

When I go to Projects, I have so many. It is mixed between potential jobs, signed jobs and then our cleanings. I wish there was a way to create a filtered tab in the grey box that we could name. Kind of like the tags do, but in it's own list. I hope that makes sense. I see I can filter the all bucket, but that is temporary. Thank you!

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Filter