What happens with the fixture to create a Report? There was a button to create a report under each project, but it is not there anymore.

We need to add our company's custom terms and conditions as the default terms and conditions on all proposals we send out.

Adding a status field would be a lot easier than using labels, especially when you want to use the labels for other things. Also, a date and time field: I know you got the time tracking, but let's say you give a customer an arrival window. You should be able to set that in the project not just in the notepade/description.

Both of these would go far for CRM integrations and hooking that up, especially if, for example, we're using Salesforce with CompanyCam. Yes, I'm able to utilize labels, but it would just be a lot cleaner and less messy with boards if you had a status field for complete, incomplete, canceled, etc., along with a start date and time field. That way, you could set a date and time and utilize those two fields to talk back to your CRM.

When the tech in the field either routes his job for the arrival window or updates the status, you could have a webhook fire back to your CRM, updating that as well. You guys have so many awesome features, and these two simple ones are missing.

It would be great to have a way to update multiple products at the same time. Right now, for example, if we want to archive several projects, you must go into each project and do this. We're creating 20-40 projects a day and when we're ready to archive them, its a very tedious process.

We're doing a lot with automating new projects and it would be great to open the API up to do more specific tasks. It would be great if we could automate tags or labels based on certain project criteria. From my research, it did not look like you could update tags, labels or user groups from the API.

Feature Request: Create a Daily Field Update advanced checklist automatically when a crew member clocks in on a project

I would like to request a workflow improvement for field crews using CompanyCam on active jobs.

A useful feature would be the ability to trigger a Daily Field Update advanced checklist automatically when a crew member clocks in on a project.

Requested workflow​

• Crew member clocks in on a project
• CompanyCam automatically creates a Daily Field Update advanced checklist instance on that project
• The checklist is prefilled with project name, date, crew member name, and clock-in time
• At the end of the visit, the crew completes prompted fields for work completed, materials used, materials required, client changes or requests, tools or subcontractors needed, blockers, and next steps

Why this matters​

Our crews work much better from prompted lists than from open-ended note writing. If the checklist appears automatically when they clock in, adoption would be much higher and field reporting would be more complete and consistent.

• Improves daily field documentation
• Creates a clean place to capture materials used and materials still needed
• Makes outstanding work easier to track
• Reduces missed notes and duplicate entry
• Connects labor activity directly to field reporting

Additional request​

It would also be valuable if time data could automatically flow into the checklist or into a client-facing daily report generated from that checklist.

• Clock-in time prefilled
• Clock-out time available at completion
• Hours for the visit calculated automatically
• Crew members on site tied to the checklist record

For field teams, this would make advanced checklists much more practical as a real daily workflow tool rather than something the office has to chase after the fact.

As always if there is already a function that you can suggest that already does this I would love to hear about it! Thanks!

Often times, my PMs are collecting final payment on site with our customers. Right now, they are manually filling invoice details from our CRM, including description and payment amount. I would love the ability to create invoices from Zapier or the API so I can eliminate this manual error prone step.

Would like to be able to segment materials on the items list together on the Proposal (panel and breakers, conduit and fittings, boxes and devices, etc.)

Make it so collaborators can be assigned project tasks. Otherwise, what's the point of collaborating??

Feature Request: Include Document File Structure in Project Templates + Allow Template-Based Project Creation from External Triggers

I’d like to request two related improvements to project setup in CompanyCam.

1. Include document file structure in project templates​

Right now, we can standardize parts of project setup with templates and checklists, but we can’t seem to have the Documents tab file structure / folders automatically created when a new project is made.

For our company, this matters a lot. We use the Documents tab as part of our operational workflow, not just file storage. Every project should start with the same document structure so the office and field know exactly where things go.

Example of the structure we want every new project to inherit:

• Intake
• Scope
• Load Calculations
• Manuals
• Field Reports
• Materials
• Reports
• Inspection
• Testing & Commissioning
• Handoff

Today, this appears to require manual setup, which creates inconsistency and extra admin time.

Why this matters​

• keeps office and field organized the same way every time
• improves handoff between intake, estimating, permitting, install, and closeout
• reduces missing documents and duplicate uploads
• makes CompanyCam much more useful as an operations system, not just a photo record

2. Allow projects created from external triggers to inherit a chosen project template​

We also want projects created from external systems to be able to apply a selected CompanyCam project template automatically.

Examples of external triggers:

• Jobber lifecycle event
• QBO-created job/customer workflow
• website intake form
• phone/email intake workflow through middleware

Ideal workflow:

1. external intake creates or triggers a new project
2. a template type is selected or mapped
3. CompanyCam creates the project from the chosen project template
4. the project automatically includes:
   • document structure
   • checklist structure
   • any other setup rules tied to that template

This would save a lot of manual setup time and make project creation much more reliable.

Mobile workflow note​

This is especially important for teams that work mobile-first. On desktop, it’s easier to clean things up after creation. On mobile, we really need projects to open already structured correctly.

Main ask​

Please allow:

• document file structure / folders in the Documents tab to be saved as part of a project template
• new projects created from integrations or external triggers to inherit that template automatically

If anyone has already solved this with a native workflow or a workaround, I’d love to hear it.

The time clock will only clock 12hrs we need this to goto 14hrs

It would be nice to be able to set a template for tasks when a new project is created.

if pictures were numbered it would be easier to be on the same page with another person looking at the same pictures

We look for a video rotation 90-180-270 degrees. Picture rotation is available, which is very helpful; however, if the crew in the field records the video holding the phone sideways, we are breaking our necks trying to watch it. The workaround has been downloading the video, editing it in Canva, and then re-uploading the video back to company cam. When this is done five or seven to ten times a day, this becomes untenable for a small team. It would be helpful to have this video rotation tool inside of company cam.

Hello- it would be nice if there were a way to create multiple tags at once either by separating using a comma, or even better by using excel and uploading to Company Cam. is that something that could happen? For instance, our current project requires over 300+ tags all in numerical order. very time consuming to create one by one.

other than that... its been a great tool to have!

We would like the ability to assign custom permissions to users on our team. We have technicians that we don't really need to give the "Manager" role as that comes with more power than they really need and they get more notifications than they really want. However, they need the ability to edit checklists which is a "Manager" and above permission. Being able to customize user permissions would solve this issue for us.

A push and app notification for when a checklist is complete, whether you are assigned to the checklist or the project.

so that reports can be sorted and organized

To add people to groups, there is no easy way to do so. Too many clicks to add from the list.

I would like to be able to set a notification structure for completed checklists in the system. I currently do not know when a checklist is completed unless I ask or someone tells me. The Checklist tab that has a Feed feature does not seem to capture everything.

i am in the field a lot and keeping the phone app open, it is constantly 'accidentally' switchin from Photo mode to video mode or document scan mode. Which means I am constantly having to manually switch it back. I would like the ability to 'lock' the photo mode so that it can only take photos and not easily switch based on errant thumbs/putting the open app phone into my pocket while fumbling with a tape measure or pitch gauge.

I’d like to request an improvement to the Reports section regarding the active working window used for writing/editing documents.

Currently, the visible editing area is quite limited—often only enough to comfortably view a paragraph or small section at a time. This makes drafting, reviewing, and editing longer reports difficult because it is hard to see the surrounding content, understand page flow, or make revisions in context.

It would be extremely helpful if the workspace could function more like a traditional document editor, with the ability to:

• View an entire page at once, or substantially more of the document.
• Scroll naturally through the document while maintaining a larger editing area.
• See preceding and following paragraphs while actively editing a section.
• Review page layout, headings, spacing, and overall document flow.
• Optionally expand the editor into a full-screen or dedicated document-editing mode.

For report writing in particular, editing only a small portion of the document at a time makes it difficult to evaluate continuity, formatting, and organization.

Ideally, the experience would feel closer to Word or Google Docs: the full document remains visible and navigable while the user edits directly within it.

A larger, page-oriented editing workspace would make the tool significantly more useful for professional report drafting and revision.

We are a structural engineering firm testing Company Cam's reporting capabilities. If you improve the interface, we are all in on Company Cam for issuing reports. Thanks!

It would be awesome if you could slide to select photos when uploading from camera roll on IOS instead of choosing each individual photo. This is literally the only app I use that doesn’t have that feature and every time I go to select photos, I do it and then swipe out of it. I would think this would be an easy update .

Other than that app is incrediae and love all the new updates!! Thanks for all you guys do.

Is there any plans to have companycam auto generate project numbers?

This is incredibly helpful by using project numbers for POs, timecards, and Quickbooks. Right now we have to try and come up with a unique project name and if you have a client that you are doing multiple projects for under different workorders or contracts it can make it very confusing.

I wanted to send in some feedback or request for adding a tool or way for the AI assistant to be able to remove and/or add contributors to jobs in bulk. We just fired a sub-contractor we have been working with for years and I am having to go into each individual job and manually remove them from every job and then create new link for each job to send to the new sub-contractor. This option would be very helpful for situations like this.