Hi All,
I am new to CompanyCam, so please excuse me if this has already been asked. I am trying to find a way to ping my managers when the tasks they assigned are completed by their teams. Is there a report I can run at the end of the day? Or is it best just to have the team tag the manager when they finish a list? What have you all found that works for you, so you or your manager knows what work was completed daily?

HI TEAM!

IS THERE ANY WAY FOR CC TO CONFIGURE THE PROGRAM TO FACILITATE A SEARCH THAT ENABLES YOU TO HIT THE BACK ARROW AND HAVE IT TAKE YOU BACK TO YOUR SEARCH RESULTS INSTEAD OF GOING BACK TO THE MOST RECENT PROJECTS LISTED?
FOR EXAMPLE, I SEARCH FOR A PROJECT AND IT SHOWS UP WITH 2 JOBS. I SELECT ONE OF THEM AND RESEARCH WHAT I'M LOOKING FOR...



BUT WHEN I HIT THE BACK ARROW TO RETURN TO MY SEARCH RESULTS TO LOOK AT THE OTHER PROJECT,



IT TAKES ME BACK TO ALL PROJECTS

THEN I HAVE TO DO A NEW SEARCH AND IT COMES UP WITH YET ANOTHER FORMAT



NOT HAVING TO DO SO MANY EXTRA STEPS WOULD BE GREAT!

THANKS, AND HAPPY FRIDAY!

SHAREE

On Wednesday, January 28, @John Talman will be joined by Eric Weddle, CFO of Weddle & Sons Inc., for our first webinar of the year!

[ REGISTER HERE ]

In about 40 minutes, we'll cover how Eric and his team:

• approach software buying decisions
• encourage adoption of new tech/processes
• measure the performance of their systems
• decide when it's time to switch to something new

Unless I am completely missing something, I don't see a way to upload existing photos from a camera roll to a page under a project. Instead, you can only upload from that session.

The work around then becomes uploading directly to the project and then going through each page and manually adding them in that way.

Can we get an upload function directly from an existing phone camera roll to the page itself, without first loading into the project?

Your recording and a copy of the Q&A will be here shortly.

What questions do you have in the meantime?

Dropping the recording shortly. In the meantime, what questions do you have about the remodel?

Will be posting the recording here shortly! In the meantime, what questions do you have?

As we have now entered 2026, what are your goals for this year? I’ve always loved New Year’s, it’s pretty much the only holiday that I actually care much about. Fresh start, New Year’s resolutions and curiosity to see what the new year will bring. 2025 was exceptionally great, but it was very busy. I’m hoping the 2026 will be a little less busy, but just as exciting. I did decide to consolidate my three businesses, and I have launched as of today at The Lady Plumber Inc.

The main reason was to limit the amount of unnecessary paperwork that I was doing. So now all my invoices, all my job information, client database will be all in one business. So that is what I am super excited about. But I would love to hear about yours!

Hi Team!

I'd like to submit a request for a custom start date and end date filter on the company dashboard page. While the current selection is great, it would be super beneficial to add a date range like you've got on the photos for more exact data.

Thanks, and have a great day!

Sharee

Current Filter Options



Requested Filter Options

I just wanted to wish you all a very Merry Christmas and all the best for 2026!

Does anyone do anything different besides B&A pics showcasing window replacement jobs? Its tough to create excitement with windows.

Is there anyway to add both parties to the contact information? It would be nice to store both parties cell and email information.

This is kinda a feature request, but we use an application called Quickpage to send leads an intro video, basically this is the guy/gal that will be showing up at your door for your appointment. The way the Review Request feature works could also be repurposed for this benefit, but you would need to lose the google link feature. Happy to discuss more.

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!

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!

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

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?

Excited for Season 3

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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.

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!

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 .

There are too many good ones so drop your favorites below!

I'll drop the recording and Q&A here shortly!

1. Home screen remodel
2. Checklist enhancements
3. Project groups
4. Reviews
5. Payments
6. Translations
7. Portfolio Suite
8. Integrations

What questions do you have for our team?