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.

I would really like to move our current sales process over to CompanyCam by using the Sales Proposals. Without being able to add non-taxable items, I cannot adjust our current process. I thought once the Invoicing became available that this would change and while it is available for the Invoices and an option when adding items to the Price Book, I would like to see it become available in the Proposals.

i love the app its very useful but like RAY J, and only had "1 WISH" it would be for Dark Mode. please and thank you.

Please add two-way Google Calendar syncing that matches calendar events to existing CompanyCam projects by CompanyCam project ID, project link, or address. Currently, calendar events create duplicate projects instead of updating or linking to the existing job. The integration should preserve one project record while syncing appointment dates, times, assigned users, and notes in both directions.

A couple of suggestions:

1) Allow back-syncing to Quickbooks online when creating Customers and Projects. So, any customer created in CompanyCam's database creates in Quickbooks Online, and projects are created as Projects to that customer as well.
2) When creating a new project, have a dropdown to select the customer it's assigned to, and then auto-populate the contact info after it's created.

First picture added to project automatically gets set as cover photo.

The feature to filter the map based on projects is limited to the web-app. Since most users are mobile users, this feature seems to be biased on non-field users. Please consider making that change for users not sitting at a desk all day.

Hello peers,

Does anyone use QUO for managing a company phone number? We are improving our client facing communication and sharing coverage of the main phone - we need to move beyond having to physically possess the main line (iPhone) to communicate from it.

Open to suggestions too! As of now looking for pretty basic functionality.

Thanks,
Cody

Can you add the ability to minimize the blue sidebar on the web app? It takes up valuable real estate on the page when viewing project photos, creating reports, etc. I've seen the functionality on other web apps, so I'd imagine it's technically possible.

Next time you clock in on a project, snap a photo while you're at it.

It gets tagged with "clock in," stamped with the date and time, and dropped right onto your timesheet next to your hours. So instead of a row of numbers, you've got a visual record of the job. A few ways crews are already using it: a shot of the truck in the driveway to start the day, a quick crew photo when everyone shows up, or a photo of the finished area to clock out.

Takes one extra second and turns your timesheet into proof of the work.

You have early access to Time Tracking, no cost to you while we fine-tune things. We'll give you a heads-up before pricing kicks in.

How are you using the clock-in photo on your jobs? Drop a screenshot or tell us your routine below.