New
Project Access from My Stuff
- By Megan M.
- Product Wishlist
- 1 Replies
Hey there! I think I can explain what you're seeing, because it's probably not an iPad-vs-phone thing at all. It's more likely the two devices are on different app versions.
We recently changed how tapping a task from My Stuff behaves with app version 10.0.52. It used to drop you straight onto the Project. Now it takes you to that task inside the job's To-Dos list, so you land right on the thing you were assigned instead of having to go hunting for it. Useful in a lot of cases, but as you've found, it also means you're no longer getting dropped into the full job.
So if your iPad is running an older build and the phones have updated, you'd see exactly the split you're describing. Would you mind checking the version on both? (Tap your User Icon the top left → Settings Gear Icon → scroll to the bottom.) If the numbers are different, that'd confirm it.
In the meantime, a couple of things that should help your crew get into the full job faster:
Star the active jobs. Starred projects sit right on the home screen under Projects. One tap from home, no searching.
Lean on Nearby. If they're on site, the job should surface under Nearby on the home screen. Usually the quickest route in.
And honestly, your point stands regardless of the version question: if someone's looking at a task, getting to the rest of that job shouldn't take a detour. I'm passing this straight to the team that works on Tasks. Thanks for taking the time to write this up.
We recently changed how tapping a task from My Stuff behaves with app version 10.0.52. It used to drop you straight onto the Project. Now it takes you to that task inside the job's To-Dos list, so you land right on the thing you were assigned instead of having to go hunting for it. Useful in a lot of cases, but as you've found, it also means you're no longer getting dropped into the full job.
So if your iPad is running an older build and the phones have updated, you'd see exactly the split you're describing. Would you mind checking the version on both? (Tap your User Icon the top left → Settings Gear Icon → scroll to the bottom.) If the numbers are different, that'd confirm it.
In the meantime, a couple of things that should help your crew get into the full job faster:
Star the active jobs. Starred projects sit right on the home screen under Projects. One tap from home, no searching.
Lean on Nearby. If they're on site, the job should surface under Nearby on the home screen. Usually the quickest route in.
And honestly, your point stands regardless of the version question: if someone's looking at a task, getting to the rest of that job shouldn't take a detour. I'm passing this straight to the team that works on Tasks. Thanks for taking the time to write this up.
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Global Document View of Signature Request/Status
- By Megan M.
- Product Wishlist
- 1 Replies
Hey there, and thanks for taking the time to lay this out!
On the Signature side: right now, Signature status lives at the File level inside each project's Documents tab (you'll see Signature Pending, then Signed once everyone's done). There isn't a global view from the left-hand toolbar yet, but here's a workaround a lot of folks have had luck with in the meantime: if you're using Project Boards, you can set up labels like "Awaiting Signature" and "Signed" and move Projects between columns as docs come back. It's not automatic, but it does give you that one-screen snapshot of what's still outstanding without clicking into every job.
On the Home layout: really glad you're liking the new look! We just rolled that out more broadly, and the team is actively refining it. You make a good point and one we haven't heard framed quite this way: if you're managing tasks in AccuLynx, that section is just real estate you're not using. I'm passing on to the Product team, along with the idea of swapping for another feature, like in Documents Sent for Signature.
I can't make any promises, but both are going to the right teams. Keep 'em coming!
On the Signature side: right now, Signature status lives at the File level inside each project's Documents tab (you'll see Signature Pending, then Signed once everyone's done). There isn't a global view from the left-hand toolbar yet, but here's a workaround a lot of folks have had luck with in the meantime: if you're using Project Boards, you can set up labels like "Awaiting Signature" and "Signed" and move Projects between columns as docs come back. It's not automatic, but it does give you that one-screen snapshot of what's still outstanding without clicking into every job.
On the Home layout: really glad you're liking the new look! We just rolled that out more broadly, and the team is actively refining it. You make a good point and one we haven't heard framed quite this way: if you're managing tasks in AccuLynx, that section is just real estate you're not using. I'm passing on to the Product team, along with the idea of swapping for another feature, like in Documents Sent for Signature.
I can't make any promises, but both are going to the right teams. Keep 'em coming!
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White‑label proposal email branding
- By Megan M.
- Product Wishlist
- 1 Replies
Hey Matt, thanks for your feedback!
Straight answer: you can't white-label that delivery email today. The Proposal itself will carry your branding if you upload your logo under Company Settings → Logo, it shows up on your customer-facing outputs (here's the how-to), but the wrapper around it is still ours.
Here's a workaround that gets you close in the meantime:
Send it from your own inbox. Open the Proposal, grab the share link or download it as a PDF, and send it from your company email with your own signature and message. Your customer gets a proposal from you, in your voice, and the link still tracks and collects signatures the same way.
We can totally see how you'd want to keep it all within CompanyCam from beginning to end, so I'd be happy to pass your request along to the team that owns Proposals.
Straight answer: you can't white-label that delivery email today. The Proposal itself will carry your branding if you upload your logo under Company Settings → Logo, it shows up on your customer-facing outputs (here's the how-to), but the wrapper around it is still ours.
Here's a workaround that gets you close in the meantime:
Send it from your own inbox. Open the Proposal, grab the share link or download it as a PDF, and send it from your company email with your own signature and message. Your customer gets a proposal from you, in your voice, and the link still tracks and collects signatures the same way.
We can totally see how you'd want to keep it all within CompanyCam from beginning to end, so I'd be happy to pass your request along to the team that owns Proposals.
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Edit Active Advanced Checklists on Projects
- Product Wishlist
- 2 Replies
Hey Lee, this is a great callout and you're reading the situation exactly right.
Adding Fields and Sections to a Checklist that's already live on a Project isn't something you can do directly in the app (or over MCP) today. That's a known gap, and it's actively being worked on right now!
The good news: there's already a way to do this. The CompanyCam Assistant can add, edit, and discard Sections, Fields, and conditional follow-ups on an existing Advanced Checklist, not just Templates. So instead of duplicating or deleting your way around it, you can pull up the Checklist and tell the Assistant what you need added, conditional logic included. It can also build a brand-new one-off Checklist from scratch with no Template at all, refine it as you go, and complete items (text and photos). Worth trying on a live Checklist and seeing how close it gets you.
On your bigger question: one-off Advanced Checklists in the UI are being built as we speak. I can't put a date on it, but that's the direction — the Assistant just got there first.
It's worth flagging that "derive from a template, then edit the instance" is the specific part I want to make sure the team hears, because it's a little different from "build a one-off from nothing." I'm passing your post along with that framing. Feedback like this is genuinely what shapes the order things get built in, so thank you for taking the time to write it up.
This is great to hear. thank you so much.
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Field Scheduling
- By Megan M.
- Product Wishlist
- 1 Replies
Hey James, thanks for the feedback!
There's no native crew calendar in CompanyCam today, as you know, but you're far from the only one asking. This is easily one of the most requested things we hear, so I've passed your write-up along to our product team. It's an area we're actively digging into right now, though I can't give you a timeline on what lands or when.
In the meantime, here's the closest thing to what you're describing, and it gets you further than a group text:
Assign users to the Project. Open the Project → Project Users → Assign Users. Everyone assigned gets a notification that drops them right into the job, and it shows up in their Projects list on mobile. (How to assign a Project to Users)
Use the Google Calendar integration for the "when." It's two-way — you can create a CompanyCam Project straight from a Google Calendar event. If your office schedules the week on a shared work calendar, the jobs get built in CompanyCam automatically and your team taps the Project link from the event to land on-site with everything already there. (Setup guide)
Assign the work. Project Tasks live in the To-Dos tab and can be assigned to specific people — crews see everything assigned to them in My Stuff, across every job. (Assign Project Tasks to Users) Checklists can be assigned the same way if you've got a repeatable scope. (Assign a Checklist to Users)
Thank you again for sharing this and what you want it to look like!
There's no native crew calendar in CompanyCam today, as you know, but you're far from the only one asking. This is easily one of the most requested things we hear, so I've passed your write-up along to our product team. It's an area we're actively digging into right now, though I can't give you a timeline on what lands or when.
In the meantime, here's the closest thing to what you're describing, and it gets you further than a group text:
Assign users to the Project. Open the Project → Project Users → Assign Users. Everyone assigned gets a notification that drops them right into the job, and it shows up in their Projects list on mobile. (How to assign a Project to Users)
Use the Google Calendar integration for the "when." It's two-way — you can create a CompanyCam Project straight from a Google Calendar event. If your office schedules the week on a shared work calendar, the jobs get built in CompanyCam automatically and your team taps the Project link from the event to land on-site with everything already there. (Setup guide)
Assign the work. Project Tasks live in the To-Dos tab and can be assigned to specific people — crews see everything assigned to them in My Stuff, across every job. (Assign Project Tasks to Users) Checklists can be assigned the same way if you've got a repeatable scope. (Assign a Checklist to Users)
Thank you again for sharing this and what you want it to look like!
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Google Integrations For Shared Drive
- By Megan M.
- The Blue Room
- 1 Replies
Hey Sharee! Good news — you can absolutely do this today.
Here's how it works: an Admin or Manager connects the Google Drive integration, and CompanyCam automatically creates a CompanyCam root folder in that person's My Drive. From there, every new Project gets its own subfolder, and all photos, videos, and documents sync into it automatically.
The part you're after: once that root folder exists, you can move it straight into your company's Shared Drive. Just right-click the CompanyCam folder in Drive → Organize → Move → pick your Shared Drive. Sync keeps running exactly as before, and now your whole team has access based on your Shared Drive permissions.
Two quick tips so it goes smoothly:
One thing that isn't possible currently is picking the Shared Drive (or a specific customer folder) as the destination during setup. It's always "connect, then move." We have a feature request for this that I'll tag you to and we'll chime back in here if there is any progress in the future!
Here's how it works: an Admin or Manager connects the Google Drive integration, and CompanyCam automatically creates a CompanyCam root folder in that person's My Drive. From there, every new Project gets its own subfolder, and all photos, videos, and documents sync into it automatically.
The part you're after: once that root folder exists, you can move it straight into your company's Shared Drive. Just right-click the CompanyCam folder in Drive → Organize → Move → pick your Shared Drive. Sync keeps running exactly as before, and now your whole team has access based on your Shared Drive permissions.
Two quick tips so it goes smoothly:
- Have an Admin be the one to connect it, since whoever connects it owns that root folder.
- Connect first, then move — the folder has to exist before you can relocate it.
One thing that isn't possible currently is picking the Shared Drive (or a specific customer folder) as the destination during setup. It's always "connect, then move." We have a feature request for this that I'll tag you to and we'll chime back in here if there is any progress in the future!
Upvote
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Edit Active Advanced Checklists on Projects
- By Megan M.
- Product Wishlist
- 2 Replies
Hey Lee, this is a great callout and you're reading the situation exactly right. 
Adding Fields and Sections to a Checklist that's already live on a Project isn't something you can do directly in the app (or over MCP) today. That's a known gap, and it's actively being worked on right now!
The good news: there's already a way to do this. The CompanyCam Assistant can add, edit, and discard Sections, Fields, and conditional follow-ups on an existing Advanced Checklist, not just Templates. So instead of duplicating or deleting your way around it, you can pull up the Checklist and tell the Assistant what you need added, conditional logic included. It can also build a brand-new one-off Checklist from scratch with no Template at all, refine it as you go, and complete items (text and photos). Worth trying on a live Checklist and seeing how close it gets you.
On your bigger question: one-off Advanced Checklists in the UI are being built as we speak. I can't put a date on it, but that's the direction — the Assistant just got there first.
It's worth flagging that "derive from a template, then edit the instance" is the specific part I want to make sure the team hears, because it's a little different from "build a one-off from nothing." I'm passing your post along with that framing. Feedback like this is genuinely what shapes the order things get built in, so thank you for taking the time to write it up.
Adding Fields and Sections to a Checklist that's already live on a Project isn't something you can do directly in the app (or over MCP) today. That's a known gap, and it's actively being worked on right now!
The good news: there's already a way to do this. The CompanyCam Assistant can add, edit, and discard Sections, Fields, and conditional follow-ups on an existing Advanced Checklist, not just Templates. So instead of duplicating or deleting your way around it, you can pull up the Checklist and tell the Assistant what you need added, conditional logic included. It can also build a brand-new one-off Checklist from scratch with no Template at all, refine it as you go, and complete items (text and photos). Worth trying on a live Checklist and seeing how close it gets you.
On your bigger question: one-off Advanced Checklists in the UI are being built as we speak. I can't put a date on it, but that's the direction — the Assistant just got there first.
It's worth flagging that "derive from a template, then edit the instance" is the specific part I want to make sure the team hears, because it's a little different from "build a one-off from nothing." I'm passing your post along with that framing. Feedback like this is genuinely what shapes the order things get built in, so thank you for taking the time to write it up.
Upvote
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Allow Timelink Link to download original and modified photos
- By Megan M.
- Product Wishlist
- 2 Replies
Hey there! Thanks for laying this out so clearly. Surveys where the designer needs the clean shot and the marked-up one is a really specific workflow, and you're right that the Timeline link only hands over the modified version today. There's no way around that on the link itself right now.
Two things that might cut down the back-and-forth in the meantime:
Duplicate before you mark up. If you duplicate a photo and then add your measurements and annotations to the copy, both versions live in the Project side by side, and both show up in the Timeline link. Your designers can grab whichever one they need without you downloading and emailing anything. It's an extra tap at markup time, but it's a one-time step instead of a recurring export every few weeks.
Gallery links for batch handoffs. When there's a milestone worth packaging up, a Gallery link gives your client a Download All Photos button right in the top corner. This is something Timeline links don't have, but it doesn't solve your ask because Gallery links don't provide a original and modified download option either. It's not a replacement for the live Timeline, but handy when the designers need a whole set at once.
I'll go ahead and send your feedback to our Product team so it gets in front of the right people! Thanks for sharing!
Two things that might cut down the back-and-forth in the meantime:
Duplicate before you mark up. If you duplicate a photo and then add your measurements and annotations to the copy, both versions live in the Project side by side, and both show up in the Timeline link. Your designers can grab whichever one they need without you downloading and emailing anything. It's an extra tap at markup time, but it's a one-time step instead of a recurring export every few weeks.
Gallery links for batch handoffs. When there's a milestone worth packaging up, a Gallery link gives your client a Download All Photos button right in the top corner. This is something Timeline links don't have, but it doesn't solve your ask because Gallery links don't provide a original and modified download option either. It's not a replacement for the live Timeline, but handy when the designers need a whole set at once.
I'll go ahead and send your feedback to our Product team so it gets in front of the right people! Thanks for sharing!
Upvote
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PROJECT LABEL VISIBILITY
- By Megan M.
- Product Wishlist
- 1 Replies
Hey Casey, you're speaking our language — nobody should have to click into 30 Projects to figure out where each one stands.
Are you referring to viewing Labels in the mobile app? Good news on the mobile side: we've been working on a redesigned Project Feed that includes putting Labels right on the Project cards. It's making its way to accounts now, so if you're not seeing it yet, hang tight — and make sure you're on the latest app version.
A workaround in the meantime: you can filter by Label by tapping the Search Icon in the bottom left of your mobile home screen > scroll through the tabs and tap Labels > search for the Label you'd like to narrow your Projects down by.
Showing more Labels on cards is something we're already poking at, so this lands at a good time. Thanks for taking the time to write this up!
Are you referring to viewing Labels in the mobile app? Good news on the mobile side: we've been working on a redesigned Project Feed that includes putting Labels right on the Project cards. It's making its way to accounts now, so if you're not seeing it yet, hang tight — and make sure you're on the latest app version.
A workaround in the meantime: you can filter by Label by tapping the Search Icon in the bottom left of your mobile home screen > scroll through the tabs and tap Labels > search for the Label you'd like to narrow your Projects down by.
Showing more Labels on cards is something we're already poking at, so this lands at a good time. Thanks for taking the time to write this up!
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Navigation Feature
- By Megan M.
- Product Wishlist
- 1 Replies
Hey there! This is a fantastic idea, and that mockup made it really easy to picture.
The live camera overlay with a Maps-style navigation indicator isn't something we can do today. But the foundation you're describing — uploading a plan and pinning photos to exact spots on it — is something our team is actively tinkering with right now. I can't make any promises, but feedback like this helps shape what we build next, so thank you for taking the time to write it up.
In the meantime, here are a couple of things that get you partway there:
Map This Photo might be the closest thing to what you're after. Open a photo, tap the Map Icon, and you'll see a pin for where it was taken plus the direction the photographer was facing. That's the "which way was this shot looking?" piece you mentioned, just on a satellite map instead of over the drawing. Here's how it works.
Turn on GPS + date/time stamps so every photo carries its own location context for anyone reviewing later. Steps here.
Upload the drawing as a Project Document, then use Tags (or a quick annotation on a copy of the plan) to label areas — "North Elevation," "Grid C4," etc. Tag your photos to match, and someone who's never been on site can filter to an area and know exactly what they're looking at.
Draw a geofence when you create the project so photos stay tied to the right site — handy on larger jobs.
Not quite your ask, but it'll get your viewer oriented today. Keep the ideas coming!
The live camera overlay with a Maps-style navigation indicator isn't something we can do today. But the foundation you're describing — uploading a plan and pinning photos to exact spots on it — is something our team is actively tinkering with right now. I can't make any promises, but feedback like this helps shape what we build next, so thank you for taking the time to write it up.
In the meantime, here are a couple of things that get you partway there:
Map This Photo might be the closest thing to what you're after. Open a photo, tap the Map Icon, and you'll see a pin for where it was taken plus the direction the photographer was facing. That's the "which way was this shot looking?" piece you mentioned, just on a satellite map instead of over the drawing. Here's how it works.
Turn on GPS + date/time stamps so every photo carries its own location context for anyone reviewing later. Steps here.
Upload the drawing as a Project Document, then use Tags (or a quick annotation on a copy of the plan) to label areas — "North Elevation," "Grid C4," etc. Tag your photos to match, and someone who's never been on site can filter to an area and know exactly what they're looking at.
Draw a geofence when you create the project so photos stay tied to the right site — handy on larger jobs.
Not quite your ask, but it'll get your viewer oriented today. Keep the ideas coming!
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Reminder notification date
- By Megan M.
- Product Wishlist
- 1 Replies
Appreciate you writing this one up!
Right now, Reminders only offer the preset windows (30 minutes, 4 hours, 1 day, 3 days), and they're personal — you can set one on your own or someone else's comment, but it only pings you. So a "remind me on November 12th" or "remind Dave" isn't possible today.
Two workarounds that get you close in the meantime:
For follow-ups further out: assign a Project Task to a User instead of using a Reminder. Tasks stick around until they're checked off, they show up under My Stuff on the home screen, and they don't expire after 3 days.
For reminding someone else: @mention them right in the photo comment or Project Conversation.
Regarding your specific ask for these changes to reminders, I'm passing this along to our Product team. No timeline to promise you, but your feedback is absolutely landing in the right place.
Right now, Reminders only offer the preset windows (30 minutes, 4 hours, 1 day, 3 days), and they're personal — you can set one on your own or someone else's comment, but it only pings you. So a "remind me on November 12th" or "remind Dave" isn't possible today.
Two workarounds that get you close in the meantime:
For follow-ups further out: assign a Project Task to a User instead of using a Reminder. Tasks stick around until they're checked off, they show up under My Stuff on the home screen, and they don't expire after 3 days.
For reminding someone else: @mention them right in the photo comment or Project Conversation.
Regarding your specific ask for these changes to reminders, I'm passing this along to our Product team. No timeline to promise you, but your feedback is absolutely landing in the right place.
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