Hey there, thanks for laying out your roof inspection workflow so clearly. This kind of detail really helps our team see what would make CompanyCam work better for you.

You’re right that PDFs uploaded to the Documents tab can’t be written on or marked up directly today. We’ve heard this ask from a number of customers, and document markup is something our team is actively exploring. I can't make any promises, but I'll share your feedback and use case with our product team.

Thanks again for the feedback, and keep it coming!

Sadly we are having trouble with remote location/no service for this feature, and others. If we have reception this is great, but wwith no offline capability we cannot rely on this method of time tracking.

Jose V said:

Hi @Lbelland, thanks for sharing this! A quick footprint sketch on every job is exactly the kind of real-world workflow that helps us understand what mitigators need.

A freeform whiteboard to sketch on isn’t something CompanyCam has today, so I don’t want to overpromise. Here’s a workaround you can use right now:

1. Start with a base image. Snap a photo of a hand-drawn sketch on paper or a whiteboard, or upload a screenshot of the property from an aerial/map view.
2. Mark it up in the photo editor. Use Draw, Line, Arrow, Circle, Square, and Text to outline the footprint, label rooms, and call out where work will happen.
3. Drop it into a Document. Add the marked-up image to a Document alongside your notes, so the sketch and scope travel together and are easy to share.

Not as slick as sketching from scratch, but it keeps everything in one project. I’ve passed your request along to our Product team so they can see how many mitigators need this. If other folks here would use it, give the post a vote!

Click to expand...

Great idea! I have been using the photo editor and a photo of blank plywood or drywall for a while now. I need a canvas, so a piece of drywall, or plywood becomes by canvas, from there I can create and edit a site plan, add markups and tag the drawing. Not my favorite solution, kind of like drawing on cardboard. but saved in the project folder.

November 4: Exploring CompanyCam's AI Tools (Part 1)
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Hey Kelly, good news! We shared your request with our product team, and it’s now live in CompanyCam.

AI tools connected through the CompanyCam MCP can now read the text inside your uploaded documents, including PDFs, instead of only seeing the name and download link. Your AI assistant can use the new get_document_content tool to pull in a file’s contents, so you can check sub invoices against proposals or track job costs without downloading and re-uploading anything.

It works best on text-based PDFs, so scanned copies may not read as well.

It also respects your existing permissions, so Restricted documents stay hidden from anyone who doesn’t have access.

Give it a try with ChatGPT and let us know how it goes on your real invoices. Thanks for such a clear and detailed request. This feedback helps us build the right things for contractors.

Hi Dan, thanks for sharing this and for explaining why it matters. A clean paper trail is exactly what a lot of crews rely on Conversations for, so this is really useful feedback.

Here’s where things stand today. Editing and deleting comments rolled out earlier this month, with a few guardrails built in so the conversation stays trustworthy:

• Only the person who wrote a comment can edit it, and edited comments are labeled as edited.
• Deleting a comment doesn’t make it silently vanish. A note stays in the thread showing a comment was removed.
• Only Admins can delete someone else’s comment. Everyone else can only delete their own.

What we don’t have today is a way to view the previous version of an edited comment. I’ve passed your request along to the team that owns Conversations. Feedback like yours helps shape what gets prioritized. I can't make any promises, but I'll make sure this is on our radar.

In the meantime, a few ways to protect your paper trail:

1. Add a follow-up comment instead of editing. Encourage your team to post a new correction comment if a detail changes, so the original wording stays in the thread.
2. Keep the Admin role small. Admins are the only ones who can delete other people’s comments.
3. Update everyone’s app. The edited label and deleted note show up best on the latest version.

Here’s how it all works: Using the Conversations Hub

Hey @matt3007 — thanks for flagging this one!

There’s no way to filter the Team tab down to active Users only right now. Deactivated folks stay on that list, and you’re right that it just keeps growing as crews turn over. That’s a real gap, and we hear you.

Two things that should take some of the pain out of the monthly handoff:

Let your billing page do the counting. When you deactivate a User, you stop paying for their seat — so your billable seat count at app.companycam.com/billing is always your true active headcount. If accounting’s main question is “who are we paying for,” your invoice is the cleanest source of truth there, no scrolling required. (Admins only on that page.)

Search instead of scroll. The Team tab has a search bar up top, so when you’re verifying one specific person, you can jump straight to them.

And the good news — the ask for an active/inactive toggle on the Users page is already written up and in front of our Product team. I’m adding your note to it, because the monthly accounting pull is exactly the kind of concrete use case that helps these climb the list. I can't guarentee that this will become a feature, but it has been an ask from other Users.

Hi @LiamSparks, thanks for posting this! Totally get it. When you’re digging through a big camera roll for older jobs, being able to see dates as you scroll would save a ton of time.

Right now, the photo picker in the mobile upload flow doesn’t show dates. The good news is that our team is actively working on improvements to the photo picker, and requests like yours help shape what gets prioritized. I don’t have a timeline to share, but I’ve passed this along to the team.

A few workarounds in the meantime:

• Make an album first: In your phone’s Photos app, add the historic photos to an album (or favorite them), then pick from that album when you upload. Searching by date in Photos makes this quick.
• Upload from your computer: Send the photos to your computer and use Upload Media on the web app. Your computer’s file browser can sort by date, and the photos still land in your Project.
• Dates carry over: Once uploaded, photos use the date they were originally taken (not the upload date), so your historic photos will show the right dates in the Project.

More on uploading existing photos here: Uploading Existing Photos

Hi @Lbelland, thanks for sharing this! A quick footprint sketch on every job is exactly the kind of real-world workflow that helps us understand what mitigators need.

A freeform whiteboard to sketch on isn’t something CompanyCam has today, so I don’t want to overpromise. Here’s a workaround you can use right now:

1. Start with a base image. Snap a photo of a hand-drawn sketch on paper or a whiteboard, or upload a screenshot of the property from an aerial/map view.
2. Mark it up in the photo editor. Use Draw, Line, Arrow, Circle, Square, and Text to outline the footprint, label rooms, and call out where work will happen.
3. Drop it into a Document. Add the marked-up image to a Document alongside your notes, so the sketch and scope travel together and are easy to share.

Not as slick as sketching from scratch, but it keeps everything in one project. I’ve passed your request along to our Product team so they can see how many mitigators need this. If other folks here would use it, give the post a vote!

Hey Emily1051, great question, and a smart one!

On mobile, you can already do this. Open any project and tap the clock to track time right there. Admins and managers can also tap a project’s clock to see that project’s time entries.

On the web app, time tracking lives on its own Time Tracking page in the left-hand menu, and hours don’t show on the project page yet. The Time Tracking page is where Admins and Managers view team hours, manage entries, and export data. To see one project’s hours today, open Time Tracking, filter to that project, and export if you need a copy. Here’s the walkthrough: How to Manage Time Tracking

Seeing time right on the project page is something we’ve heard from other customers too, and we’ve noted your vote. Feedback like yours helps shape what gets prioritized. Anything about your workflow I can help with in the meantime?

2nd this!

2nd this!

This is awesome, thank you so much!

Hey there!

Thanks so much for the detailed feedback! We can totally understand wanting every Document your reps build to come out fully on-brand, with the photos and notes already in CompanyCam and we're definitely working toward that goal. Since there's a list of excellent requests here, I'll break it all down here:

What you can already do (Document Templates on web, Admins & Managers, select plans):
• Cover page that fills itself in: In a Template, click + → Cover Page and leave the project details blank. They populate automatically when the Template is used. You can also type "{{" anywhere in the Template to drop in fields like Project Name, Project Address, Company Name, Date, or Author.
• Branded header/footer: Click into the header area, choose Replace with Image to upload your own, or + Insert Field for dynamic info. Turn on Hide on Page 1 to keep it off your cover.
• Text color, alignment, and photo layouts: Text color and alignment are in the editor. The new Photo Settings tab lets you set photo layout, size, and shape in one spot.
Read more here: https://help.companycam.com/en/articles/10775889-creating-document-templates

Being explored: Rich Text Snippets are all being looked at. I can't make any promises, but keep an eye on our News Center for updates: https://intercom.news/companycam

Not something we support today: Custom margins and spacing, background colors, more font options and sizes, and more cover page and branding flexibility are things that are not currently being explored, but I'll share your request with our Product team! A few things to make things easier in the meantime:
• Design your header image with your logo and text inset, so they line up with where your body text starts.
• Carry your brand color through the header/footer image, plus a cover page with your logo and project photo.
• Use a page break to start a new section on a fresh page.
• Build your go-to formatted text, colors, and tables right into the template so every new doc starts with them in place.

Thanks again, keep the ideas coming!

Hey there, thanks for sharing your feedback!

Crews forgetting to tap that green box is a real headache, and an opt-in setting is a smart way to handle it. Right now, adding a photo doesn’t check the item off automatically, so we can’t promise this today. We’ve heard similar requests from other customers, so I'll share your request with our Product team.

In the meantime, here’s a couple of things that might help:

• Make photos required. On a Classic checklist, check Photos Required on the field (it’s on by default). On an Advanced Template, click the Camera Icon on the field. Your crew can’t complete the item without a photo, so the proof is always there. Creating a Checklist | Building an Advanced Template
• Assign the Checklist to your crew. They’ll get a notification, and you can track progress from the Checklists tab. Assign a Checklist

Keep the ideas coming!

Hi Amber, thanks for laying this out! Being able to read a full-size map or plan on your phone without bouncing between apps makes total sense, especially when you’re standing on the job site.

Right now, CompanyCam’s document viewer doesn’t zoom in as far as a dedicated PDF app like the ones you’re using, so we don’t have a way to do this in-app today. We’ve heard this from other contractors who keep plans and drawings in CompanyCam and although I can't make any promises, I’ve shared your post with our product team.

Thanks again for this feedback! Keep the ideas coming!

Hey Alicia! Great asks, both of them!

Filtering a Document by collaborator is not something you can do today. When you’re pulling photos into a Document, the filters available are Project and Tag, so there’s no way to narrow down to just one collaborating company’s photos. However, if you’re on the mobile app, you can filter Projects by Collaboration. Head to Home → Projects → See All, and you’ll find a Collaborators filter right in the filter bar. It’ll pull up every project that has a collaborating company on it, so you can zero in on your shared jobs fast. (Fair warning: it’s a show-me-all-collab-projects filter right now, not a pick-one-specific-company filter — but it’s a solid start.)Seeing which projects have open collaboration links isn’t something you can pull up in a single list today.

You could try to utilize our Project labels feature as a workaround to this. Simply just create and add a label like “Collab Open” on projects when you send an invite out, then filter your project list by that label. It’s a manual step, but it gives you exactly the running list you’re after until we build something native.

Helpful links: Using Project Labels · Manage and Remove Collaborators · Guests vs. Collaborators

Passing both of these along to our product team, the “which projects have open links” one especially, since that’s a visibility gap we haven’t tackled yet. Feedback like this is exactly what shapes what gets built next.

Hey there!

Thanks for sharing this! We can totally see how it would save time. When you’re working with a sub on a job, having to share Documents one at a time adds up fast, and a simple toggle for what they can see is a smart idea.

Right now, Collaborators can work with photos, comments, Tasks, and Checklists on a shared Project, but Documents aren’t included. That’s not something we support today.

It sounds like you're already manually sharing Documents individually when your subs, but I'll include this help article, just in case: Sharing and Exporting Documents.

I’ll pass your idea along to our Product team. Thanks again, keep the ideas coming!