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👋 Start Here: Introduce Yourself + Get to Know the Community

John Talman
ChrisNoCoMarine said:
Hi! I am new to CompanyCam and the forums. I'm looking forward to learning a lot from you all.
  • Name or nickname: Chris
  • Trade(s): Dock Builder
  • Where you’re based: Northern Colorado
  • What kind of work you do: We build custom docks and boat lifts all around Colorado, Wyoming, Utah and more.
  • Biggest win lately: A huge, multi-level dock
  • What brought you here / what you’re hoping to get out of this community: To learn more about CompanyCam and how to use it for our team better. I am particularly interested in Task Lists and Reports.
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Welcome, Chris!!
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Help with Tasks

C
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?
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👋 Start Here: Introduce Yourself + Get to Know the Community

C
Hi! I am new to CompanyCam and the forums. I'm looking forward to learning a lot from you all.
  • Name or nickname: Chris
  • Trade(s): Dock Builder
  • Where you’re based: Northern Colorado
  • What kind of work you do: We build custom docks and boat lifts all around Colorado, Wyoming, Utah and more.
  • Biggest win lately: A huge, multi-level dock
  • What brought you here / what you’re hoping to get out of this community: To learn more about CompanyCam and how to use it for our team better. I am particularly interested in Task Lists and Reports.
Click to expand...
Upvote 0

STREAMLINE THE SEARCH OPTION

ShareeRCC
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...

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

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IT TAKES ME BACK TO ALL PROJECTS

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

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

THANKS, AND HAPPY FRIDAY!

SHAREE
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👨‍💻 Jan 28 Webinar: Choosing the right software for your business

ChristianA
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
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Importing Photos on Pages

KAyersETC
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?
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New Year, What’s your plan?!

cody.howen
Our industry, Solar & Energy Storage, is looking ahead at a big year of transition/unknown after the OBBB set the 30% Residential Federal Tax Credit to expire 12/31/2025. So, looking to adapt and adjust our business model through more strategic partnerships, more C+I projects, multifamily projects, O+M contracts, and likely fewer but larger install projects (solar canopies, ground mounts, new construction).

A few strategic initiatives include:
  • implementing clearer project close out processes, especially utilizing CompanyCam and Jobber to capture project and site details for long term records.
  • tapping into our database to identify opportunities for adding Energy Storage to our historical solar-only installs
  • improve our online presence and set our selves apart from other local competitors - very intrigued by the new CC feature to collect google reviews 👀
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Favorite CRM?

cody.howen
caromcdermott said:
hey @cody.howen! caro here, a product marketing manager at companycam. we're exploring some solutions around lead management and a customer directory. can i add you to our waitlist for early access? no financial commitment, just a chance to check it out while we build!

@Greg H happy to add you as well ;)
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Hi Caro, yes happy to participate. I will keep an eye out for it. Thanks!
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