Search by Customer

It would be great to have the ability to search or filter projects by customer directly from the main page.

Currently, when viewing projects under a customer profile, exiting a project takes you back to the homepage rather than the customer's project list. This makes navigating between multiple projects for the same customer more difficult than it needs to be.

Ideally, we could search by customer from the main page and see all projects associated with them. Even a toggle between searching by project and searching by customer would be a useful improvement.

Tasks

Hey Zach! Thanks for bringing this up! We can totally understand wanting a quick way to see who you’ve assigned what, so you’re not wondering two days later whether something got handed off. That’s a real time-saver for anyone running a crew. 🙌

That’s not something we support today. Right now, assigned Tasks live inside each project rather than in one combined list. What works in the meantime:

Check the Project’s Task list. On web, open the Project and look in the Tasks section of the sidebar. The assignee’s icon shows next to each task. On mobile, open the project, tap the To-Dos tab, then the Task tab. Here’s how assigning works: Assigning Project Tasks to Users.

Try a Checklist for assigned work. Our Help Center recommends Checklists for work assigned to specific users. They’re a good fit when you need more structure than a quick task: Assigning a Checklist to Users.

I’m passing your request along to our product team so it’s tied to the feedback we’re already collecting on this! Keep the feedback coming!
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Feature Request: Ability to share entire folders.

Hey Zach! 👋 Thanks for sharing this! It's a great idea and we can totally see why you’d want it. When you’ve got renderings, revisions, and blueprints sorted by phase, one link to a whole folder would save you (and your homeowners and subs) a ton of back-and-forth.

Sharing an entire folder with a single link isn’t something we support today. Share links work one Document at a time. Here’s what works right now:

• Share each Document by link: Open the Document, click Share, then Copy Link. Here’s how.
• Merge, then share one link: On the web app, check the Documents you want to bundle in the Documents tab and click Merge Documents. Share the combined Document instead of a pile of links. Just note that Docs only merge with Docs and PDFs with PDFs, and your originals stay put. More on merging.

One heads-up: Collaborators can’t see your Documents or folders right now, so link sharing is the way to get these to homeowners and subs.

I’ll pass your request along to our product team. Thanks again, keep the ideas coming! 🙌
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Showcase Content

We complete projects of considerable size and complexity, and our showcase portfolio is linked on our website, which is accessible through our digital business card. Limiting each showcase project to five images makes it difficult to fully convey the scope, progression, and quality of these larger projects. Allowing additional images would help us present a more complete picture of our work and capabilities.

Creating automated subfolders in document section.

Hi Cori, good news: you can do this now! 🎉

Project templates can hold document folders, and when a project starts from that template, the folders come along with it. To “automate” it, set that template as your default so every new project starts with your folders already in place. Your PMs can then upload their scope of work straight into the right folder.

Here’s how:
  1. On the web app, go to Templates under Resources and open (or create) a Project Template.
  2. Add a folder in the Documents section and name it (like “Scope of Work”).
  3. From the Projects tab in Templates, click the three-dot menu on that template and choose Set as Default Template.
A couple of notes: templates are built on the web app by Admins and Managers, and they’re available on select plans. Here’s the full rundown: Project Templates Now Hold Document Folders.

Thanks for putting this on the wishlist, and let us know how it works for your team!
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Include Document File Structure in Project Templates + Allow Template-Based Project Creation from External Triggers

Hey @Emberton Electrical & @AprilG!

Exciting news. You can now save your folder structure in your Project Template. Head to Templates > choose the Project Template you want to add a Document Folder to > Add Folder under Documents. https://intercom.news/companycam/161475-project-templates-now-hold-document

Thanks again for taking the time to share your feedback! 🎉
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Creating automated subfolders in document section.

I want to be able to create subfolders that I can set up to automatically populate in the document section.
For example: One of my project managers creates a scope of work on a property/ project, they are creating this scope of work externally from Companycam using word or another software, I would like to be able to create a subfolder that automatically populates in the document section of the project when the project is created then they can upload that scope of work into that folder.
Companycam already has a function to create these subfolders but no way to automate it, I would love to see this added.

Description Search in Global Search

I have built an inventory catalog with Slab photos and the color names in the description. Claude as ran through this but it starts with the original photo taken and the talk to text description that is done at the time the photo is taken. If i want to find a slab photo from the color name i am unable to. This should definitely be a part of the global search.

Photo order and organization

Hi Pru, thanks for laying this out. Telling a project’s story from start to finish is exactly how a report should read, and spending a whole day rearranging 100 photos definitely isn’t the goal.

Here’s a trick that can save you a ton of time. When you add photos to a Document, click View in the photo selector and choose Oldest First. Your photos come in starting from the beginning of the Project, so you’re not rebuilding the order after the fact. 🎉 You can also create a report directly from the Project page by selecting photos and then using the blue banner that appears up top in the web app. If you're going that route, be sure to use the View drop-down here as well and select Oldest First before you start selecting photos.

Screenshot 2026-10-20 at 3.58.04 PM.png

If you need to nudge a few photos after that, you can drag and drop them into place inside the Document. We’re also actively working on making photo reordering faster and easier. I can’t promise a date, but your feedback on report order helps shape that work.

Give Oldest First a try on your next report and let us know how it goes! 🧡
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Feature Request: Allow AI Tools to Read PDF Contents Through CompanyCam MCP

Feature Request: Allow AI Tools to Read PDF Contents Through CompanyCam MCP

We use CompanyCam to manage construction projects, proposals, subcontractor invoices, and financial documents.

We have connected CompanyCam to ChatGPT and would like AI tools to be able to read the actual contents of uploaded PDFs, rather than only document names, metadata, and attachment URLs.

This would allow contractors to automate job-cost tracking, verify subcontractor invoices, compare actual costs against proposals, and generate profitability reports without downloading and re-uploading documents.

Ideally, this capability would respect CompanyCam's existing document permissions, including Restricted access.

This would be a valuable improvement for contractors who want to use AI with their existing CompanyCam workflows.

More Color Options

Hey Briana, thanks for sharing this! 🎨 When you’re juggling a lot of Tags and Labels, a handful of colors can only stretch so far, and we hear you.

More color customization for Labels and adding a color option for Tags is on our radar, so your post is a real help in shaping what gets prioritized. I can’t make any promises, but we’ll share this with the right team!

In the meantime, here are a few tricks that might take the edge off:
• Add a short prefix or emoji to the name (like “🔴 Urgent” or “HVAC – Rough-in”) so a Tag or Label stays easy to spot.
• Lean on filtering: searching or filtering by tag name.

Thanks again for taking the time to share your feedback with us! 🙌
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The one thing to make your app the bet in my opinion

Hi Amber, thank you for the kind words, and for sticking with us for so long! 🙌

Good news: this request is actively being worked on. We’re rolling out Project Address and Project Name photo stamps, so the street address can show right on the photo alongside the date and time. Yay!

Want to try it sooner? Email support@companycam.com and request early access to Project Address stamps. One heads-up: like GPS and date/time stamps, these are baked into the photo, so they can’t be removed later, at least for now. That matters most for photos you plan to use in marketing.

Thanks again for helping us make CompanyCam better! 💙
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Integration

Hello Team,

I would like to suggest exploring a possible integration with AppFolio, a property management platform widely used to manage maintenance work orders and communication between property managers and vendors.

I believe this integration could significantly improve project communication and workflow efficiency, while also increasing the overall value of your platform.

Ideally, the integration would allow users to:

  • Synchronize work orders: Automatically connect AppFolio work orders with projects in your system.
  • Centralize communication: Share project updates, notes, and relevant information between both platforms.
  • Synchronize project statuses: Keep work order progress updated without requiring duplicate manual entries.
  • Share documentation: Transfer project photos, reports, and completion notes directly to AppFolio.
  • Improve coordination: Help property managers, vendors, and technicians stay informed throughout the project.
Currently, managing information across multiple platforms requires additional administrative work and can sometimes lead to communication gaps or delays.

An AppFolio integration could simplify these processes, reduce duplicated efforts, and make your platform even more valuable for companies working in property maintenance and restoration.

I would love to know whether this integration is already being considered or if it could be evaluated as a future development opportunity.

Thank you for considering my suggestion!

Turn off Download Ready Notification

Hi Liz! 👋 Thanks for flagging this and for such a clear suggestion!

You’re right that something changed. We recently added a notification so you know the moment your photo downloads are ready, which is especially handy for big projects that download in batches. We hear you that it’s a lot when the email is already on its way too.

Right now there isn’t a way to turn off just the download-ready notification. In the meantime, you can open Notification Settings and turn off push notifications. Keep in mind that applies to all push notifications, not only downloads. You’ll still get the email with your download link either way.

More granular notification controls are something we’ve heard others ask for too. I'll share this feedback with our Product team. Thank you for helping make CompanyCam better! 🙌
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Restricted access API Commands

Hello CompanyCam,

We are currently integrating CompanyCam with our CRM for GoodRoof Co. and have successfully configured our integration to upload documents directly from CRM job records into their corresponding CompanyCam projects.

We need to ensure that all documents uploaded through our API integration are automatically assigned Restricted access rather than the default Everyone access. This is particularly important because these documents may contain customer contracts, financial information, and other sensitive records.

During our testing, we confirmed the following:

  • Documents upload successfully using <span>POST /public_api/v1/projects/{project_id}/documents</span>.
  • Including <span>"access_limited": true</span> in the document creation payload returns HTTP 201, but the document is still created with Everyone access.
  • We identified that the CompanyCam web application uses <span>"access_limited": true</span> when changing a document's access to Restricted.
  • Attempts to update document permissions through the public API returned HTTP 404, indicating that the endpoints we tested were not recognized.
Could you please clarify the following?

  1. Is there a supported API method to set a document's access to Restricted when it is initially uploaded?
  2. Is there an API endpoint that allows us to change an existing document's access from Everyone to Restricted?
  3. Can we configure a company-wide default so that all documents uploaded through an API integration automatically inherit Restricted access?
  4. If these options are supported, could you provide the appropriate API endpoints, request payloads, and authentication requirements?
Our goal is to automate document synchronization between our CRM and CompanyCam while ensuring that sensitive customer documents are never left accessible to all CompanyCam users.

We would appreciate any guidance or alternative solutions your development team can provide.

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