How do you track your expenses?

I'm the admin, cultivating the pipeline and handling accounting while Hubby is in the field getting the work done and estimates. We are the sole owners of our companies.

My biggest struggle is watching him pay cash or using a personal card for BUSINESS expenses! :rolleyes: But I digress...

We use Quickbooks Online which is tied to our bank account - so expenses are automatically posted and categorized. Also, American Express is great with detailed end of year reports.
I tried quickbooks (which I use in the background of my apps) but found it wasn’t great for expense tracking on the go. Maybe it’s changed since I tried it last though as it was a number of years ago.
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💰Bonuses

Great info thank you!
Also, if it helps, we have "four C's" as our values. Communication. Cleanliness. Character. Check [Everything]. If you want to cuss like a sailor, don't expect a full bonus. If you want to leave scraps around the job sites, don't expect a full bonus. You get the picture. Beyond the bonus, it provides a baseline for promotions, and in some cases terminations. There is a further breakdown where there are 100 traits graded 0-2, and each one gets allotted to a "C" and the annual review is based on their score out of 100. An apprentice wouldn't be able to grade on a project manager, so they aren't expected to have a grade for everything. But essentially, the score out of 100 shows progress from apprentice > technician > foreman > project manager.
g
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👋 Start Here: Introduce Yourself + Get to Know the Community

Greg
Home Improvement Contractor
Bathrooms, Additions, Outdoor living spaces, full remodels
Fayette Co Tennessee - Memphis Area
Managed renovations for very large SFR company for several years, now back on my own doing residential remodels.
Recently completed 2 ADA bathroom remodels. Very satisfying work!
Collaboration is always good!

Hey Greg! Welcome! So awesome to have you here! (I lived in Nashville for several years and got to visit Memphis so many times ... such an amazing place).
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👋 Start Here: Introduce Yourself + Get to Know the Community

We’re just getting this thing off the ground, and that means you’re one of the first people to be here — which is pretty damn cool.

This thread is for YOU. Whether you’ve been in the trades 20+ years or just getting started, we want to hear from you. Doesn’t have to be long or fancy — just drop a few things so we can get to know who’s here.

Here’s a quick format to make it easy — just copy/paste and fill in:
  • Name or nickname:
  • Trade(s):
  • Where you’re based:
  • What kind of work you do:
  • Biggest win lately:
  • What brought you here / what you’re hoping to get out of this community:
👊 Let’s get to know each other and build something solid here.

P.S. Even if you’re just lurking for now — say hey! This is a good place to break the ice.

New to forums? Here’s what you need to know to get started!
  1. Set up a profile. Add a photo, pick a username, and tell us what trade you’re a part of!
  2. Get to know some popular voices: Introduce Yourself Here!
  3. Check out other users and follow your favorites: ex. John Talman, Good Contractor Podcast
  4. Hop into the discussions!
    1. How did you get into the trades?
    2. Social media is tough...
    3. Coffee, Energy Drinks, or Something Else?
  5. Don’t forget to start your own threads with questions, advice, recent wins, etc.!

John + CompanyCam Crew
Greg
Home Improvement Contractor
Bathrooms, Additions, Outdoor living spaces, full remodels
Fayette Co Tennessee - Memphis Area
Managed renovations for very large SFR company for several years, now back on my own doing residential remodels.
Recently completed 2 ADA bathroom remodels. Very satisfying work!
Collaboration is always good!
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How have you implemented AI into your business?

In our recent CompanyCam classes, we've been asking users for their opinions on AI and how they're approaching it in their business.

Nearly 1 in 3 respondents told us that their biggest barrier to implementing AI is that it's "unclear how it benefits my business."

So I'm curious to see what the Community's experience with AI is:
  1. Have you implemented AI into your business? Why or why not?
  2. What benefits have you experienced? If any.
  3. What tools/apps have you tried?

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Assign Project Manager/Team - Dedicated Email Activity for Assigned Projects

Hi CompanyCam Team,

I’d love a feature that allows us to assign a Project Manager/Team to a specific project, and then have that assignment automatically control project-specific activity emails.

What I’m looking for:

  • Ability to assign a Project Manager/Team (or main owner) to each project.
  • Once assigned, that person receives email notifications when there is new activity on that project, including:
    • New photos added
    • Checklist activity (items completed or updated)
    • Reports created or updated
    • Pages activity
    • Documents uploaded or modified

Each email could include:
  • A brief synopsis of what changed
  • A link directly to the new activity in CompanyCam

This would help us ensure the right person is always in the loop for their projects without having to manually watch everything or dig through notifications.

Thanks for considering this, it would really streamline our project oversight and communication!

LOVE the feedback, thanks for sharing this @tchurch! I'm going to pass this along to the team right away!
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Assign Project Manager/Team - Dedicated Email Activity for Assigned Projects

Hi CompanyCam Team,

I’d love a feature that allows us to assign a Project Manager/Team to a specific project, and then have that assignment automatically control project-specific activity emails.

What I’m looking for:

  • Ability to assign a Project Manager/Team (or main owner) to each project.
  • Once assigned, that person receives email notifications when there is new activity on that project, including:
    • New photos added
    • Checklist activity (items completed or updated)
    • Reports created or updated
    • Pages activity
    • Documents uploaded or modified

Each email could include:
  • A brief synopsis of what changed
  • A link directly to the new activity in CompanyCam

This would help us ensure the right person is always in the loop for their projects without having to manually watch everything or dig through notifications.

Thanks for considering this, it would really streamline our project oversight and communication!

Project filters

Hey Casey!
  • Our color-coded Project Labels would be a good addition to your workflow. Many users utilize Labels to mark job stages, like you mentioned, and they also work with some of our integrations. These are added to the individual projects, and once added, you can sort using the slider filter on that screenshot (example attached).

  • Project Groups will allow you to group related projects from your Projects screen. This is currently in Beta testing, though. 🧪

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Project filters

When I go to Projects, I have so many. It is mixed between potential jobs, signed jobs and then our cleanings. I wish there was a way to create a filtered tab in the grey box that we could name. Kind of like the tags do, but in it's own list. I hope that makes sense. I see I can filter the all bucket, but that is temporary. Thank you!

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

  • Name or nickname: Casey
  • Trade(s): Synthetic Turf
  • Where you’re based: Michigan
  • What kind of work you do: Owner/Administrator
  • Biggest win lately: Just returned from a European Adventure.
  • What brought you here / what you’re hoping to get out of this community: Was on the webinar today and learned about this and thought it could be helpful. I love learning more and more things on Company Cam. There is so much it can do and we are just scratching the surface.
Casey! So awesome to have you here. Welcome! Hit me up if I can help you with anything!
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Filter