If you add this, please let it work with the on-premise QB, not just the cloud version. I realize this is a tougher challenge

Hey there! Love this one, and you're not alone in asking for it.

Makes total sense. You're mid-site walkthrough, you spot one thing worth a clean shot, and stopping the recording to get it is a pain. Good news: this is something our Camera team is actively exploring right now. I can't make any promises, but it's on the radar and being looked at seriously — so thank you for adding your voice.

In the meantime, a couple of things that might get you close:

Talk while you shoot photos. If the reason you're recording is to narrate what you're seeing, you can skip video entirely. Take photos and use Quick Caption, which turns your voice into a written note right on the photo, hands-free. You end up with the detail shots and the explanation, and the notes are searchable later in a way video audio isn't.

Pull the photo after the fact. Grab your detail shots right before or right after the recording. Since everything files to the same project automatically, they'll all live together in the feed either way.

Keep 'em coming!

Hey there, thank you for writing this up!

Here's what's going on: Reports didn't get deleted, the feature moved. We merged it into the Documents tab so all your job documentation lives in one place instead of split across separate tabs, and the Report layout in Documents does everything the old builder did plus headers/footers, cover pages, and flexible layouts. Every Report you've already built is still right there and still fully editable.

Here are a few tips to ease the process of getting used to the workflow:

• Starting a Report: Open your Project → Documents tab → + Document → New Document, then pick the Report layout. That drops you into the structured report format rather than a blank page, so you're not building from nothing.
• For filtering photos like the old "add photo" screen: Inside the Report, click the Add Photos Icon → Click to add photos → then the Project Filter Icon. You get the full filterable photo picker, and you can even pull photos in from other Projects now.
• So you never fight font or spacing again: Build one Report the way you like it, then hit Save as Template from the top corner. After that it's pick your Template → drop photos → type → export PDF. No formatting decisions at all. Pair that with Insert Page Break (CMD + Enter, same as Word or Docs) if you want to lock where each page starts. Templates are available on select plans.

Full walkthrough here: Creating Documents
Details on customizing your Reports here: Editing Documents

That said, I hear you. The update might not feel like the right fit yet, especially when you had Reports working exactly how you wanted it.

Here's the honest reason behind it: we kept hitting walls with Reports. A lot of what customers were asking for simply couldn't be built inside it, so rather than patch around those limits we built Documents as the next version of Reports and put our development there. Most of what's in Documents came straight from Reports users telling us what they needed, and it's built to keep growing instead of staying boxed in.

If you've got other workflow questions or you're hitting friction anywhere, reach out to our Support team at support@companycam.com. We're glad to walk you through it, and we can get you set up with training if you'd like.

Thanks again for sharing your experience!

I have been a CompanyCam user for many years now and this is on of my biggest peeves. We do not add leads to QBO until its sold. I have been begging for the integration to work the other way - CompanyCam -> QBO not the other way around.

Hey Derek, thanks for sharing what you'd like to see in CompanyCam!

It helps to think of the two screens as doing different jobs. Your Home screen is built around what's happening right now — recent activity, nearby jobs, and your to-dos. The Project Feed is where you go to slice things by what matters most to you: filtering by starred, by label, and sorting however you like, but we can totally see how it would be helpful to have a starred Project and Group section in the Home page.

Here's what we recommend in the meantime: Star the Projects and the Groups you're living in day to day. Starring works on web and mobile, and starred items get their own tab so they don't sink when other jobs get updated. The refreshed Project Feed also lets you filter straight down to starred projects and sort by nearby or alphabetical. Here are help articles for the web app Home page and the filtering guide for the mobile app Home screen.

I'm passing this along to the product team. Thanks again for this feedback!

Casey, this is a great breakdown. Thanks for taking the time to share it!

This workflow is on our product team's radar and is being actively explored. We can't put a date on it, but we'll chime back in here when there's an update.

Keep the wishlist requests coming!

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.

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!

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.

Megan M. said:

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.

Click to expand...

This is great to hear. thank you so much.

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!

The duplicating is not a bad workaround. I'm not crazy about having duplicate photos, but it does work well and it pretty easy to do. Thank you for the tip!