Dre said:

I use Quo its pretty good. probably the best VoIP software out there.

Click to expand...

Thanks, Dre! Helpful to know, still deciding if the extra implementation effort and monthly cost is worth it. Nice to know a fellow CoCam user approves

Good news, Amber — you can already do this!

Head to the Documents tab on any Project. From there you can build a Document or Report straight from your Project photos, then hit Export PDF (top of the page on web, or the Share icon → Export PDF in the app). The PDF downloads and saves itself right back into the Project’s Documents tab, so it’s always there when you need to resend it. If you’d rather not attach a file at all, Share → Copy Link gives your customer a clean link to the same thing.

Here are the step-by-steps if you want them:

Sharing and Exporting Documents
Creating a Report using Documents

If you still have questions, I'd recommend reaching out to our Support team at support@companycam.com. They'll be able to help if you're running into issues! Thanks for reaching out!

Catalystelectric and Kirst — this is a great thread!

Straight answer on what's available today: right now dynamic fields cover Project, company, and author details. Customer name, phone, and email aren’t in there yet, and neither are document created/updated timestamps, author role, or a standalone time field.

A couple of things that help in the meantime:

• If you name Projects after the customer (plenty of crews do), Project Name and Address carry that through automatically every time.
• Dynamic date and time works in your Template headers and footers, so a dated doc is already handled there.
• For contact info in the body, build a small “Customer Info” block into the template with the labels pre-typed — Name, Phone, Email. Your crew fills values instead of rebuilding the section every time.

Kirst, on your second point, you’re right about how it works today. Fields pull their info once, when the document is created from the Template, and then they hold. That was the scope of the first release. Your case for a live connection is a strong one, especially the part about changing a Project address in one place instead of opening every doc.

And no need to start a separate post; I'll pass all this feedback on to the right team! Thanks to you both.

I use Quo its pretty good. probably the best VoIP software out there.

I second this. We uploaded a screenshot of a satellite view of a project and because of this it didn't have any date meta and so it sits at the top of the project even though it was one of the first elements added to the project.

All great suggestions. It's the start of something small, but really can boost efficiency.

Jacob, this is a really well-laid-out request!

Straight answer: there’s no way to set or correct a photo’s date today, and we don’t have a prompt when capture data is missing. We avoid the ability to manually add dates so the data we do have can be used as a reliable record of when a photo was taken. However, we understand there is a gap there when metadata is missing. Here’s exactly how it works right now so you know what you’re dealing with: If an uploaded photo still has its original EXIF data, CompanyCam does use that original capture date, not the upload date. The upload date only kicks in when that EXIF data is gone.

There are ways to avoid missing EXIF data. EXIF usually gets stripped by how the photo travels, not by CompanyCam. A few things that help:

• Text messages are the biggest culprit. Most messaging apps compress photos and strip metadata. If you can get folks to send originals (email as “actual size,” AirDrop, or drop them in a shared cloud folder) the capture date usually survives the trip.
• Upload from the original source when you can. If a photo gets moved from a phone to a desktop and then uploaded, the date can get rewritten along the way. Uploading straight from the device it came from gives you the best shot at the real date.
• For photos where the date is already lost, drop the actual date into the photo’s description and add a tag for it. It won’t fix the sort order, but it puts the real date permanently on the record. This matters a lot if that project history ever has to hold up for an insurer, inspector, or customer dispute.

I’m passing this to our product team as written, because the “prompt me when you can’t tell the date” framing is a great idea. It solves the problem at the moment the person actually knows the answer, instead of asking them to go hunting later. I can't make any promises on development, but requests like this are a real part of how priorities get set, so thank you for putting it together so clearly.

Hey! I'll share this response here as well!

Photos don’t currently come in to a report based on the order you checkmark them and you can’t hand-sort them on the Project screen, but I'll log your request with our Product team!

A few workarounds that can help:

• Set your view first. In your Project, click View and switch photos to oldest-to-newest (or newest-to-oldest, whichever matches how you want the story told). When you select photos from the Project and create a Document, that order carries right through. Setting this up front does most of the sorting work for you.
• Work in batches. Every time you select a batch and hit Confirm, that batch drops in after the previous one. So if you want a specific photo first, add it as its own batch, then add the rest. Working in small groups instead of selecting everything at once gets you more of a custom order with barely any dragging.
• Break it into photo sections. Several small sections beat one giant one — less scrolling, easier shuffling. Here's our help article on editing Documents.
• Shrink before you drag. Switch the layout to Grid and photo size to Small in the dot menu. More photos on screen means nudging instead of slow-crawling. Your photos are numbered in the Document too, so the order’s easy to track.

Thanks for the clear write up! Keep the questions and requests coming!