New

New

 Discussions Hot Posts Forum list

👨‍💻 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
Click to expand...
  • Like
Reactions: John Talman

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?
Click to expand...
  • Like
Reactions: cody.howen and the_ladyplumber

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 👀
Click to expand...
  • Like
Reactions: the_ladyplumber, ChristianA and John Talman
Upvote 0

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 ;)
Click to expand...
Hi Caro, yes happy to participate. I will keep an eye out for it. Thanks!
Click to expand...
  • Like
Reactions: caromcdermott
Upvote 0

New Year, What’s your plan?!

the_ladyplumber
As we have now entered 2026, what are your goals for this year? I’ve always loved New Year’s, it’s pretty much the only holiday that I actually care much about. Fresh start, New Year’s resolutions and curiosity to see what the new year will bring. 2025 was exceptionally great, but it was very busy. I’m hoping the 2026 will be a little less busy, but just as exciting. I did decide to consolidate my three businesses, and I have launched as of today at The Lady Plumber Inc.

The main reason was to limit the amount of unnecessary paperwork that I was doing. So now all my invoices, all my job information, client database will be all in one business. So that is what I am super excited about. But I would love to hear about yours!
Click to expand...
  • Like
Reactions: cody.howen and John Talman

FILTER REQUEST FOR COMPANY DASHBOARD

ShareeRCC
Hi Team!

I'd like to submit a request for a custom start date and end date filter on the company dashboard page. While the current selection is great, it would be super beneficial to add a date range like you've got on the photos for more exact data.

Thanks, and have a great day!

Sharee

Current Filter Options

1767629538619.png

Requested Filter Options
1767629491378.png
Click to expand...
  • Like
Reactions: ChrisNoCoMarine, cody.howen and KAyersETC
Load more

Filter

Top Bottom
Back
Menu