Proposal Approval by Admin before submission of quote

Hey Elizabeth, great question! 👏

Right now there isn’t a built-in way to require admin sign-off before a Proposal goes out to a customer, and I'll be honest that's not on the roadmap as of right now. But there is a workflow that gets you most of the way there.

Proposals now have Draft and Sent statuses. A Proposal stays in Draft status until someone actively sends it, and it stays editable right up until the customer accepts or declines. So your team can build Proposals and leave them sitting in Draft, and you (or whoever’s doing the reviewing) can open them up, check the pricing and scope, make any edits directly, and then hit send yourself. The Proposals list on the Project makes it easy to see what’s waiting. We recommend you direct your crew to click Back on a Proposals instead of sending (Proposals auto-save as you go). Then tag the reviewer in the Project Conversation so they know that particular Proposal draft is ready to review. And here’s the full rundown on statuses if it’s helpful: Understanding Proposal Statuses.

One other thing that pairs well with that: Ensuring your Price Book is up to date so you can catch pricing errors before they happen. Setting up standard line items with locked-in pricing means your crew is pulling from approved numbers instead of typing them in fresh each time: Creating a Price Book.

I’m passing your request along to our Product team as well. An official approval step before send is a clear ask and we appreciate you taking the time to write it up! 🙌

Holiday Lights

Hey Evelin! 👋 Great festive question!

Right now there’s no way to drop holiday graphics (lights, wreaths, that kind of thing) onto a photo in the editor. Stickers today are limited to your company logo plus a few arrows and checkmarks.

I’m passing your idea along to our Product team. Thanks for posting it! 🎄

More Customization Options for Templates Please

I was really excited by how we could use CompanyCam to make it much easier for our Sales Reps to be able to quickly generate branded documents with their footage and notes stored in CompanyCam, but jumping into the Template creator and I'm feeling MUCH LESS EXCITED. It's so extremely limited that I don't even know that it'll work how I had hoped. Features needed:

• Font Selection. I'd really like to be able to upload a custom font, but if not, at least allow us to select from a list of Google Fonts. If I'm not mistaken, there isn't even the option to select between a simple sans/serif font (a Times vs. Helvetica) and that's extremely limited. Also, simple things like selecting to have text BOTH bold AND italic simultaneously, doesn't seem possible.

• Custom Margins. I'd love to be able to type in my custom margins for Top, Bottom, Left & Right, but please at least give us some options, like "Default, Minimum, etc." Trying to align our text to the images/text in our uploaded header image (816px x 84px) is pretty much impossible at the moment.

• Please allow us to set background colors. For a very basic example, I'd like to be able to set a branded background color for my Cover Page and then have the Project Information Dynamically loaded, again with my custom font stylings from point one. Else, please let us upload a full page image as a background image and then customize the dynamic content on top.

• Add "Space" and Horizontal Line block or module to be able to a manual space between sections. Additionally, please provide padding/margin options to each section's settings as well.

• The Text Snippet function again would be helpful if it was able to be more robust/rich text settings. Colors, tabs, tables, etc.

Happy to share why I'm looking for this functionality and how I could see it being useful for everyone.
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Picture Organization

Hey there! 👋 Great question!

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! 🙌

Photo order and organization

The photos start with the most recent photo first, but I've never wanted to show anyone the very last thing first. When i show reports, it makes the most sense to start at the beginning, and move through the report until the end. Rearranging is not in a good state right now, so rearranging 100 photo to show from start of a project to the end of a project just isn't an option. I'd spend my entire day rearranging reports

  • Question Question
Proposal Approval by Admin before submission of quote

I wanted to ask whether you are considering adding a feature that would require proposals to be reviewed and approved by an administrator before they can be submitted to a customer.

We believe this would be extremely helpful in catching potential pricing or scope errors before a proposal is sent. It would also help keep the proposal process organized and avoid situations where we have to contact a customer afterward to explain that incorrect pricing was submitted due to a misunderstanding.

Please let me know if this is a feature you currently offer or are considering for the future.

Thank you!
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Picture Re-organization

Is there any chance in the future we will be able to reorganize or move pictures around within the project screen rather than moving them around after creating the report? Sometimes I take the pictures out of order and moving them around after creating the photo report is not easy especially when I have only two photos per page so I have to hold the image down and move it down or up very slowly. Thanks!
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When you download a file

Some of my files are very large and when I download them onto CompanyCam, I’m still not able to zoom in enough to see the maps all the way and I have to share them to like a clipboard or a PDF editor to be able to do so if your app could do that as well, or I wouldn’t have to jump to most apps to be able to look at my maps that would be great as well like right now I’m using clipboard on my iPhone. I think it’s clipboard 360 also acrobat to be able to read my files 100% if you’re app could do that as well definitely a big improvement
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Photo locations

It would be great to be able to see all the photo locations taken at a project on the map at the same time. Preferably with the ability to click on each map icon and go to that photo.
that’s a great idea too being able to click on that photo and maps direct you to the location right to where that picture was taken amazing idea too
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The one thing to make your app the bet in my opinion

so I love using your guys app. It’s great. I love that. I don’t have to use the storage in my phone to upload my photos. It’s all held into your app. It’s amazing. I’ve used it for a long time. The one thing that I can see your app being even better for a company like mine that I work for is instead of the GPS coordinates having an actual physical address so the street number and name instead of just GPS coordinates to make it easier to figure out where that picture is coming from if you guys could do that, I would have no negative feedback about your app but as of right now, with only th GPS coordinates, I still have to type in a location of where I’m at, so they don’t have to sit there and type in the GPS coordinates to figure out exactly where I’m at in that picture. If you guys could do that, your app would be A1 and there would be no negative feedback for me on this app. Physical address, please if you guys can do that soon that would be so amazing.
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Set Manual Date for Uploaded Photos

Title: Prompt for photo date when uploaded photos are missing capture-date metadata

When photos are uploaded into CompanyCam rather than taken directly within the app, CompanyCam appears to use the upload date if the original “date taken” metadata is missing.

This creates a problem with project timelines. For example, if someone texts or emails us photos from a job and we upload them several days, weeks, or months later, those photos can appear in CompanyCam as though they were taken on the day they were uploaded. This can make the project history inaccurate and potentially misleading.

It would be very useful if, when CompanyCam detects that an uploaded photo does not contain a reliable original capture date, it prompted the person uploading it with something like:

“CompanyCam could not determine when this photo was taken. Use today’s date or enter the actual date?”

The user could then either:

  • Use the upload date; or
  • Manually select the actual date the photo was taken.
Ideally, there would also be a way for authorized users to correct the date of an existing photo afterward if the wrong date was assigned.

This would be especially useful for contractors who receive project photos from employees, subcontractors, customers, consultants, or other trades and need CompanyCam to maintain an accurate chronological project record.

Open task export

Hey there!

An export of Tasks is not available today, but I'm passing your request to the Product team! I can't make any promises, but I can guarantee it will get in front of the right people!

A couple of things that might get you close in the meantime:
  • My Stuff pulls everything assigned to you across every Project into one view, so if you're mainly tracking who-owes-what, that's the fastest place to see open items without clicking project to project.
  • Checklists export to CSV. If some of this recurring work could live as a checklist instead of loose tasks, you can pull it from Company Settings → Exports (or the Checklists page on web), pick your date range, and get a spreadsheet emailed to you. For punch lists and inspections, that's often a cleaner fit than Tasks anyway.
  • If you're comfortable with a little setup, our MCP, API, and Zapier connection can push Task and Checklist data into a Google Sheet or a CSV file as it's created, so you've got a running list instead of a one-time pull. It might take a little experimentation on your end, but these tools can open up a lot of doors regarding what you can do with your CompanyCam data.
Thanks again for bringing this up! Keep the requests coming! 🙌
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Reviews Widget

Hey there! Thanks for your feedback!

A dedicated reviews widget you can drop straight into your site isn't available currently, but your Portfolio page already shows your Google reviews on the About tab. So if you've got a Portfolio set up, your reviews are already out there working for you alongside your Project photos — no code, no plugin.

A couple of ways folks make that work on their own website:
  • Link to your Portfolio on your website. One click and customers see your finished jobs and your star ratings in the About section.
  • Embed your Website Gallery so your actual Project photos live on your site.
That combo, along with ensuring you send Review Requests from CompanyCam so your Google profile stays fresh, gets you close, but we can totally see how a dedicated reviews widget on your website would be pretty slick!

As for a true standalone reviews widget: our team is actively rethinking how our website widgets work, and reviews are part of that conversation. I can't make any promises, but it's being explored. Posts like yours are exactly what helps shape what gets built, so thank you. 🙌
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  • Question Question
Picture Organization

Is there any chance in the future we will be able to reorganize or move pictures around within the project screen rather than moving them around after creating the report? Sometimes I take the pictures out of order and moving them around after creating the photo report is not easy especially when I have only two photos per page so I have to hold the image down and move it down or up very slowly. Thanks!
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Quality of Life changes

Hey there, thanks for flagging this one!

Straight answer: scroll-wheel zoom inside the photo viewer isn't something CompanyCam supports today. You're not the first person to ask for it, though, and the feedback is already logged on our end — I've added your note to it so it carries a little more weight.

In the meantime, the only thing that gets you close is the workaround you mentioned already: your Zoom In and Zoom Out button on your photo editor page. I'll share more details about where that's located in the web app.

Appreciate you taking the time to write this up! 🙌

Job Customer / Client / Contacts

Hey Roger, thanks for sharing your feedback!

What exists today, and why it probably isn't your answer: A Customer record can hold more than one contact — name, email, phone, and a role each. So technically you could keep the restoration firm as your Customer and add the homeowner as a second contact. The catch is that those contacts belong to the Customer, not the job, and would stay linked. We can totally see why that would not work. What you actually need is contact info that lives on the job, and that's the gap. I've logged your workflow against the request we're already tracking for.

On the job number and PO side: we've got work underway that'll let you put your own labeled fields on a Project so things like Job Number and Purchase Order have a real home instead of living in the description. No date I can promise you, but keep an eye in the app and the News Center for updates on Custom Fields.

In the meantime, two things that'll buy you some sanity:
  • Put the job number right in the Project name, something like "24-1138 — 123 Maple St." Project names are searchable, so you can pull a job up fast from the feed.
  • Keep a fixed block at the top of the description, similar to what you're already doing: Job #, PO #, Homeowner, Phone, same order every time. Not pretty, but it's scannable, and it'll be easy to lift into real fields later.
Thanks for laying out the actual workflow. We'll be sure to get this feedback in front of the right team! 🙌
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The awesome search is gone with new update!

Hey Adam! Thanks for chiming in here!

Quick question for you: are you looking for the Project search on the Project feed? That's still there, but I can understand the confusion because, the Home page is your default page now. Click on the Project section in the left navigation bar and search your Projects there.

Let me know if you're referring to something else!
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