Price Book Categories

Hey Briana, thanks for taking the time to write this up! 🙌

Price Book categories aren't something we can do today. Items live in one list with a name, description, unit cost, and unit type, so a few thousand line items is a lot of scrolling. We can totally see why categorizing items would be easier and faster.

The good news: Categories for the Price Book is something the product team is actively exploring right now. I can't make any promises, but this one's firmly on the radar.

In the meantime, here's the workaround our contractors are using to make a big Price Book workable:

Prefix your item names with a category code. Something like BATH - Vanity 36" or TRIM - Baseboard 3-1/4". Because the Price Book sorts and searches on item name, prefixing effectively clusters everything by category — type "TRIM" and you've filtered to trim. Use a consistent separator so it stays clean.

Build it in a spreadsheet, then import. Price Book takes a CSV import with Item name, Description, and Unit cost. This way, you can keep your master list in Excel or Sheets.

Use the Description field as a second search hook. Drop extra keywords in there (room, trade, vendor) and they're searchable too.

Not as good as the real thing, I know, but your feedback is getting in front of the right people. Keep the ideas coming!
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Time Entries on Project page.

Hey there! Good news! You can already do this on mobile! 🎉

Admins and Managers can open any Project and tap the Clock Icon in the top left corner of the mobile app. It'll pull up the entries logged against that job, so you don't have to bounce out to the Time tab and filter back down. That update went out recently in app version 10.0.52, so grab the latest update if you haven't. I'll share a Time Tracking help article with more details.

On web we're not there yet. The Time Tracking page is still the place for the full picture. But bringing time onto the Project page on web is actively being explored.

In the meantime on web, you can filter the Time Tracking page down to a single project and export it to CSV if you need to hand hours off for payroll or billing.

Thanks for writing this up! 🙌
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3 Local SEO Tips for Contractors

A small step that often gets overlooked is checking whether the business details match everywhere. Contractors can update a phone number or address on Google but forget an older directory listing. I’d also verify the business name, address, and phone against the Google Business Profile and site. A free seo nap checker from Local SEO Audit Tool can help spot those mismatches before they become a recurring local SEO issue.
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Adding a easy to see video button on all projects

Hey Tim! This is a great callout, and I love that you shared exactly where you envision it going!

Right now that row only tracks photos, Checklists, Documents and Files, so there's no separate video count there currently. You're not alone in wanting it, though. Another customer asked for the same thing just last week, and it's already logged with our Product team. Adding your post to it so it carries more weight. 💪

I can share a workaround that's less work than manually applying Labels: Head to Photos in the left navigation bar, then use the Type filter to narrow to videos. You'll get every video in your account, each one showing the project it belongs to, so you can spot which jobs have video without anyone having to remember to label anything. Stack it with the User or Date filters if you want to narrow further.

Not the same as the count on the Project row you're after, but it should get you what you need today without the manual step.

Thanks for taking the time to write it up! 🙌
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Email forward for storage and easy retrieval

Hi there, thanks for your feedback on what you'd like to see in CompanyCam!

As you already mentioned, we can't do this today. There's no per-project email address, so there's no way to forward a message in and have it (or its attachments) park itself in the project automatically.

I'm passing your write-up along to our Product team. Thanks for taking the time to spell out the workflow. 🙏
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Include Document File Structure in Project Templates + Allow Template-Based Project Creation from External Triggers

Good morning,

I would also like to request the ability to add folders to our project template. We need the folders to be the same on all jobs so people know where to look for the documentation they need and so everyone knows where each type of document should be saved. Adding them manually on every project gets time consuming.

Thank you!
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Job Customer / Client / Contacts

We are a subcontractor that works for restoration firms who have clients. Our customers are the restoration firms and pm - they pay the bills. Not the home owner.

So in CC, the project is the job, the customer is the restoration firm but we lose track of the job contact (typically the home owner). We also can't easily keep track of the job number and purchase orders for the job and other administrivia. I'm currently putting that info into the description, but there's gotta be a better cleaner way

It would be great if the job info had that contact info like: Client name, email, phone, and generic notes
The job could have: Job number, purchase order.
The Customer field works for us as is.
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Photos while recording!

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! 🙌
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Bring back the previous reports function

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! 🙌
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Price Book Categories

Having categories for the price book would be wonderful. I work with a window installation and remodeling company. It would be nice to have categories, since price lists can be thousands of items. Having a category for bathrooms, accessories, trim, etc. We are migrating from SalesPro, and their price guide setup was quite nice, with categories, sub-categories, and drill-down options.
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Groups on "Home" Page

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!
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Adding a easy to see video button on all projects

Hi,

I would like to ask if there is a way you can add an easy to see video button on each project so we know which projects have videos attached to them vs having someone manually create and remember to select a label and then search that way. I attached a photo of where im thinking it would be helpful to have the button. Pretty much as you look at all projects to the right of all customers you see an area that says photos, checklist, documents and files adding one there that shows us how many videos and what project has videos would be SUPER helpful.

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Bring back the previous reports function

I just logged on to type up a new report and found the Create Report button was gone. Long story short, the ai chat told me that the only way to create a report now is to create a document using the native document feature. You are able to select a "Report Layout", however it's much clunkier and not as polished as the previous dedicated report function. I also would never use the native Company Cam document builder as it is nowhere near as useful as word or even docs. I feel like removing the dedicated report builder was a major step backwards. It was a primary reason I chose company cam over some of the bigger CRM software's like service titan and housecall pro. Having the ability to filter through my report photos by simply clicking add photo and not having to worry about accidentally moving the photo insert box in the document was really nice. Maybe I'm being too picky but I liked not having to worry about font, spacing, or anything besides typing my report, selecting my photos, and clicking generate pdf.
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Project Access from My Stuff

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. 🙌
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Filter