Hey Sharee! Great question!

Right now the Google Drive integration is forward-looking only. Once you connect it, CompanyCam creates that root folder in your Drive and starts syncing new Projects and new photos from that point on. There isn't a retroactive/historical sync today, so older Projects from before you connected won't backfill on their own.

Here's the closest workaround in the meantime: you can pull older Projects down and drop them into your CompanyCam Drive folder manually. Open a Project → 3-dot menu in the top right → Download All Photos, enter your email, and you'll get a zip you can unzip straight into the matching folder in Drive. Full steps are here. Two tips that make it less painful: if you Tag your photos before downloading, you can choose for the photos to be named by their Tag instead of a random string, and big downloads now arrive in batches so you're not waiting on one giant export.

And yes, a historical sync option is absolutely on our radar — you're not the only one asking. I'll add your feedback to the request.

Thanks for taking the time to write this up!

Hi @haileyWRE wanted to follow up and let you know Advanced checklists are now visible in the project group overview page!

I see that I can delete all if items are moved back into the folder then the folder itself is deleted

there seems to be no way to move PDFs from one project to another. May you please fix this as the work around suggested by the AI is really time intensive for something that should be a function already.

Also the ability to check all rather than having to check individually

Hi Shayla,

This doesn't work.
It doesn't populate the job on the map.
Also when I click on the coordinates in the project is just pulls up a general Google Map that is near my location and no where near the actual project location.

Guys use the map in the field to bring up jobs they are near and get the correct job number to put their time to - photos to.

Example, the location I used has 2 other projects for two different clients that are all working on the same project but different phases. The correct photos need to go to the correct clients. If the project doesn't populate, the final as builts/photos, billing will all be off.

Hey there! Thanks for you feedback!

Right now, Project Tasks don't stamp who created them or when. What is tracked today is the other half of the story: when someone checks a task off, we capture who completed it and when.

A couple of things that get you close in the meantime:

• Assign the task right when you create it. The assignee gets a notification, and it shows up in their My Stuff so there's a clear owner from the jump — often that's the accountability people are actually after. Here's how.
• Use the task details field for context. We just raised the limit to 5,000 characters, so there's plenty of room if your team wants to keep noting initials for now — and it beats cramming it into the title.

None of that is the automatic timestamp you're asking for, I know. But this request is logged with our product team and tied to the same feedback we've heard from other crews.

Thank you for taking the time to post this!

Hey! Thanks for laying this out so clearly. The distinction between "who's on the job" and "who has access to the project" is a good one, and I can see why Labels feel clunky for this.

Right now there isn't a dedicated Trade Partner/Subcontractor field like the Customer field, so this isn't something you can do today. But this is genuinely useful feedback, especially the warranty use case; that's a workflow angle that's easy to miss if you're just thinking about active builds.

In the meantime, a couple of workarounds that might help:

• Project Description: drop the sub's company name, contact, and number right in there. It's plain text, so it won't be as scannable as a dedicated field, but it keeps the info attached to the project without cluttering up Labels.
• A Document on the project: if you want something more structured (multiple subs, multiple trades), a running Document with a simple table works well and stays visible to anyone with project access, including your warranty team down the line.

I'm passing this along to the product team. Feel free to add any other details here (like whether you'd want this per-project or a main director) since that kind of detail helps shape the design if it gets picked up.

Thanks for the extra detail, that helps a lot.

Since you're working from coordinates with no address to search for, skip the address search bar entirely. When you're creating the project, click Enter address manually below No addresses found. That opens a plain text address form with no autocomplete fighting you, so you can paste the coordinates straight in as the address and save. No pin-dragging, and you don't have to leave CompanyCam to find an address close to the GPS coordinates you're trying to work with.

Give that a shot and let us know if it gets you where you need to be!

Hey! Not a left-field idea at all, you're onto something we're actively digging into. We hear you on wanting more flexibility than our current four roles give you, especially for keeping Assistant automations pointed at the right people. Can't share a timeline yet, but this is being worked on, and posts like yours help us prioritize what to build first. Keep it coming!

Hi!

Thank you for getting back to me.
I think that perhaps I did not clearly explain.
Often, we receive the GPS coordinates sans address. When I drop them into the address bar, I get a pop up that says address not found.
I then have to leave CompanyCam and go directly into google maps to drop in the coordinates to bring up nearby addresses and then can go back into CompanyCam and put the nearby location in. Then I have to fiddle around with the pin to get it as close to the GPS I have been provided. (which is why that pop up is so annoying as I have to move it aside multiple times just to see the pole I'm trying to mark).
We do not typically create jobs in the field, it is all done in office.
I don't feel I should have to leave CompanyCam to get GPS location added. It's clunky.

Hey Koren! Good news, this one's already live.

You can drop a pin right on the utility pole and skip the address search entirely. If we can't resolve the pin to a real street address, we'll offer you the GPS coordinates as the address instead, and this also works now even on projects that already have an address, if you'd rather swap it for coordinates. No more hunting for cross streets that don't exist.

Here's the full walkthrough: Creating a Project without a Street Address

On the pop-up covering the pin position, that one's not on our radar yet, so thank you for calling it out. If it's still giving you trouble, a screenshot or two of exactly where it's blocking your view would help the team a ton.

Hey there, thanks for sharing what would make your work easier within CompanyCam!

Straight answer first: .cvj files aren't supported in Project Files just yet. Today the Documents tab accepts PDF, DOC, DOCX, XLS, XLSX, CSV, TXT, JPG, JPEG, PNG, and NUMBERS, up to 100 MB each.

Good news though — we do have a feature request logged for this exact ask, specifically calling out Cabinet Vision .cvj files. It's on our Product team's radar and I've added this thread to it. I can't promise anything, but your request is being tracked!

If anyone else in the cabinetry/millwork world is running into this same thing or recommends a workaround, feel free to chime in.

Hey, Ben! This is a great catch, and honestly a fair one.

You're right that the summary view with total hours shows up when you're looking at someone else's time, but not when you're looking at your own in My Time. That's an inconsistency, not a permissions thing, and it makes scanning your own week harder than it should be.

Good news: our Time Tracking team has this one on their radar and is actively working on bringing that same range selector and hours total over to My Time, for every role. No date to promise yet, but it's in motion!

In the meantime, the best workaround is the Time Tracking page on web. You can filter down to a date range there and see totals, plus export to CSV if you want to double-check a pay period. It's a couple of extra taps compared to just glancing at your phone, but it'll get you the same numbers until the mobile view catches up. More details here.

Thanks for taking the time to write this up so clearly — keep it coming.

Hey there!

You're not alone on this one — quoting in CompanyCam first and only touching QuickBooks once the job is signed is a super common workflow, and right now the integration runs QBO-first, so you end up with that duplicate Project and a need to merge.

I'm sharing your feedback with our product team. No date to share yet, but it's on our radar as we continue to improve the QuickBooks Online integration.

Appreciate you writing this up!

hi @haileyWRE , I'm Ana, Product Manager working on everything Checklists related. I wanted to let you know the team will soon work on ensuring Advanced Checklists show in the Project Group overview page. We'll let you know once is available!

Thank you, Shayla—I appreciate you passing this along to the product team.

For our workflow, the two most valuable additions would be:

1. A dedicated Project Status field.
2. Scheduled Start Date and Time and Scheduled End Time / Date fields.

These would solve two related but separate problems for companies integrating CompanyCam with Salesforce or another CRM.

Project Status

Labels can technically represent a project’s status, but they become messy very quickly. We also use labels for job type, fuel type, paperwork, routing, technician workflow, and other operational purposes. When status is mixed into the same label system, a project can accidentally have Scheduled, Completed, and Cannot Complete selected simultaneously.

A dedicated, single-value Project Status field would prevent those conflicts. Suggested values could include:

• New
• Scheduled
• In Progress
• Completed
• Incomplete
• Cannot Complete
• Waiting
• Canceled
• Closed

Ideally, companies could customize their available status values.

In our workflow, Salesforce is the main office system, and the Work Order Status controls which queues, lists, and follow-up processes contain the job. Our technicians do not have Salesforce licenses; they work from CompanyCam.

We currently rely on the technician applying a matching CompanyCam label, which triggers an integration that updates the Salesforce Work Order. It works, but labels are not the cleanest tool for this. We must determine which label represents the newest status, remove the previous status label, and prevent multiple conflicting status labels from being applied.

A dedicated field would give every project one clear, authoritative status.

Structured status values would also give CompanyCam and its customers much more automation potential. A status change could trigger:

• A webhook update to Salesforce or another CRM.
• A customer completion message.
• An office follow-up task for an incomplete job.
• A parts request when a job cannot be completed.
• A payment request when work is completed.
• Automatic project archiving after a defined period.
• Different required checklists or documents.
• Management alerts and dashboards.
• Movement between project views without creating additional labels.

Labels could then remain available for what they do best: flexible categories such as Wood, Gas, Installation, Cleaning, Warranty, or Route Stop 1. Project Status would describe where the job is in its lifecycle.

For integrations, the minimum useful Project Status implementation would include:

• One current status value per project.
• Customizable status options.
• Read and write access through the API.
• A webhook event when the status changes.
• The user and timestamp associated with the change.
• Visibility and easy editing on web and mobile.
• The ability to filter, sort, and report by status.
• Optional automations based on status changes.

Scheduled Start Date and Time and Scheduled End Time / Date

For scheduling, having both a Scheduled Start Date and Time and a Scheduled End Time / Date would be considerably more useful than having a single date or timestamp.

I would keep the scheduled appointment information separate from the actual time worked:

• Scheduled Start Date and Time
• Scheduled End Time / Date, preferably optional
• Actual Clock-In and Clock-Out through CompanyCam’s Time Tracking feature

The Scheduled End Time / Date should not automatically close the project. Project Status should control whether the project is completed, incomplete, canceled, or closed. The scheduled fields would represent the appointment or arrival window promised to the customer.

Our office schedules a Salesforce Work Order for a particular technician and date. The integration then creates the corresponding CompanyCam project. Salesforce customer information maps very well into the CompanyCam project contact, but the scheduled date and time currently have no structured destination. We can only place that information in the project description or notepad.

That technically displays the information, but it cannot be reliably sorted, filtered, reported on, displayed prominently, or used by automations without parsing free text. The schedule can also become buried among the other project notes.

Our technicians often route the next day’s jobs themselves the night before. Structured scheduling fields could allow CompanyCam to:

• Display today’s and tomorrow’s projects chronologically.
• Show the arrival window prominently on mobile project cards.
• Sort and filter projects by their scheduled date.
• Improve map and routing views.
• Notify technicians when an appointment changes.
• Send appointment reminders or arrival-window texts to customers.
• Push technician scheduling changes back to Salesforce or another CRM.
• Compare the scheduled appointment with actual Time Tracking data.
• Report on travel time, arrival accuracy, job duration, and workload.

For example, a customer could be given an appointment window of September 16 from 9:00–11:00 AM:

• Scheduled Start Date and Time: September 16 at 9:00 AM
• Scheduled End Time / Date: September 16 at 11:00 AM

For a multi-day installation, the Scheduled End Time / Date could instead fall on a later date. Companies that only need a single scheduled time could leave the ending field blank.

The existing contact integration is a good comparison. Because customer information has dedicated fields, it remains structured and useful throughout CompanyCam. We would love project status and appointment scheduling to work the same way.

The minimum useful scheduling implementation would include:

• Scheduled Start Date and Time.
• Optional Scheduled End Time / Date.
• API read and write access.
• Webhook events when either value changes.
• Web and mobile visibility.
• Visibility on mobile project cards.
• Sorting and filtering by these fields.

Together, Project Status, Scheduled Start Date and Time, Scheduled End Time / Date, and Time Tracking would provide a clean progression:

Scheduled appointment → technician arrival → work performed → final project status.

That would make CompanyCam substantially more powerful for companies using Salesforce and other CRMs without requiring CompanyCam to become a full field-service platform. It would also create a strong foundation for customer communications, routing, reporting, payments, and workflow automation.

We would be very interested in beta-testing these features with our Salesforce-to-CompanyCam integration.

Hey Matt! Good news, you can pull this off today!

Every Proposal starts with a default Terms & Conditions section (boilerplate our in-house legal team wrote). Head into the Proposal editor, scroll to Terms and Conditions, and swap that text out for your company's own. Once you edit your T&C, that version carries over to every new Proposal you create after it. So it's really a one-and-done setup — paste yours in once, and you're rolling.

Two quick heads-ups:

• It's set per user, so each person on your team building Proposals will want to paste your company's T&C in on their first one.
• Hang onto the Proposal where you first set them. If every Proposal using your custom terms gets deleted, new ones will fall back to the original stock language. (Pro tip: keep a copy of your T&C in a doc somewhere so it's an easy re-paste if you ever need it.)

Full walkthrough here: Create a Proposal

A true account-level default, where an admin sets the T&C once for the whole company, is exactly the kind of thing our team is exploring with Proposal templates. No timeline I can promise, but I'm passing this along to the Proposals crew because wishlist posts like yours are a big part of how that stuff gets prioritized.

Keep an eye on our News Center too — that's where we post updates as they ship, so you'll see it there first if this one lands.

Thanks for taking the time to write it up!