👋 Start Here: Introduce Yourself + Get to Know the Community

Hey CompanyCam Community!
  • Name or nickname: Cody
  • Trade(s): Sunrise 805 Solar & Energy Storage Contractor, C-10 Electrician
  • Where you’re based: Santa Barbara, California
  • What kind of work you do: Installations - residential, commercial, multi-family. O&M - regular cleaning and service, troubleshooting, consulting.
  • Biggest win lately: surviving year-end project completion milestones with Federal ITC expiring 12/31/25
  • What brought you here / what you’re hoping to get out of this community: Community with like-minded folks, tools and tricks, family-business and small-business comradery. I really appreciate the efforts and content of CompanyCam and want to participate/get involved.

Hey Cody! So awesome to have you as part of the community! Let me know if/how we can help make it more valuable for you!
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Favorite CRM?

Hi Community.

Do you have a favorite, cost-effective CRM that integrates with CompanyCam?

CompanyCam is our most utilized digital tool, so my research is through that lens - finding a cost-effective CRM with a two-way CC integration. Our current CRM is nice but expensive and may actually have more functionality than we need.

Key functions I am looking for:
  • contact management - "single source of truth"
  • CompanyCam - two-way integration
  • quotes feature would be preferred
  • simple automation and workflows
  • permissions
  • simple customization features, list segmentation
  • field service oriented
  • sales opportunity management - nice but not required
  • cost effective!
I am aware of this list: https://companycam.com/integrations. Curious if anyone has experience with any of these!

Thanks!
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👋 Start Here: Introduce Yourself + Get to Know the Community

Hey CompanyCam Community!
  • Name or nickname: Cody
  • Trade(s): Sunrise 805 Solar & Energy Storage Contractor, C-10 Electrician
  • Where you’re based: Santa Barbara, California
  • What kind of work you do: Installations - residential, commercial, multi-family. O&M - regular cleaning and service, troubleshooting, consulting.
  • Biggest win lately: surviving year-end project completion milestones with Federal ITC expiring 12/31/25
  • What brought you here / what you’re hoping to get out of this community: Community with like-minded folks, tools and tricks, family-business and small-business comradery. I really appreciate the efforts and content of CompanyCam and want to participate/get involved.
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Client rating??

Utilizing the Labels feature would work well in this case! You could color coordinate the labels and title how you see fit. Then filter by those labels!

https://help.companycam.com/en/articles/6828390-using-project-labels

Support would also be happy to walk you through this or if you just wanted to chat about some ideas to make this easier. Just let me know!
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Client rating??

Is there a way to rate clients so I can create a priority list without them seeing any such flags? But, so it’s really easy to see, like, as soon as we bring up their file it would be like a red/yellow/green or something like that?

I’m trying to figure out a way to have my assistant prioritize my vip clients and easily see which black listed clients are, well, black listed. With limited amount of time I’m trying to free up a couple days of the week for emergencies and my regulars who I adore but seem to never have time for anymore because of such a tight schedule. Since my assistant doesn’t know one from the other, I’m trying to figure out a way to easily label .

12/3 Class Thread: Everything We Launched in 2025

Here's the early recording and Q&A.

@tchurch that's a great question! Luke & John will touch on that in our end-of-year webinar on Tuesday, Dec. 16!

Here's the link to register for that (if you haven't already): https://events.zoom.us/ev/AvA4UqYYF...s2geJcbDZMFxW5WAq7YPAU69j21T5T1R5_1a9wvTpDT5w

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CoCam's new look – coming soon! 👀

Howdy, folks! I'm Jordan, one of the product marketers here at CoCam – and the name attached to most of the emails you get from us, but I promise they aren't all from me! 😄

You may have seen or heard some rumblings on social media, in the remodel thread here in the community, or in your email inbox, but we're making some changes to the mobile app – and they're coming your way soon!

Rest assured, you aren't losing access to anything you know and love. We're just making things a bit easier to navigate and find – fewer tabs, smarter grouping of similar features, cleaner screens + less visual clutter.

As changes start rolling out to accounts (as soon as this week!), please hop into this thread and let us know what you think of the new look and feel!

And a friendly reminder: You have a dedicated customer success manager and our full support team at your disposal for any questions, concerns, or retraining you or your team may need!

Here's a quick screen recording of the new look for a sneak peek 👀

"I go to CompanyCam, I type in the city, and all of a sudden, I’ve got 50 pictures of us doing work"

Really awesome interview by the amazing @janel.delgado!

She sat down with Blake Knoblock, who handles marketing and software management at FBH Architectural Security, a family-run door and hardware distributor in Flint, Michigan, to learn how his team uses CompanyCam to document installations, prove deliveries, and train new salespeople in an industry where precision matters.

Check it out: How a 75-Year-Old Door & Door Hardware Company Uses Photo Documentation to Prove Quality Work

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Good tools to create renderings

Has anyone found a good tool to create a decent rendering from a photo. For example: I have a picture of an existing back porch where I'm changing the posts from wood to brick, painting the brick to match the house, adding a 30" brick wall, then screening the space. I can get close with ChatGPT, and a couple other ai tools, but I have not found one I'm satisfied with. Any ideas from the group?

Assign Project Manager/Team - Dedicated Email Activity for Assigned Projects

Hey @tchurch we have email recaps that you can set up, but they just include project, photo, and user info. Here's a little more on them: https://help.companycam.com/en/articles/7028494-create-email-recaps#h_19b241dc29

And an example of how the emails look.

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