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Feature Request: Templated Project Tasks

Megan M.
Hey there! Great idea! 🙌

Right now, Tasks can't be saved as a Template, so they won't auto-populate on a new Project. But here's the good news: there's a workaround that gets you most of the way there today, and it's actually a little more powerful for repeatable job steps.

Build your task list as a Checklist Template, then drop it into a Project Template:
  1. In a Project, build out your standard list of to-dos as a Checklist, then hit the ••• menu → Save Checklist as Template.
  2. Head to Templates in the left-hand nav → Projects tab → + Create Project Template.
  3. Add that Checklist Template (plus any Labels, Report Templates, Pages, or Project Files you always need) and click Add to Project Template.
  4. Then, if you really want to level up your setup — click the ••• on that Project Template and choose Set as Default Template. Now every new Project you create starts with your standard list already loaded. No picking, no rebuilding. ✅
Checklists also give you tracking that Tasks don't: completion percentage, who checked off what and when, required photos per step, and a company-wide checklist feed so you can see progress across every active job without calling anybody. Heads up — Templates are only available with certain features, and editing requires an Admin or Manager role. Full walkthroughs here: Project Templates and Checklist Templates.

That said, templated Tasks specifically is a request we've heard, and we have a feature request logged for it. I'll be sure to check back here if there's any progress made on this request!

Thank you for taking the time to share this with us!
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Pictures in project gallery need to be numbered

Megan M.
Hey there! 👋 Thanks so much for your feedback! Numbered photos in the Project photo gallery aren't something we offer currently, but there are a few ways to nail down exactly which photo you mean right now:

Comment right on the photo. Instead of describing which photo, open it, drop a comment, and @mention your teammate. They get a notification that takes them straight to that photo, and the conversation stays attached. No numbering needed.

Share the single photo. Open the photo → Three Dots → Share. This sends them to that one shot instead of the whole Project.

Tag them. Tag the photos you're discussing, then filter the gallery down to just those. That can turn "somewhere in these 200 photos" into a handful.

One nice bonus: photos are numbered in Documents, and those numbers carry over to the PDF. So if you're walking someone through a set of photos, building a quick Page and sending the link gives you real numbers to point at.

Passing your request along to the product team either way! Feedback like this is what helps shape what gets built next. Thanks for taking the time to write it up! 🙏
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Add a Job Status Field & Arrival Window (date/time field) to Projects

C
Adding a status field would be a lot easier than using labels, especially when you want to use the labels for other things. Also, a date and time field: I know you got the time tracking, but let's say you give a customer an arrival window. You should be able to set that in the project not just in the notepade/description.

Both of these would go far for CRM integrations and hooking that up, especially if, for example, we're using Salesforce with CompanyCam. Yes, I'm able to utilize labels, but it would just be a lot cleaner and less messy with boards if you had a status field for complete, incomplete, canceled, etc., along with a start date and time field. That way, you could set a date and time and utilize those two fields to talk back to your CRM.

When the tech in the field either routes his job for the arrival window or updates the status, you could have a webhook fire back to your CRM, updating that as well. You guys have so many awesome features, and these two simple ones are missing.
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Create a Daily Field Update advanced checklist automatically when a crew member clocks in on a project

E
Feature Request: Create a Daily Field Update advanced checklist automatically when a crew member clocks in on a project

I would like to request a workflow improvement for field crews using CompanyCam on active jobs.

A useful feature would be the ability to trigger a Daily Field Update advanced checklist automatically when a crew member clocks in on a project.

Requested workflow​

  • Crew member clocks in on a project
  • CompanyCam automatically creates a Daily Field Update advanced checklist instance on that project
  • The checklist is prefilled with project name, date, crew member name, and clock-in time
  • At the end of the visit, the crew completes prompted fields for work completed, materials used, materials required, client changes or requests, tools or subcontractors needed, blockers, and next steps

Why this matters​

Our crews work much better from prompted lists than from open-ended note writing. If the checklist appears automatically when they clock in, adoption would be much higher and field reporting would be more complete and consistent.

  • Improves daily field documentation
  • Creates a clean place to capture materials used and materials still needed
  • Makes outstanding work easier to track
  • Reduces missed notes and duplicate entry
  • Connects labor activity directly to field reporting

Additional request​

It would also be valuable if time data could automatically flow into the checklist or into a client-facing daily report generated from that checklist.

  • Clock-in time prefilled
  • Clock-out time available at completion
  • Hours for the visit calculated automatically
  • Crew members on site tied to the checklist record
For field teams, this would make advanced checklists much more practical as a real daily workflow tool rather than something the office has to chase after the fact.

As always if there is already a function that you can suggest that already does this I would love to hear about it! Thanks!
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Include Document File Structure in Project Templates + Allow Template-Based Project Creation from External Triggers

E
Thanks Shayla — that clarification is really helpful.

I hadn't realized the Default Template also carries through to projects created by integrations. That's actually a big piece of what I'm trying to accomplish.

I'm building out our project workflow now around intake → design/pre-construction → install → closeout, with CompanyCam becoming the field-facing project record. I'll set up the Default Template and test what comes across when a project is created externally, particularly from Jobber.

The Documents folder structure is really the remaining piece. Having those folders created with the template would mean the entire project can arrive ready for the crew without someone having to manually build the filing structure each time.

I'll put the current setup through a few real projects and report back on what works well and where we hit friction.

Thanks again for the quick response and for passing the folder-template request along to the product team.
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Include Document File Structure in Project Templates + Allow Template-Based Project Creation from External Triggers

Shayla C.
Hey there! This is a great writeup, really appreciate the detail on both asks.

On the document structure piece, that's not something we have today, meaning there's no way to have folders in the Documents tab auto-populate from a template. I've passed it along to our product team since the operational reasoning behind it (consistent handoff between intake, install, and closeout) is exactly the kind of context that helps them prioritize.

Good news on the second half, though: you can actually solve that one today. Set up a Project Template with the checklists and documents you want included, then mark it as your Default Template. That default carries over to projects created through integrations too, so a project spun up from a Jobber event, a QBO workflow, or your intake form will come in already structured instead of landing empty. Here's how to set it up: https://help.companycam.com/en/articles/7216986-create-and-use-project-templates#h_243e734554

That should also cover the mobile-first concern you mentioned, since the structure is already there the moment the project opens rather than needing cleanup after the fact. Let me know how it goes setting it up!
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Include Document File Structure in Project Templates + Allow Template-Based Project Creation from External Triggers

E
Feature Request: Include Document File Structure in Project Templates + Allow Template-Based Project Creation from External Triggers

I’d like to request two related improvements to project setup in CompanyCam.

1. Include document file structure in project templates​

Right now, we can standardize parts of project setup with templates and checklists, but we can’t seem to have the Documents tab file structure / folders automatically created when a new project is made.

For our company, this matters a lot. We use the Documents tab as part of our operational workflow, not just file storage. Every project should start with the same document structure so the office and field know exactly where things go.

Example of the structure we want every new project to inherit:

  • Intake
  • Scope
  • Load Calculations
  • Manuals
  • Field Reports
  • Materials
  • Reports
  • Inspection
  • Testing & Commissioning
  • Handoff
Today, this appears to require manual setup, which creates inconsistency and extra admin time.

Why this matters​

  • keeps office and field organized the same way every time
  • improves handoff between intake, estimating, permitting, install, and closeout
  • reduces missing documents and duplicate uploads
  • makes CompanyCam much more useful as an operations system, not just a photo record

2. Allow projects created from external triggers to inherit a chosen project template​

We also want projects created from external systems to be able to apply a selected CompanyCam project template automatically.

Examples of external triggers:

  • Jobber lifecycle event
  • QBO-created job/customer workflow
  • website intake form
  • phone/email intake workflow through middleware
Ideal workflow:

  1. external intake creates or triggers a new project
  2. a template type is selected or mapped
  3. CompanyCam creates the project from the chosen project template
  4. the project automatically includes:
    • document structure
    • checklist structure
    • any other setup rules tied to that template
This would save a lot of manual setup time and make project creation much more reliable.

Mobile workflow note​

This is especially important for teams that work mobile-first. On desktop, it’s easier to clean things up after creation. On mobile, we really need projects to open already structured correctly.

Main ask​

Please allow:

  • document file structure / folders in the Documents tab to be saved as part of a project template
  • new projects created from integrations or external triggers to inherit that template automatically
If anyone has already solved this with a native workflow or a workaround, I’d love to hear it.
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Feature Request: Custom Role Permissions

Shayla C.
This is exactly the detail I was hoping for, thank you for laying it out so clearly!

A couple of things I can speak to directly:

On checklists: what you're running into matches how it works today. Admins and Managers can create, edit, delete, and duplicate checklists and fields, but Standard and Restricted users can only edit fields on checklists they personally created. So once you moved your crew leads down to Standard, that ability went with it. There's a full breakdown of what each role can and can't do here if it's helpful: https://help.companycam.com/en/articles/14010242-permission-roles-explained.
I hear you on wanting more granularity between "Standard" and "Manager minus notifications," and that's genuinely useful context for us as we think through where role permissions could flex more.

On notifications: this one's real too. Right now, proposal and payment notifications go out to anyone with Manager or Admin, plus whoever's assigned to the project, and there's no per-user control to turn that off. I don't want you exposing payment info outside your business email ecosystem any more than you do, so I've gotten this in front of the team that owns notifications.

No promises on timing for either one, but this is a really clear, well-reasoned writeup and it's the kind of thing that makes a difference when we're prioritizing what to fix next.

If you have additional thoughts after checking out that permission roles article, let me know. Thanks again for taking the time!
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Admin Notifications when Checklists are completed

M
Hi @ananas, Thank you for your response!

1. Yes, A completed checklist is 100% of all fields completed.

2. In an ideal world I could designate who gets notified based on who is completing the checklist perhaps from groups or some other hierarchy, so the appropriate PM gets the notification. However, yes, just a simple push notification to all admin/manager when a checklist is completed would be a great place to start. Another option would be to perhaps have an option to ask the user if they want to send to another user in our list.

Email notification would be a helpful option. I would not use text option in my organization.

I attached a screenshot of the prior system we used so you can see an example of all the choices we have. (Obviously that system has different data sets that yours does, so no expectations based on that.)

3. One other suggestion in the checklist arena: When you are viewing a checklist, you cannot scroll left or right to view the included pictures like you can in a gallery. It would be a time saver to be able to scroll through them from the report. Since the photos are in the gallery, I go there to see them but it would be nice to scan them from inside the report.

Thank you for your help! I hope some of these suggestions can be implemented.
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video rotation 90-180-270 degrees

Megan M.
Hey there! Appreciate you writing this one up! The Canva detour is a real pain, so let's get you something better in the meantime.

Straight answer first: there's no video rotation tool inside CompanyCam today. Rotate lives in the photo editor only. Your ask is logged on our end, though. We'll be sure to chime back in here if we hear any updates! 🙏

A few things that should cut down the round trip, in the meantime:

Rotate before it ever hits CompanyCam. Both iPhone Photos and Google Photos offer a native rotate option in editing. Taking the time to do this before uploading could help! It's the same end result as the Canva route without the export/re-import step.

Record in-app when you can. Video shot through the CompanyCam camera picks up orientation at capture, so it lands right-side-up. If your crew can open the app first instead of the phone camera, you fix the root problem.

If you're noticing these suggestions don't help and videos are still coming in sideways, that's not an expected outcome. We'd recommend reaching out to our Support team, who can help with more in-depth troubleshooting.

Keep the feedback coming! 📸
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Creating multiple tags at once

Megan M.
Hey there! Thank you for the kind words about CompanyCam! 🙌

Great news: There's a way to do this now! While there isn't a way to paste a comma-separated list into the app currently, our Support team can run a bulk Tag import for you.

Here's how it works: reach out to Support (support@companycam.com) and let them know you'd like to bulk import tags. They'll send you a simple spreadsheet template, you fill it in with your tag list, send it back as a .csv, and they'll load them into your account for you. Refresh your browser afterward and your whole set is there and ready to use.

One nice thing: the importer skips duplicates, so if you already created some of those Tags by hand on your account, they won't get doubled up.

Appreciate you taking the time to write it up!
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Feature Request: Custom Role Permissions

H
So we started with having everyone as a Manager but now that we are using the proposals and invoicing systems in Company Cam more, the guys are getting notifications about proposal approval and payment submission sent to their personal emails and into their apps. One, this is more information than they need and two we would rather not have information about our payments going to emails out of our business email ecosystem. So we then stepped everyone outside of our project manager and office manager down to standard. Now the crew leads cannot manipulate checklists which makes certain documentation and work assignment workflows more complicated. So really we need two things that are semi-related:

1) We need to be able to control who gets notifications and emails about certain action items like proposal approvals and payments, especially payments. It is my understanding that all users with the Manager or Admin role get the notifications, along with any users that are assigned to the project with no way to change this notification setting anywhere that we have been able to find.
2) We want to be able to control permissions of those with standard permissions to be able to manipulate checklists. There may honestly be more permissions that are different between the roles but without a list of what permissions each role has, there really isn't any way for us to know until someone tries to do something and then they can't do it.
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Feature Request: Custom Role Permissions

Shayla C.
Hey there! Thanks for this, it's a great callout on permissions.

Quick follow-up so I can get this in front of the right folks. When you say Manager comes with more power than your technicians really need, what's the specific stuff you're thinking of? Managing other users, deleting projects or photos, something else entirely?

Sounds like checklist editing is the one thing you actually need unlocked for them, so knowing what you'd rather keep locked down helps paint the full picture. Appreciate you taking the time to write this up!
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