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.

We're doing a lot with automating new projects and it would be great to open the API up to do more specific tasks. It would be great if we could automate tags or labels based on certain project criteria. From my research, it did not look like you could update tags, labels or user groups from the API.

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!

It would be great to have a way to update multiple products at the same time. Right now, for example, if we want to archive several projects, you must go into each project and do this. We're creating 20-40 projects a day and when we're ready to archive them, its a very tedious process.

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.

Often times, my PMs are collecting final payment on site with our customers. Right now, they are manually filling invoice details from our CRM, including description and payment amount. I would love the ability to create invoices from Zapier or the API so I can eliminate this manual error prone step.

Would like to be able to segment materials on the items list together on the Proposal (panel and breakers, conduit and fittings, boxes and devices, etc.)

Make it so collaborators can be assigned project tasks. Otherwise, what's the point of collaborating??

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!

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.

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!

The time clock will only clock 12hrs we need this to goto 14hrs

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!

It would be nice to be able to set a template for tasks when a new project is created.

if pictures were numbered it would be easier to be on the same page with another person looking at the same pictures

Hey Zach, thanks for sharing your feedback!

We can totally see how this feature would help when you're working in tight spaces, up on ladders, or shooting one-handed at an awkward angle. A stray thumb flips you into Video and you don't notice until you've missed the shot.

Right now there isn't a way to lock the camera to Photo mode, but I've passed this along to our product team so it's in front of the folks making those calls. Wishlist posts like this help shape what gets prioritized, so thank you for taking the time to write it up.

In the meantime, two things that might help:

Open straight to Camera View. You can set the app to launch straight into the camera instead of the home screen, so even when you lock your screen and aren't using the app, it will always open back up in Photo mode. Here's how.

If you're on an iPhone 16 or newer, use the Camera Control button. The Camera Control button on newer iPhones is compatible with the app. A single press on that side button fires the shutter, so you can shoot without touching the screen at all:

1. Double-tap the Camera Control button to open the camera settings overlay.
2. With the overlay open, double-tap the Camera Control button again to switch between Zoom and Exposure.
3. Slide up or down on the Camera Control button to adjust the selected setting.
4. Single-tap the Camera Control button to take a photo.

Neither is the lock you asked for, I know. But hopefully they cut down on the re-switching for now. Keep the requests coming!

Hey there!

This is a great write-up! Thanks so much for the detail on everything you're looking for in a reporting tool.

Good news: most of what you're describing already exists with Documents. Here's what that gets you right now:

One continuous, scrollable document instead of editing a section at a time. Preceding and following content stays visible while you work.
Page breaks shown right in the editor, so you can see exactly where content lands on the page without previewing or downloading a PDF. Review your layout, spacing, and flow live as you type.
A Table of Contents down the side for jumping around a long report instead of scrolling to find your place.
Branded headers and footers, cover pages, section breaks, and flexible photo + text blocks so a 40-page inspection report holds its formatting.

Two things worth flagging so you're not surprised: there isn't a dedicated full-screen editing mode at the moment, and Documents don't support multiple people editing at the same time, so it's best to have one person driving at a time.

I'll share our help articles on how to create Documents and how to edit them.

Give the Documents a try and let us know what you think!

Hey there! First off, thank you for the kind words! Glad the updates have been landing well for you.

You're not wrong, and you're not alone. Selecting photos one at a time from the camera roll is a real pinch point, and we've already got a feature request logged for drag-to-select on iOS. It's on the product team's radar, so this post is more fuel for it. I'll keep an eye on it and circle back here if it comes to life.

In the meantime, two things that might help:

1. Go the other direction with the share sheet. Instead of starting in CompanyCam, open your iPhone's Photos app, use Apple's drag-to-select, tap Share, and pick CompanyCam. You'll pick your Project on the way in. It's capped at 10 photos and 5 videos per batch, but you get the sliding select you're after.

2. Try the Magic Uploader. If the photos are all from the same jobsite, Magic Uploader will scan your camera roll and pull the photos taken at that location — no tapping at all.

Here's the full walkthrough for both: https://help.companycam.com/en/articles/6828411-upload-existing-photos

Keep the ideas coming!

Hey there!

Thanks so much for the feedback! We totally understand how not being able to assign Groups to Tasks could slow you down when organizing your jobs. We've shared this with our Product team, so it's officially on their radar. We can't make any promises, but requests like yours help shape what we build next.

In the meantime, a couple of workarounds that get you close:

• Assign the Group to the Project — everyone in it gets notified and lands right on the job. Then create the Task so the whole crew sees it in the Tasks list.
• @mention the Group in the Project Conversation with a quick "new task added for the install crew " — that pings everyone at once and keeps the task itself as the source of truth.
• If a Task needs owners, you can add several Users to it at a time — a bit more clicking, but it does notify each one.

Thanks for taking the time to write this up. Keep 'em coming!

Dustin-CC-Payments said:

Hey Hayley, We are working on adding that right now and should be available here soon!

Click to expand...

Any update on this?

so that reports can be sorted and organized

Hey Alex! Great callout! We can totally see how helpful an auto-generated Project number would be helpful when you're juggling multiple jobs for the same client.

This isn't something CompanyCam supports today. Project creation doesn't include a Project number field, auto-generated or manual. I don't have an ETA or a guarantee that this feature will be developed, but we'll reach back out here if there is an update!

In the meantime, here's a manual workaround many teams use: CompanyCam already assigns every Project a unique ID behind the scenes, so you can use it for your project number! Once you create the Project, the URL will look something like this: https://app.companycam.com/projects/12345678/photos.

That 8-digit number is unique to that Project. Grab it, then rename the Project to include it. Now it's visible right in the Project title and fully searchable in the Project Feed.

We really appreciate you posting this feedback!

Hey there, thanks for sharing your feedback about the inconvenience of having to manually swap out Collaborators Project by Project. I can totally see how that would take a lot of time in a situation like the one you described.

While your request isn't available right now, we've logged it as a feature request to invite or remove Collaborators across multiple projects at once, and I've added your feedback to it. Notes like yours help us prioritize what to build next, so thank you for taking the time to share it.

We'll keep this thread posted if that changes!

To add people to groups, there is no easy way to do so. Too many clicks to add from the list.