Oh wow! I just implemented the Custom Fields beta for our Install team. Such a game-changer for keeping important info upfront and easy to find. No more digging through long conversation streams.
Thanks to all who played a part in getting that added to the platform!

I go through each photo of each project to ensure clarity since we work at night. It would be really helpful to have a keyboard shortcut for deleting pictures. After deleting 10 pictures from a 100+ photo project my hand gets tired!

Hey! I'll share this response here as well!

Photos don’t currently come in to a report based on the order you checkmark them and you can’t hand-sort them on the Project screen, but I'll log your request with our Product team!

A few workarounds that can help:

• Set your view first. In your Project, click View and switch photos to oldest-to-newest (or newest-to-oldest, whichever matches how you want the story told). When you select photos from the Project and create a Document, that order carries right through. Setting this up front does most of the sorting work for you.
• Work in batches. Every time you select a batch and hit Confirm, that batch drops in after the previous one. So if you want a specific photo first, add it as its own batch, then add the rest. Working in small groups instead of selecting everything at once gets you more of a custom order with barely any dragging.
• Break it into photo sections. Several small sections beat one giant one — less scrolling, easier shuffling. Here's our help article on editing Documents.
• Shrink before you drag. Switch the layout to Grid and photo size to Small in the dot menu. More photos on screen means nudging instead of slow-crawling. Your photos are numbered in the Document too, so the order’s easy to track.

Thanks for the clear write up! Keep the questions and requests coming!

Hey Elizabeth, great question!

Right now there isn’t a built-in way to require admin sign-off before a Proposal goes out to a customer, and I'll be honest that's not on the roadmap as of right now. But there is a workflow that gets you most of the way there.

Proposals now have Draft and Sent statuses. A Proposal stays in Draft status until someone actively sends it, and it stays editable right up until the customer accepts or declines. So your team can build Proposals and leave them sitting in Draft, and you (or whoever’s doing the reviewing) can open them up, check the pricing and scope, make any edits directly, and then hit send yourself. The Proposals list on the Project makes it easy to see what’s waiting. We recommend you direct your crew to click Back on a Proposals instead of sending (Proposals auto-save as you go). Then tag the reviewer in the Project Conversation so they know that particular Proposal draft is ready to review. And here’s the full rundown on statuses if it’s helpful: Understanding Proposal Statuses.

One other thing that pairs well with that: Ensuring your Price Book is up to date so you can catch pricing errors before they happen. Setting up standard line items with locked-in pricing means your crew is pulling from approved numbers instead of typing them in fresh each time: Creating a Price Book.

I’m passing your request along to our Product team as well. An official approval step before send is a clear ask and we appreciate you taking the time to write it up!

Hey Evelin! Great festive question!

Right now there’s no way to drop holiday graphics (lights, wreaths, that kind of thing) onto a photo in the editor. Stickers today are limited to your company logo plus a few arrows and checkmarks.

I’m passing your idea along to our Product team. Thanks for posting it!

It would be really helpful and needed for our use case to be able to tag and filter our Customers by Type. To be able to have additional columns shown in the Customers tab would also be very helpful.

Hey there! Great question!

Photos don’t currently come in to a report based on the order you checkmark them and you can’t hand-sort them on the Project screen, but I'll log your request with our Product team!

A few workarounds that can help:

• Set your view first. In your Project, click View and switch photos to oldest-to-newest (or newest-to-oldest, whichever matches how you want the story told). When you select photos from the Project and create a Document, that order carries right through. Setting this up front does most of the sorting work for you.
• Work in batches. Every time you select a batch and hit Confirm, that batch drops in after the previous one. So if you want a specific photo first, add it as its own batch, then add the rest. Working in small groups instead of selecting everything at once gets you more of a custom order with barely any dragging.
• Break it into photo sections. Several small sections beat one giant one — less scrolling, easier shuffling. Here's our help article on editing Documents.
• Shrink before you drag. Switch the layout to Grid and photo size to Small in the dot menu. More photos on screen means nudging instead of slow-crawling. Your photos are numbered in the Document too, so the order’s easy to track.

Thanks for the clear write up! Keep the questions and requests coming!

gfortner said:

It would be great to be able to see all the photo locations taken at a project on the map at the same time. Preferably with the ability to click on each map icon and go to that photo.

Click to expand...

that’s a great idea too being able to click on that photo and maps direct you to the location right to where that picture was taken amazing idea too

Hey there!

An export of Tasks is not available today, but I'm passing your request to the Product team! I can't make any promises, but I can guarantee it will get in front of the right people!

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

• My Stuff pulls everything assigned to you across every Project into one view, so if you're mainly tracking who-owes-what, that's the fastest place to see open items without clicking project to project.
• Checklists export to CSV. If some of this recurring work could live as a checklist instead of loose tasks, you can pull it from Company Settings → Exports (or the Checklists page on web), pick your date range, and get a spreadsheet emailed to you. For punch lists and inspections, that's often a cleaner fit than Tasks anyway.
• If you're comfortable with a little setup, our MCP, API, and Zapier connection can push Task and Checklist data into a Google Sheet or a CSV file as it's created, so you've got a running list instead of a one-time pull. It might take a little experimentation on your end, but these tools can open up a lot of doors regarding what you can do with your CompanyCam data.

Thanks again for bringing this up! Keep the requests coming!

Hey there! Thanks for your feedback!

A dedicated reviews widget you can drop straight into your site isn't available currently, but your Portfolio page already shows your Google reviews on the About tab. So if you've got a Portfolio set up, your reviews are already out there working for you alongside your Project photos — no code, no plugin.

A couple of ways folks make that work on their own website:

• Link to your Portfolio on your website. One click and customers see your finished jobs and your star ratings in the About section.
• Embed your Website Gallery so your actual Project photos live on your site.

That combo, along with ensuring you send Review Requests from CompanyCam so your Google profile stays fresh, gets you close, but we can totally see how a dedicated reviews widget on your website would be pretty slick!

As for a true standalone reviews widget: our team is actively rethinking how our website widgets work, and reviews are part of that conversation. I can't make any promises, but it's being explored. Posts like yours are exactly what helps shape what gets built, so thank you.

Hey there, thanks for flagging this one!

Straight answer: scroll-wheel zoom inside the photo viewer isn't something CompanyCam supports today. You're not the first person to ask for it, though, and the feedback is already logged on our end — I've added your note to it so it carries a little more weight.

In the meantime, the only thing that gets you close is the workaround you mentioned already: your Zoom In and Zoom Out button on your photo editor page. I'll share more details about where that's located in the web app.

Appreciate you taking the time to write this up!

Hey Roger, thanks for sharing your feedback!

What exists today, and why it probably isn't your answer: A Customer record can hold more than one contact — name, email, phone, and a role each. So technically you could keep the restoration firm as your Customer and add the homeowner as a second contact. The catch is that those contacts belong to the Customer, not the job, and would stay linked. We can totally see why that would not work. What you actually need is contact info that lives on the job, and that's the gap. I've logged your workflow against the request we're already tracking for.

On the job number and PO side: we've got work underway that'll let you put your own labeled fields on a Project so things like Job Number and Purchase Order have a real home instead of living in the description. No date I can promise you, but keep an eye in the app and the News Center for updates on Custom Fields.

In the meantime, two things that'll buy you some sanity:

• Put the job number right in the Project name, something like "24-1138 — 123 Maple St." Project names are searchable, so you can pull a job up fast from the feed.
• Keep a fixed block at the top of the description, similar to what you're already doing: Job #, PO #, Homeowner, Phone, same order every time. Not pretty, but it's scannable, and it'll be easy to lift into real fields later.

Thanks for laying out the actual workflow. We'll be sure to get this feedback in front of the right team!

Hey Adam! Thanks for chiming in here!

Quick question for you: are you looking for the Project search on the Project feed? That's still there, but I can understand the confusion because, the Home page is your default page now. Click on the Project section in the left navigation bar and search your Projects there.

Let me know if you're referring to something else!

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!

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!

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.

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!

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.

Sorry- I posted this in the wrong place and can't find a way to move it to the Support area.

If you add this, please let it work with the on-premise QB, not just the cloud version. I realize this is a tougher challenge

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!

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!

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!

Casey, this is a great breakdown. Thanks for taking the time to share it!

This workflow is on our product team's radar and is being actively explored. We can't put a date on it, but we'll chime back in here when there's an update.

Keep the wishlist requests coming!

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.