I'm very disappointed the search function on the homepage is gone. (The bad one in the top left corner is still there). It was an awesome search function. It would guess as you search, etc. Please bring it back!

Having categories for the price book would be wonderful. I work with a window installation and remodeling company. It would be nice to have categories, since price lists can be thousands of items. Having a category for bathrooms, accessories, trim, etc. We are migrating from SalesPro, and their price guide setup was quite nice, with categories, sub-categories, and drill-down options.

I like seeing time tracking on TIME TRACKING page, but also want to see them on the Project Page. That way i can just have a list of entries for that tab for that job

Hi,
It would be a helpful tool to be able to export all open task from a selection of projects and export them to an excel file.

Just created a google business page just from this. Thank you

Reviews widget needed for displaying reviews on website to integrate with company Cam.

Hi,

I would like to ask if there is a way you can add an easy to see video button on each project so we know which projects have videos attached to them vs having someone manually create and remember to select a label and then search that way. I attached a photo of where im thinking it would be helpful to have the button. Pretty much as you look at all projects to the right of all customers you see an area that says photos, checklist, documents and files adding one there that shows us how many videos and what project has videos would be SUPER helpful.

The conversation focused on whether CompanyCam could support a feature that automatically receives and stores emails inside the platform.
The user proposed a workflow where:

• Each project would have a unique email address
• Emails sent to that address would automatically appear in the project
• Messages would be stored in a read-only folder for easy viewing

This would eliminate the need to manually download or upload emails and keep all project communication organized in one place.
Currently, CompanyCam does not support receiving or storing emails directly.
The suggested alternative is to keep project communication inside the Conversations Hub, where teams can reply to messages and attach photos or files within the project thread.
The user also suggested this as a potential product feature to streamline email management across projects.

Good morning,

Will subfolders be a feature in the future? We use one project per customer and some customers have 2 or 3 jobs going on at the same time. It would be nice to have a main folder for each job and then have our usual organization folders in each one.

Thank you,
April

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.

Are there any plans to allow zooming in or out of a photo with the mouse wheel? It's super inconvenient to keep having to click on screen buttons to zoom in and out and when you need to analyze hundreds of photos a day it gets tedious really quick. You'd think this would be a default feature

I always enter projects into company cam to get pics for a quote and only enter project into quickbooks if they want to contract with us. Quickbooks integration should allow us to merge with existing project without manually merging and loosing labels

We are a subcontractor that works for restoration firms who have clients. Our customers are the restoration firms and pm - they pay the bills. Not the home owner.

So in CC, the project is the job, the customer is the restoration firm but we lose track of the job contact (typically the home owner). We also can't easily keep track of the job number and purchase orders for the job and other administrivia. I'm currently putting that info into the description, but there's gotta be a better cleaner way

It would be great if the job info had that contact info like: Client name, email, phone, and generic notes
The job could have: Job number, purchase order.
The Customer field works for us as is.

Hello,

If you could add the feature that allows you to record a video and while it's recording, you can still take photos, that would be a great addition. This would help alot

Thank you

I just logged on to type up a new report and found the Create Report button was gone. Long story short, the ai chat told me that the only way to create a report now is to create a document using the native document feature. You are able to select a "Report Layout", however it's much clunkier and not as polished as the previous dedicated report function. I also would never use the native Company Cam document builder as it is nowhere near as useful as word or even docs. I feel like removing the dedicated report builder was a major step backwards. It was a primary reason I chose company cam over some of the bigger CRM software's like service titan and housecall pro. Having the ability to filter through my report photos by simply clicking add photo and not having to worry about accidentally moving the photo insert box in the document was really nice. Maybe I'm being too picky but I liked not having to worry about font, spacing, or anything besides typing my report, selecting my photos, and clicking generate pdf.

Allow project groups to be added to the ribbon of projects at the top of the "Home" page. Additionally, pin projects / groups to top ribbon for quick access.

We use QuickBooks Online’s actual Projects feature to separate individual jobs underneath a parent customer. This allows project/job cost tracking easily


For example:


Customer: TeleData
QuickBooks Project: TD-2026-B-078636 (Monticello)


I would love the option for creation of a new QuickBooks Project to automatically create the matching CompanyCam Project.


Ideally, this would be a selectable sync rule so that:


New Customer → does NOT automatically create a CompanyCam Project
New Estimate → does NOT automatically create a CompanyCam Project
New Invoice → does NOT automatically create a CompanyCam Project
New QuickBooks Project → DOES automatically create a CompanyCam Project


For companies like ours, the parent customer may have dozens of individual jobs, so the QuickBooks Project is the point where a customer relationship becomes an actual field project that needs photos, checklists, documentation, and crew activity in CompanyCam.


This would make the integration much cleaner and prevent unnecessary CompanyCam projects from being created simply because a customer, estimate, or invoice was entered in QuickBooks.


Bonus points if the CompanyCam project could inherit the QuickBooks Project name, parent customer, address, project number/ID, and assigned contact information automatically.

When I assign tasks to a normal user, when they pull up that task from My Stuff -> Tasks, they are able to get to the job to view the whole thing when they are using an iPad. However, on the phone app, they are only able to view the task and not the associated job. Can this be fixed so that we can pull up the job from the task view?

We would like Documents Sent for Signature to be accessible directly from the left-hand toolbar. This would give our team one place to quickly view and track outstanding documents without having to navigate through individual projects.

We also like the new Home layout and would love to see the To-Do section become customizable based on how each company operates.

We do not use To-Dos within the platform because we manage all of our tasks through AccuLynx. Because of this, the To-Do section is essentially wasted space on our Home page. Giving companies the ability to customize this section would make the Home dashboard much more useful.

For our company, we would replace the To-Do section with Documents Sent for Signature.

Ideally, this section would give us a quick snapshot of documents and their current status:

• Awaiting Signature
• Signed

Having Documents Sent for Signature available both on the Home dashboard and from the left-hand toolbar would make it much easier for our team to monitor documents that still need attention.

Right now, when we send proposals from CompanyCam, the email that goes to customers still shows CompanyCam branding and the CompanyCam logo. This makes it difficult to present proposals as fully coming from our own company.
We’d like the ability to fully white‑label the proposal email so it reflects our company branding instead of CompanyCam. This would make proposals feel more professional and consistent with our brand when customers receive them.
This is currently preventing us from using proposals the way we’d like in our workflow.

Now that the MCP gives us access to advanced checklists (but not classic checklists), we want to move over to advanced checklists so that we can make them via automations, and use their nice features.

However, we can't add Fields or Sections to existing checklists on projects. This was such a helpful feature of classic checklists, allowing us to build on the structure of a template while still being able to capture one-off items without needing to make a whole separate checklist.

It would be much easier if we could add Fields and Sections to active advanced checklists on projects without relying on the cumbersome workarounds of duplicating or deleting existing Fields/Sections on the checklist. We can't even do the duplicating/editing of active checklists through MCP, so it eats away from that automation value big time.

Has anyone found a better workaround for this issue?

Any idea when the one-off advanced checklists will be available to add to projects? And will those be able to derive from a template and be edited in the project on web/mobile apps and over MCP?

The biggest gap here is field scheduling. I have been with company cam forever and patiently waiting for a basic schedule to come out so the guys know where to go and when to go.

It's the biggest gap I have. As a renovations company I need a software like jobtread to schedule and budget projects, but their field use side is super weak, So I use company cam to manage all of my field staff, which works amazing, but I still have to formally send a "this is where you are going today" text to everyone. A simple calendar where you could asign the tasks or checklists to and assign the crew to would be super helpful, or even simpler, just a calendar where you can sign the crew to a date and a time and a project.

We do lots of surveys for our clients where the designers would like access to the original photos and the marked up ones with measurements, etc. Right now, the Timelink link only allows for downloading the "modified" photo. I would like to have the ability to download original photos also. The workaround is that I have to download "originals" and send them to my client. These projects progress over months, sometimes years, so I am often downloading "originals" for my clients as they need them.

HEY TEAM!

IS THERE A WAY TO INTEGRATE COMPANYCAM WITH A SHARED GOOGLE DRIVE SO OUR WHOLE COMPANY CAN HAVE ACCESS TO THE PHOTOS, VIDEOS & DOCUMENTS?

I would love to be able to view the projects labels from my dashboard for ease of determining status without having to open each project individually.