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 .

Hey team!

I just wanted to say that I’ve been using the lidar feature in the photos and it’s pretty sweet. If you haven’t checked it out, definitely give it a try. I would say for precise measurements, outside of a half inch buffer, use a tape, but for getting rough measurements, in my case a count on lengths of pipe for a rough in or measuring a roof for a quote, thus saves a ton of time.

Give ‘er a go!

Hello All,

Is anyone currently integrating with an ERP system or utilizing their ERP with company cam? We are currently using Epicor that manages our Manufacturing, Production, Sales, Accounting and ready for a New ERP either upgrading Epicor to their newer version of Kinetic other systems we have looked at are Microsoft Dynamics and a few others. Would love to know how you are utilizing it with them and overall effectiveness.

Excited for Season 3

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There are too many good ones so drop your favorites below!

Hey everyone,

In case you haven't seen it, we've built something to find and use our content MUCH easier.

The new CompanyCam Resource Hub: https://companycam.com/resources

It's a searchable digital library where you can find:

• Business growth strategies and operational advice
• CompanyCam tutorials and feature guides
• Industry tips and best practices
• Access to Classes, Webinars, etc.

No more hunting through multiple places to find what you need. Everything's organized and searchable in one spot.

Check it out and let us know what you think. We're always looking for feedback on how to make our resources more useful for you.

What topics would you like to see us cover more of when it comes to content you find valuable?

Want to know how other companies are using the CompanyCam app & what features work for them?

Check out this blog

https://companycam.com/blog/how-thi...-manages-dozens-of-daily-jobs-with-companycam

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?

I'll drop the recording and Q&A here shortly!

1. Home screen remodel
2. Checklist enhancements
3. Project groups
4. Reviews
5. Payments
6. Translations
7. Portfolio Suite
8. Integrations

What questions do you have for our team?

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

Awesome piece on which photos move the needle for your organization (by @janel.delgado)

Hit that link: https://companycam.com/resources/blog/how-to-take-job-documentation-photos-that-actually-help-your-business

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

Hi CompanyCam Team,

I’d love a feature that allows us to assign a Project Manager/Team to a specific project, and then have that assignment automatically control project-specific activity emails.

What I’m looking for:

• Ability to assign a Project Manager/Team (or main owner) to each project.
• Once assigned, that person receives email notifications when there is new activity on that project, including:
  • New photos added
  • Checklist activity (items completed or updated)
  • Reports created or updated
  • Pages activity
  • Documents uploaded or modified

Each email could include:

• A brief synopsis of what changed
• A link directly to the new activity in CompanyCam

This would help us ensure the right person is always in the loop for their projects without having to manually watch everything or dig through notifications.

Thanks for considering this, it would really streamline our project oversight and communication!

In our recent CompanyCam classes, we've been asking users for their opinions on AI and how they're approaching it in their business.

Nearly 1 in 3 respondents told us that their biggest barrier to implementing AI is that it's "unclear how it benefits my business."

So I'm curious to see what the Community's experience with AI is:

1. Have you implemented AI into your business? Why or why not?
2. What benefits have you experienced? If any.
3. What tools/apps have you tried?

What is the craziest story that has happened to you on a job site, since running a business, dealing with a customer or just being in the contracting/construction space?

We're going to keep this thread open and moving forward and we may rank the best ones on an episode of the Good Contractor Podcast or possibly have a few folks on to tell the story on an episode.

Fire away!

As most of my questions, I’m always interested to hear on how others operate their companies. I started mine front eh ground up with zero business experience almost 11 years ago. So I’m always trying to learn new things and adapt to better or more efficient ways.

So here’s my next question. Paid time off. What do you do? Or are you strictly vacation pay? I am in Canada so things may be a bit different here. Pretty standard for the trades is a base 4% with stat holidays paid. Other companies will do 12% with no paid stats. Some companies do either or and give PTO as well?

Did I miss any?

From the Good Contractor Podcast, there have been so many amazing stories. These two especially from @SlimBrick are so cool I wanted to make sure I shared them here.

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Just wondering how everyone tracks your expenses and bookkeeping stuff. I just adapted over the years as I learned more about business ownership, but curious as to how other people do it. I’m always up for improving so thought this would be a great place to ask.

Me personally I log all pdfs into Goodle Drive based per month, per business, per account, with separating misc receipts from suppliers.

I also add the name of seller, the job name, expense total, invoice number and date so they’re easily searchable if needed.

All files are shared with my bookkeeper & accountant monthly.

Let talk about employee bonuses. How often do you give them if at all? How much don you give? What determines the amount and frequency?

I am now a very small company after heavily downsizing. I have given many frequent bonuses in the past but noticed that after sometime it was expected, even if drive, workmanship and work quality decreased (exponentially sometimes). I’m looking into better system rather than just “whenever” as I do want to be generous with profits, but also don’t want the same thing happening where I started feeling walked on afterwards…

Thanks for joining today's class! We'll share the recording and a copy of the Q&A here shortly!

What questions do you have about what we covered?

Click to expand...

Drop a like on this post, and you'll get notified when the recording's posted.

When I go to Projects, I have so many. It is mixed between potential jobs, signed jobs and then our cleanings. I wish there was a way to create a filtered tab in the grey box that we could name. Kind of like the tags do, but in it's own list. I hope that makes sense. I see I can filter the all bucket, but that is temporary. Thank you!